Advisor Talk with Frank LaRosa

It's Time To Step Up - Why Advisors Need to Elevate Their Client Communication Game


Listen Later

Communicating with clients successfully is a business fundamental for every financial advisor, but very few advisors get it right - putting them at risk for having existing clients lured away and the funnel of new prospects drying up. In this episode, Stop complaining and get to work is the challenge Elite Consulting Partners CEO Frank LaRosa makes as he outlines the key communication strategies that work to engage new clients and retain existing ones while simultaneously forging the much necessary advisor-client bond. 
 

Learn  how to:

  • use social media and other digital communication to connect with prospects as an individual.
  • develop unique content so that you stand out from the rest of the pack.
  • handle the communications constraints prevalent at many wirehouse and other W-2 firms.
  • maximize the scale of your client communications through strategic use of available technologies.

The fact is, when it comes to client communications the power is in the hands of the advisor. It's time to move past the excuses on why client communication isn't working and use the knowledge Frank shares in this episode to put in place the communications strategies that will get you noticed. 

...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

2,170 Listeners

The Dividend Cafe by The Bahnsen Group

The Dividend Cafe

583 Listeners

The Game with Alex Hormozi by Alex Hormozi

The Game with Alex Hormozi

4,459 Listeners

Animal Spirits Podcast by The Compound

Animal Spirits Podcast

2,025 Listeners

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

The Diamond Podcast for Financial Advisors

99 Listeners

Wall Street Breakfast by Seeking Alpha

Wall Street Breakfast

1,047 Listeners

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

The Perfect RIA

463 Listeners

The Compound and Friends by The Compound

The Compound and Friends

2,116 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

244 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

5,564 Listeners

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

All-In with Chamath, Jason, Sacks & Friedberg

10,018 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

472 Listeners

Firm Transitions with Corey Walen by Corey Walen

Firm Transitions with Corey Walen

9 Listeners