Episodes: 360
Frequency: Weekly
Rating: 4.8/5.0
Estimated listeners: 1,000 - 10,000
Listener location: USA
YouTube: 2.2k subscribers
Instagram: 950 followers
Publicly listed emails
frank@eliteconsultingpartners.com
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Frank LaRosa - Chief Executive Officer of Elite Consulting Partners, focused on helping financial advisors evaluate firms, manage transitions, and make strategic career and business decisions.
Stacey Frank - Chief Revenue Officer and Executive Vice President of Sales at Elite Consulting Partners, specializing in financial advisor consulting and industry transition strategy.
Michael Brady - Building A Financial Advisory Practice Around Philanthropy, Attracting Aligned Clients Through Positive Friction, Charitable Board Involvement, Purpose-driven Business Models, And Client Trust.
Greatest Hits: Why Do the Most Successful Financial Advisors Focus on Purpose Instead of Payout?
October 15, 2026
Key questions answered in this episode:What is the difference between a financial advisor’s goals and their purpose?Goals define outcomes; purpose defines motivation. Advisors who mistake goals for purpose often feel lost after achieving success.Why do advisors feel unfulfilled after hitting major milestones?Reaching AUM targets, exit valuations, or retirement dates doesn’t replace the deeper fulfillment that comes from meaningful client impact.How does purpose improve advisor-client relation...
Greatest Hits: Inside The Succession Trap - Why Sell and Exit Deals Keep Failing
October 08, 2026
Most advisors say they want to exit. What they actually want is to stop doing the parts they hate. Scott Danner has had this conversation more times than he can count. The advisor says they want to sell. Then the deal falls apart. Not because the numbers were wrong but because nobody asked the right question at the start. Scott is the Executive Vice President and Head of Legacy at Steward Partners. He founded Freedom Street Partners in 2016, built it to nearly $3.5 billion in AUM, and sold it...
Your Clients Follow You, Not Your Firm's Name
October 01, 2026
Frank has a story from just yesterday that proves clients do not care what your firm is called.Frank opens with a principle he has seen play out for years, every firm has its day in the sun and every firm has its day in the darkness. Stacey adds that firms move through natural phases of growth and reputation and that an advisor who assumes their own firm is immune to that cycle is simply not paying attention.Frank shares a real conversation from the day before recording, an advisor in Texas w...
MDRT Podcast · Medium booking difficulty · 100 - 1,000 listeners
Financial Advisor Success · High booking difficulty · 10,000 - 100,000 listeners
The Perfect RIA · Low booking difficulty · 1,000 - 10,000 listeners
Advisor Talk with Frank LaRosa is hosted by Frank LaRosa and Stacey Frank. Its publicly listed email is frank@eliteconsultingpartners.com. For guest bookings, the host or producer is usually the best person to reach. Podseeker helps you find direct host and producer contacts and pitch from your own inbox.
The publicly listed email for Advisor Talk with Frank LaRosa: frank@eliteconsultingpartners.com.
Podseeker estimates Advisor Talk with Frank LaRosa reaches 1,000 to 10,000 listeners per episode. Only the publisher has exact numbers.
Advisor Talk with Frank LaRosa typically books industry leaders. Typical guest background: Financial advisory firm founders, wealth management executives, experienced financial advisors, and specialists in advisor transitions, succession, practice management, or industry strategy. Common among recent guests: Founded or leads a financial advisory or wealth management firm; Built or transitioned a successful advisory practice; Developed expertise in advisor recruiting, succession, practice management, or wealth management strategy. Recent guests include Michael Brady.
Medium. Guests usually need solid credentials in the topic and an idea that fits the show.
Recent episodes cover Business, Financial Services, Practice Management, Advisor Transitions, and Wealth Management. Pitch an idea tied to one of these topics and mention a recent episode.
Publicly listed emails
frank@eliteconsultingpartners.com
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