Advisor Talk with Frank LaRosa

By Elite Consulting PartnersBusiness Entrepreneurship Marketing Management

Advisor Talk with Frank LaRosa episodes

November 03, 2025 HOT MIC: The Truth Hurts - Why Discomfort Drives Growth
In this quick-hit discussion, the two dive into:
-Why most leaders are too busy “working in” their business to actually work on it.
-How great coaches and therapists ask the questions you don’t want - but need—to hear.
-The value of data as exposure - how numbers, like game film, don’t lie.
-Why discomfort isn’t something to avoid… it’s where growth actually happens.
If you’ve ever felt stuck, scattered, or overwhelmed, this behind-the-scenes moment will hit home.
6 min
October 30, 2025 Unlocking Hidden Value: How Financial Advisors Can Leverage Investment Banking (Part 3)
Across the conversation, the panel digs into:
• What IBex (Institute for Business Owner Excellence) and the Masterclass actually teach - and how “learning the language” opens doors with business owners and COIs.
• Why being early matters: profiling, asking better questions, and hosting local business-owner events that generate real pipeline.
• Multiple paths beyond a sale: capital-markets needs, growth capital, roll-ups, second bites, and direct private deals alongside traditional planning.
• Culture and collaboration: demystifying the process, quarterbacking expert teams, and the peer-to-peer sharing that’s accelerating growth across practices.
Key Chapters:
00:00 – Intro
03:10 – Ken Grider introduces the advisor lineup and program structure
05:17 – Lisa Detanna: 5.5 B AUM and 70% business-owner clients
10:14 – Training through IBex (Institute for Business Owner Excellence)
12:31 – How Raymond James bridges investment banking and planning
14:11 – Addressing big-bank perception vs. Raymond James capabilities
14:28 – Ryan Bass: learning the language of business-owner conversations
18:27 – Will Deupree: early-stage conversations that create loyalty
25:13 – Cody Hilbun: building an 18-person IB-focused advisory team
30:11 – Mike Tutcher: growth through Masterclass and golf-course networking
38:17 – Ken Grider: going where competition isn’t
39:29 – Zac Hersman: Americas Group and cross-border opportunities
45:06 – Lisa Detanna: culture, client-centric service, and firm leadership
50:16 – Inside IBex & Masterclass: demystifying the process
01:02:14 – Hosting local business-owner events and strategy summits
01:12:18 – Educating business owners creates lasting relationships
01:16:08 – Final thoughts: culture, vision, and paying it forward
If you work with business owners (or want to), this discussion offers concrete examples, candid lessons learned, and specific approaches you can adapt to your market - without promising outcomes and while keeping client interests front and center.
Resources:
Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.com
Elite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.com
Elite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.com
JEDI Database Solutions | Data Intelligence for Advisors: https://jedidatabasesolutions.com
Listen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/
Follow us on LinkedIn: https://linkedin.com/company/eliteconsultingpartners

1 hr 22 min
October 27, 2025 Unlocking Hidden Value: How Financial Advisors Can Leverage Investment Banking – with Ken Grider of Raymond James (Part 2)
Key Chapters
0:00 –From concept to execution of Raymond James’ advisor-banker model
3:45 – The IBex program: turning education into action
8:20 – The Masterclass series and year-long learning model
13:00 – Building confidence and credibility with business owners
18:40 – How advisors are rebranding and hosting Business Owner Summits
24:10 – Case study: transforming revenue through investment banking partnerships
29:30 – Why every advisor should rethink their approach to business-owner clients
35:40 – Final takeaways: growth, fulfillment, and opportunity for advisors
Resources:
Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.com
Elite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.com
Elite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.com
JEDI Database Solutions | Data Intelligence for Advisors: https://jedidatabasesolutions.com
Connect with Ken Grider: [email protected]
Listen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/
Follow us on LinkedIn: https://linkedin.com/company/eliteconsultingpartners
41 min
October 23, 2025 Unlocking Hidden Value: How Financial Advisors Can Leverage Investment Banking – with Ken Grider of Raymond James (Part 1)
Key Chapters
0:00 – Introduction
2:15 – Why financial advisors should focus on business-owner clients
5:10 – The challenges of illiquid wealth and how advisors can solve them
9:00 – How Raymond James connects wealth management and investment banking
12:40 – Building deeper COI relationships with attorneys and accountants
17:25 – Why understanding business valuation matters for every advisor
22:40 – Raymond James’ unique culture and the “village” behind the success
28:10 – How collaboration with investment bankers expands advisor opportunity
33:30 – Why this approach is the future of growth for independent advisors
Resources:
Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.com
Elite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.com
Elite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.com
JEDI Database Solutions | Data Intelligence for Advisors: https://jedidatabasesolutions.com
Connect with Ken Grider: [email protected]
Listen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/
Follow us on LinkedIn:
https://linkedin.com/company/eliteconsultingpartners
37 min
October 20, 2025 From Lead to Loyalty: CRM’s Role in Customer Journey Mapping
Key Highlights:
00:00 – Introduction
01:05 – Optimizing tech stacks and increasing valuation
03:17 – Defining client loyalty and retention
04:23 – How CRMs improve onboarding, notes, and communication
06:39 – Using data to strengthen relationships and trust
08:23 – How to future-proof your advisory business
10:12 – Building data hygiene and integrated systems
16:59 – Finding efficiency gaps and scaling intelligently
17:22 – The compounding power of technology
19:06 – Advisor transitions, CRM agnosticism, and closing thoughts
Resources:
Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.com
Elite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.com
Elite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.com
JEDI Database Solutions | Data Intelligence for Advisors: https://jedidatabasesolutions.com
Listen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/
Follow us on LinkedIn: https://linkedin.com/company/eliteconsultingpartners
23 min
October 16, 2025Private Equity, Independence, and the Future of Wealth Management with NewEdge CEO Rob Sechan
Frank and Rob dive into:
• Rob’s path from UBS and Morgan Stanley to launching NewEdge Wealth.
• How NewEdge Wealth and NewEdge Advisors differ and advisor profiles that may fit each platform.
• How multi-custody and open architecture models can offer flexibility.
• Perspectives of some advisors that have experienced business growth after joining the firm.
• The role of private equity and its innovation in wealth management.
• How advisors may use niche marketing strategies and referral initiatives to identify opportunities.
Whether you’re exploring alternatives to a wirehouse or staying informed on industry developments, this conversation offers a practical look at the choices and trade-offs within today’s independent landscape.
Want to connect?
Reach out to Frank directly at [email protected] or send him a DM on LinkedIn.
You can also connect with Rob by emailing [email protected] or visiting his LinkedIn page.
“Assets “serviced by” the firm includes (i) client assets for which we provide investment advisory services, (ii) client assets for which we provide brokerage services through our affiliate, NewEdge Securities, LLC and (iii) client assets held at affiliated and unaffiliated broker dealers for which we provide supervisory oversight, support services and/or wealth strategy services.
Opinions expressed are as of October 7, 2025, and may change without notice. This content is for informational purposes only and does not constitute investment advice or a recommendation regarding any security, strategy, or business relationship. Past performance does not guarantee future results.
References to advisor experiences (including business growth, win rates, or referrals) reflect individual circumstances and are not representative of all advisors or outcomes. Results vary and are not guaranteed.
Any testimonials or endorsements presented reflect the speaker’s opinion at the time made. If compensation or other benefits were provided in connection with a testimonial or endorsement, that fact will be disclosed. Such statements should not be construed as indicative of future performance or experience for all clients or advisors.
Third-party firms, custodians, platforms, or services referenced are independent of NewEdge. Their inclusion does not constitute a recommendation, endorsement, or approval. Where third-party ratings or rankings are cited, the source and date apply; methodologies may differ, and ratings may not predict future performance. NewEdge may have business arrangements with certain third parties that present potential conflicts of interest; details available upon request.
NewEdge may receive or provide referrals to or from third parties, including custodians, which may involve compensation or other benefits. Additional information about referral relationships and compensation is available upon request, A copy of the NewEdge’s current written disclosure Brochure discussing our advisory services and fees continues to remain available upon request or at www.newedgecg.com.
All company names, logos, and trademarks are property of their respective owners and are used for identification only. References to media appearances do not constitute an endorsement.
47 min
October 13, 2025 The Power of Video Marketing for Financial Advisors - with Angela Wolf
Key Highlights from the Episode:
0:45 – The Rise of Video Marketing
2:22 – How Video Boosts SEO and Engagement
4:35 – Short-Form vs. Long-Form Video Explained
7:12 – The Myth of Viral Success
9:43 – Optimizing Video Analytics and Performance
12:20 – Cuts, Angles, and B-Roll Basics
15:42 – High vs. Low Production Quality
20:00 – Navigating Compliance with Confidence
24:47 – Measuring ROI Beyond Views
29:09 – The Future of Video and AI Tools
32:55 – The One Video Every Advisor Should Create
34:50 – DIY Starter Kit for Advisors
Resources:
Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.com
Elite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.com
Elite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.com
JEDI Database Solutions | Data Intelligence for Advisors: https://jedidatabasesolutions.com
Visit Angela’s website here: https://www.angelawolfvideo.com/
Listen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/
Follow us on LinkedIn: https://linkedin.com/company/eliteconsultingpartners

38 min
October 09, 2025 From Practitioner to Business Owner with Jon Randall, Founder of eXtraordinary Financial Advisors
Key Highlights from the Episode:
0:00 – Introduction & Topic Overview
1:15 – The Three Core Constraints Advisors Face
3:40 – Capacity Challenges & Team Leverage
6:10 – Revenue vs AUM: Rethinking Profitability
10:45 – Pricing Psychology & Raising the Floor
15:45 – Deliverables, Value, and Client Experience
20:00 – AI and Technology for Advisor Efficiency
23:00 – Quality Growth Over Quantity
29:20 – The ‘Who Not How’ Mindset & Scaling Leadership
37:00 – Raising Minimums & Continuous Improvement
Resources:
Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.com
Elite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.com
Elite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.com
JEDI Database Solutions | Data Intelligence for Advisors: https://jedidatabasesolutions.com
eXtraordinary Coaching | Free Growth Guide + Resources: https://www.xfa.coach
Listen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/
Follow us on LinkedIn: https://linkedin.com/company/eliteconsultingpartners

44 min
October 06, 2025 AI and Sentiment Analysis in Social CRM
Key Highlights from the Episode:
0:00 – Introduction: AI, NLP, and sentiment analysis explained
2:10 – What sentiment analysis is and why it matters for advisors
4:30 – How AI scores positivity, negativity, and client reactions
6:00 – Real-world use cases: client emails, brand perception, and practice reviews
8:30 – Why “no bad publicity” isn’t always true in financial services
10:15 – Sentiment analysis as a supplement to traditional KPIs
12:00 – Spotting early warning signs of client attrition
14:00 – How generational wealth transfer creates new sentiment insights
18:30 – Turning social proof and negative feedback into opportunities
23:00 – Compliance considerations when using recording and AI tools
25:00 – How sentiment can feed into lead scoring and forecasting
27:30 – Final takeaways: actionable, not overwhelming
Resources:
Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.com
Elite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.com
Elite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.com
JEDI Database Solutions | Data Intelligence for Advisors: https://jedidatabasesolutions.com
Listen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/
Follow us on LinkedIn: https://linkedin.com/company/eliteconsultingpartners
24 min
October 02, 2025 Breaking the Status Quo: How Advisors Can Redefine Success
Key Highlights from the Episode:
0:00 – Introduction
3:21 – Professional scarcity: why focusing on fewer clients creates greater impact
5:12 – Shifting from book of business to real business
7:10 – Why client experience outweighs investment performance
9:15 – The law of familiarity and loyalty fatigue
14:23 – How to reset client relationships during a transition
18:16 – Fee worthiness and setting rules of engagement
25:03 – How processes and intellectual property drive valuation
29:12 – Depersonalizing your practice to build enterprise value
31:40 – The role of AI in practice management
34:17 – Balancing high-tech with high-touch in client relationships
40:23 – Breaking the status quo to unlock potential
Resources:
Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.com
Elite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.com
Elite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.com
JEDI Database Solutions | Data Intelligence for Advisors: https://jedidatabasesolutions.com
Connect with Duncan Macpherson on LinkedIn: https://www.linkedin.com/in/duncanmacpherson
Visit Pareto Systems: https://www.paretosystems.com
Download Duncan’s AI Whitepaper: https://paretosystems.com/ai-strategies-for-financial-professionals.html
Listen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/
Follow us on LinkedIn: https://linkedin.com/company/eliteconsultingpartners

47 min

About Advisor Talk with Frank LaRosa

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Advisor Talk with Frank LaRosa offers unfiltered guidance and advice for financial advisors, wealth management professionals, and entrepreneurs alike who are interested in maximizing both their…