Advisor Talk with Frank LaRosa

Double Down on Service


Listen Later

In this episode, Elite Consulting Partners CEO Frank LaRosa and President Dale Dempsey educate their listener on the specifics of why focusing on client service is the key strategy advisors can employ to achieve the greatest positive impact on their practice now, regardless of market fluctuations that may be occurring.

Actionable insights covered include:
*why you need a bullet-proof client service model.
*the statistical analysis that demonstrates how your clients respond to your business actions.
*which proactive, specific, and measurable client service initiatives achieve the greatest results for a financial advisor.
*how communications and infrastructure systems create the efficiencies that maximize advisor-client relationships.

Frank and Dale dig deep with their analysis and shine a light on the simple yet immeasurably powerful steps advisors should be taking now to solidify their client relationships.

It is a must-listen discussion that empowers every advisor with the practical knowledge that can immediately be leveraged in client relationships to add value and foster practice growth.

...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

1,828 Listeners

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

The Diamond Podcast for Financial Advisors

100 Listeners

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

The Perfect RIA

458 Listeners

The Compound and Friends by The Compound

The Compound and Friends

2,039 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

233 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

8,747 Listeners

Barron's Advisor by Barron's Advisor

Barron's Advisor

106 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

789 Listeners

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

The Efficient Advisor: Tactical Business Advice for Financial Planners

113 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