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

92 ratings


More shows like Advisor Talk with Frank LaRosa

View all
Founders by David Senra

Founders

1,855 Listeners

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

The Diamond Podcast for Financial Advisors

99 Listeners

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

The Perfect RIA

456 Listeners

The Compound and Friends by The Compound

The Compound and Friends

2,050 Listeners

Down the Middle by Peter Mallouk & Jonathan Clements

Down the Middle

141 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

237 Listeners

The Tony Sirianni Podcast by Tony Sirianni

The Tony Sirianni Podcast

5 Listeners

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

All-In with Chamath, Jason, Sacks & Friedberg

8,781 Listeners

Barron's Advisor by Barron's Advisor

Barron's Advisor

110 Listeners

Quantum Growth for Financial Advisors by Jonathan Kuttin

Quantum Growth for Financial Advisors

38 Listeners

AdvisorTrends - The 3xEquity Podcast by 3xEquity

AdvisorTrends - The 3xEquity Podcast

0 Listeners

RiskReversal Pod by RiskReversal Media

RiskReversal Pod

785 Listeners

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

The Efficient Advisor: Tactical Business Advice for Financial Planners

119 Listeners

Firm Transitions with Corey Walen by Corey Walen

Firm Transitions with Corey Walen

9 Listeners

Behind The Breakaway by Uptick Partners

Behind The Breakaway

4 Listeners