Advisor Talk with Frank LaRosa

Building Trust That Books Meetings


Listen Later

Other highlights include:

The case for dynamic segmentation and why it outperforms static lists.

How to unify contact data across multiple channels to avoid over-messaging.

Creating behavioral triggers that pause or adjust email sequences based on client actions.

Personalization tips, like phonetic name spelling, that boost client trust and connection.

Why great marketing is ultimately just great business.

Tune in for a fun, fast-paced discussion that blends marketing savvy with data-driven insights - proving that when the “marketing geeks” and “data nerds” come together, real magic happens.

...more
View all episodesView all episodes
Download on the App Store

Advisor Talk with Frank LaRosaBy Elite Consulting Partners

  • 4.8
  • 4.8
  • 4.8
  • 4.8
  • 4.8

4.8

89 ratings


More shows like Advisor Talk with Frank LaRosa

View all
Masters in Business by Bloomberg

Masters in Business

2,169 Listeners

The Dividend Cafe by The Bahnsen Group

The Dividend Cafe

589 Listeners

The Game with Alex Hormozi by Alex Hormozi

The Game with Alex Hormozi

4,466 Listeners

Animal Spirits Podcast by The Compound

Animal Spirits Podcast

2,018 Listeners

The Diamond Podcast for Financial Advisors by Mindy Diamond Financial Advisor Recruiter and Consultant

The Diamond Podcast for Financial Advisors

100 Listeners

Wall Street Breakfast by Seeking Alpha

Wall Street Breakfast

1,044 Listeners

The Perfect RIA by Matthew Jarvis, CFP® & Micah Shilanski, CFP®

The Perfect RIA

462 Listeners

The Compound and Friends by The Compound

The Compound and Friends

2,144 Listeners

Kitces and Carl - Real Talk for Real Financial Advisors by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

Kitces and Carl - Real Talk for Real Financial Advisors

246 Listeners

The Tony Sirianni Podcast by Tony Sirianni

The Tony Sirianni Podcast

8 Listeners

The Prof G Pod with Scott Galloway by Vox Media Podcast Network

The Prof G Pod with Scott Galloway

5,608 Listeners

All-In with Chamath, Jason, Sacks & Friedberg by All-In Podcast, LLC

All-In with Chamath, Jason, Sacks & Friedberg

10,260 Listeners

Barron's Advisor by Barron's Advisor

Barron's Advisor

113 Listeners

BG2Pod with Brad Gerstner and Bill Gurley by BG2Pod

BG2Pod with Brad Gerstner and Bill Gurley

475 Listeners

Firm Transitions with Corey Walen by Corey Walen

Firm Transitions with Corey Walen

9 Listeners