Advisor Talk with Frank LaRosa

Culture as Catalyst


Listen Later

Among the topics discussed are:

*The importance of picking a firm whose culture aligns with your goals, both personally and professionally.

*Commoditization within the current recruiting market and how that translates for advisors.

*The benefits of being transparent about your goals and practice vision when negotiating with potential new firm partners.

*Unexpected negatives brought to the table with the rise in interest of working from home.

*Steps to help create a firm culture that incentivizes employees to come back to the office.

A positive firm culture that both attracts and retains advisors should be considered a must-have component of any firm that an advisor is considering for a transition opportunity. Listen closely as Frank and Dale discuss the ins-and-outs of what a company’s culture really means for an advisor’s success, and use the insights shared in this episode to level up your practice to the place it deserves to be!

...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
Founders by David Senra

Founders

2,137 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

1,039 Listeners

Small Business Tax Savings Podcast by Mike Jesowshek, CPA

Small Business Tax Savings Podcast

251 Listeners

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

The Perfect RIA

457 Listeners

The Compound and Friends by The Compound

The Compound and Friends

2,113 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

My First Million by Hubspot Media

My First Million

2,640 Listeners

The Tony Sirianni Podcast by Tony Sirianni

The Tony Sirianni Podcast

8 Listeners

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

All-In with Chamath, Jason, Sacks & Friedberg

9,948 Listeners

Barron's Streetwise by Barron's

Barron's Streetwise

1,556 Listeners

Barron's Advisor by Barron's Advisor

Barron's Advisor

110 Listeners

The Efficient Advisor: Tactical Business Advice for Financial Planners by Libby Greiwe

The Efficient Advisor: Tactical Business Advice for Financial Planners

132 Listeners

The Morgan Housel Podcast by Morgan Housel

The Morgan Housel Podcast

985 Listeners

BG2Pod with Brad Gerstner and Bill Gurley by BG2Pod

BG2Pod with Brad Gerstner and Bill Gurley

510 Listeners