Ranked #1
Hot Mic Episode: The Elephant In The room: Does Merrill Lynch Drop Out of Protocol?
Hot Mic Episode: The Elephant In The room: Does Merrill Lynch Drop Out of Protocol?
It's a subject being bantered about by many in the financial services industry - will Merrill Lynch leave protocol? The ... Read more
7 Sep 2019
•
8mins
Ranked #2
It’s Not About The Money, But It’s About The Money (EP.03)
It’s Not About The Money, But It’s About The Money (EP.03)
It's a seller's market in financial services and advisors interested in making a move are being offered unprecedented fi... Read more
19 Jun 2019
•
18mins
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Ranked #3
Breaking The Code - Deciphering the Mythology of Hybrid and RIA Models (EP.07)
Breaking The Code - Deciphering the Mythology of Hybrid and RIA Models (EP.07)
RIA and Hybrid are financial services buzz words, but do you truly understand these business models and their benefits? ... Read more
23 Jul 2019
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29mins
Ranked #4
Leading With Lending And The $50 Million Question
Leading With Lending And The $50 Million Question
What’s the one question you should be asking every wealthy client or prospect that can bring in $50m in new assets? Find... Read more
14 Oct 2019
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20mins
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Ranked #5
Ignorance is Bliss - The Top Ten Ways Advisors Make Mistakes That Result in Termination (Part 2 of a Two-Part Series) (EP.10)
Ignorance is Bliss - The Top Ten Ways Advisors Make Mistakes That Result in Termination (Part 2 of a Two-Part Series) (EP.10)
Compliance for advisors gets trickier and trickier every day. No advisor is a compliance expert and many - unwittingly s... Read more
12 Aug 2019
•
32mins
Ranked #6
Buyer Beware - Avoiding The Potential Pitfalls Of The Sales Pitch When Choosing Your New Firm Partner
Buyer Beware - Avoiding The Potential Pitfalls Of The Sales Pitch When Choosing Your New Firm Partner
What does looking both ways before you cross the street have to do with planning your transition? Everything, as Elite C... Read more
18 Nov 2019
•
14mins
Ranked #7
Behind The Wheel - Navigating The Art of The Deal When Making Your Transition
Behind The Wheel - Navigating The Art of The Deal When Making Your Transition
How do you best negotiate moving your practice to a new firm? Frank LaRosa takes this episode of 'The Financial Advisor'... Read more
25 Nov 2019
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18mins
Ranked #8
Proceed With Caution - The Pitfalls of Private Equity
Proceed With Caution - The Pitfalls of Private Equity
Is Private Equity money tempting you? Elite Consulting Partners CEO Frank LaRosa advises that it is best to think twice,... Read more
17 Mar 2020
•
19mins
Ranked #9
The Power of Shrinkage: Get comfortable with shrinkage because it can actually help you grow (EP.06)
The Power of Shrinkage: Get comfortable with shrinkage because it can actually help you grow (EP.06)
Shrinkage can be an uncomfortable subject - particularly when it comes to the 'more is better' mentality that prevails i... Read more
15 Jul 2019
•
24mins
Ranked #10
Top 5 Do’s and Don’ts of Preparing a Broker-Protocol Spreadsheet
Top 5 Do’s and Don’ts of Preparing a Broker-Protocol Spreadsheet
What are the top 5 do’s and dont’s of preparing your broker protocol spreadsheet and why preparing your spreadsheet corr... Read more
21 Oct 2019
•
21mins
Ranked #11
The Core Value Impact: Why advisors need to incorporate Core Values into their practice (EP.08)
The Core Value Impact: Why advisors need to incorporate Core Values into their practice (EP.08)
Regardless of the size of your advisory practice, defining your core values as an individual, professional, and a busine... Read more
29 Jul 2019
•
21mins
Ranked #12
You're Fired - Strategies and Lessons For The Recently Terminated Advisor (Part 1 of a two-part series) (EP.09)
You're Fired - Strategies and Lessons For The Recently Terminated Advisor (Part 1 of a two-part series) (EP.09)
You may think it will never happen to you, but as more and more advisors are discovering, being terminated by your firm ... Read more
5 Aug 2019
•
20mins
Ranked #13
Jingle All The Way - Separate Yourself From The Competition This Holiday Season
Jingle All The Way - Separate Yourself From The Competition This Holiday Season
How can holiday greetings and gifts for your clients impact your business? Elite Consulting Partners CEO Frank LaRosa ex... Read more
11 Dec 2019
•
23mins
Ranked #14
Merger Monopoly - The Tale of Ladenburg Thalman and It's Five Broker-Dealers
Merger Monopoly - The Tale of Ladenburg Thalman and It's Five Broker-Dealers
Is it the same financial services story with different names? Elite Consulting Partners CEO Frank LaRosa analyzes the im... Read more
11 Nov 2019
•
16mins
Ranked #15
Process Over Percentage is What Keeps Your Business Up When Markets Are Down
Process Over Percentage is What Keeps Your Business Up When Markets Are Down
Have you presented yourself to your clients as an asset manager? You may find yourself on the outside looking in when th... Read more
10 Mar 2020
•
18mins
Ranked #16
Rolling Out The Red Carpet - The Importance Of The Home Office Visit During The Recruiting Process (EP.16)
Rolling Out The Red Carpet - The Importance Of The Home Office Visit During The Recruiting Process (EP.16)
The home office visit is an important part of the recruiting process for both the advisor and the firm. This week's epis... Read more
30 Sep 2019
•
25mins
Ranked #17
Did You Do The Math? The Tax Implications of W-2 Vs. 1099 Deals
Did You Do The Math? The Tax Implications of W-2 Vs. 1099 Deals
It’s about what you keep, not what you get. The W-2 vs.1099 impact – which one is best for you? In this episode, Elite C... Read more
3 Mar 2020
•
11mins
Ranked #18
Rolling Out The Red Carpet - The Importance Of The Home Office Visit During The Recruiting Process, Part 2 of a 2-Part Series
Rolling Out The Red Carpet - The Importance Of The Home Office Visit During The Recruiting Process, Part 2 of a 2-Part Series
This week's episode of "The Financial Advisor's Advisor" offers up part two of a special two-part series on the home off... Read more
7 Oct 2019
•
17mins
Ranked #19
What’s In a Name – How Deciding The Right Name for Your Business or Practice Impacts Growth (EP.13)
What’s In a Name – How Deciding The Right Name for Your Business or Practice Impacts Growth (EP.13)
The importance of being strategic and forward-thinking about your business is paramount to success. Getting down to fund... Read more
9 Sep 2019
•
22mins
Ranked #20
Location, Location, Location - The Relationship Between Real Estate and Business Success (EP.15)
Location, Location, Location - The Relationship Between Real Estate and Business Success (EP.15)
Real estate, in particular office space, has a big business impact from its financial implications on a company's P&... Read more
23 Sep 2019
•
18mins
