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Key highlights include:
-Why your CRM is only as powerful as your process - and how to fix it
-What “lead scoring” really means and how it helps you prioritize outreach
-How client journeys within a CRM support long-term relationship building
-Real-life examples of turning cold leads into warm opportunities
-What happens when you don’t follow up - and the cost of missed chances
If you’ve ever said, “I’ll remember to follow up later,” this episode is your wake-up call. Learn how to streamline your system, automate the right touchpoints, and build a practice that doesn’t just capture leads - but closes them.
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Highlights include:
-The real difference between recurring and advisory revenue—and why it matters for your valuation.
-Why managing client assets yourself can decrease your business’s value.
-Red flags buyers look for, including data disorganization, aging client bases, and weak G2s.
-The role of infrastructure, compliance, and staff continuity in boosting buyer confidence.
-How to apply the 80/20 rule to client segmentation for greater clarity and value.
-Why five years is the sweet spot for prepping your business for sale—and how to get started.
If you’ve ever thought about retiring, even in passing, this episode is your sign to start preparing now. The earlier you act, the more options and leverage you’ll have when it’s time to make your next big move.
Need help building a transferable practice?
Visit www.eliteconsultingpartners.com today.
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Saknas det avsnitt?
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Highlights include:
-The real definition of AI - and what it isn’t
-How advisors can use AI now for content creation, meeting summaries, keyword tracking, and CRM automation
-Why prompt engineering is the new must-have skill for marketing and operations
-Use cases for predictive analytics in revenue growth, client retention, and opportunity spotting
-The power (and risk) of AI-generated content - and how to avoid compliance nightmares
-What “co-intelligence” really means in the age of AI-enhanced advisory firms
Whether you’re an early adopter or still skeptical, this episode will change the way you think about AI’s role in your practice - and give you the tools to start using it wisely, safely, and efficiently.
Reach Sue at: [email protected]
And Brian at: [email protected]
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Highlights include:
-The myth of the “golden” handcuffs - and why deferred comp, equity, and retirement packages might not be worth staying for
-Real-life examples of advisors losing $40K/month by not making a decision
-How Elite’s pro forma modeling helps advisors make sense of the math behind a transition
-The psychological power of complacency - and how to recognize if you’re stuck
-Why going independent can unlock new levels of energy, growth, and client engagement
-The importance of exploring your options - not just financially, but qualitatively
Bottom line: you don’t know what you don’t know. This episode is your invitation to challenge the narrative and take a serious look at what’s possible - before staying put costs you more than you realize.
To reach out to Sue Cheema, you can find her at [email protected].
And for Brian Lutz, email him at [email protected]
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Key takeaways include:
-What “managed CRM services” actually mean for advisors
-How JEDI helps automate repetitive tasks like RMD reminders and client scheduling
-Why data integrity is non-negotiable - and how to test if your data is clean
-The direct impact of CRM optimization on firm valuation and exit strategy
-Real use cases for automation, integration, and proactive problem solving
Whether you're growing your practice or thinking long-term about your legacy, this conversation is packed with tactical insights to help you get more out of your CRM - and your business.
Connect with Us:
Learn more at www.JEDIDatabaseSolutions.com
Contact Sue at [email protected]
Check out some of JEDI's resources here! - https://jedidatabasesolutions.com/resources/
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Highlights from the episode include:
-Why having a successor doesn’t mean you’ve solved for succession.
-The real risks of passing your business to an underprepared or undercapitalized G2.
-Why external buyers may offer a better deal - and still keep your G2 in the picture.
-How top acquiring firms use process, mentorship, and scale to support long-term success.
-The critical mindset shift advisors must make to ensure client continuity and practice value.
If you’ve already “picked your person” but haven’t explored every option - or if you’ve avoided the conversation altogether - this episode offers the clarity you didn’t know you needed.
Listen now and be sure to subscribe on your favorite podcast platform.
Want to connect with Frank and the team? Reach out at:
DM Frank on Instagram: @FrankLaRosa.Elite
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Other highlights include:
The case for dynamic segmentation and why it outperforms static lists.
How to unify contact data across multiple channels to avoid over-messaging.
Creating behavioral triggers that pause or adjust email sequences based on client actions.
Personalization tips, like phonetic name spelling, that boost client trust and connection.
Why great marketing is ultimately just great business.
Tune in for a fun, fast-paced discussion that blends marketing savvy with data-driven insights - proving that when the “marketing geeks” and “data nerds” come together, real magic happens.
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Other highlights include:
-Why “dialing in your dashboard” can help advisors focus on what matters most.
-How task management, client demographics, and time allocation metrics can drive more informed decision-making.
-Why tracking centers of influence and referral pipelines is critical for long-term growth.
-The difference between having data - and actually using it to improve performance.
-How custom dashboards can help teams of all sizes stay aligned and efficient.
If you’re an advisor or firm leader looking to turn untapped data into real results, this episode is packed with actionable ideas and fresh perspective. Because in today’s competitive landscape, it’s not just about having data - it’s about knowing how to use it.
Visit www.JEDISolutions.com today!
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Frank and Sue break down essential automation strategies that every advisor should implement:
-How to streamline client onboarding with automated workflows to save time and reduce human error.
-Using automated tracking and email alerts to ensure clients take required minimum distributions on time.
-Automating tax document distribution to improve efficiency and avoid last-minute client frustrations.
-Why clean, structured data not only improves operations but also increases business valuations in M&A deals.
-How automating processes allows your business to not be dependent on one person knowing how to do everything.
-Learn how to leverage dashboards and analytics to make informed business decisions that drive profitability.
If you’re an advisor looking to optimize your back-office operations, this is an episode you don’t want to miss! Ready to take your practice to the next level? Contact Sue at [email protected] or reach out to Frank at [email protected].
Like, subscribe, and leave us a review!
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Other highlights include:
-Why financial advisors need to become lifelong students of the industry.
-How deeper data strategies are revolutionizing business growth - and why most firms are still missing the mark.
-The exciting plans to open next year's IGNITE Conference to financial advisors for the first time.
-Why marketing, branding, and personal development are becoming essential skills for advisors.
-A candid look at how true partnerships - not just transactions - are reshaping the wealth management space.
If you're an advisor looking to grow, lead, and think differently about your career and your business, this episode is a must-listen. Because in today’s fast-moving environment, what you don’t know can hurt you - but it can also be your greatest opportunity for growth.
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Key takeaways from today’s episode include:
-How to identify the right metrics that drive better lead generation and client conversions.
-The value of internal and external Net Promoter Scores for client retention and operational insight.
-Why small firms need to think like big ones - and build systems that scale.
-How to future-proof your business with the right tech stack, workflows, and integrations.
-What Amazon, Tom Brady, and Ferrari racing all have in common with elite advisory practices.
From client segmentation to CRM integrations, this episode offers actionable insights for advisors looking to run smarter, more scalable businesses. Tune in to learn how data can be your competitive edge - and how to get started, no matter the size of your firm.
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In this live edition of Advisor Talk, recorded on the floor at IGNITE, Elite Consulting Partners CEO Frank LaRosa sits down with Senior Vice President-Head of Advisor Recruiting Consulting at Raymond James, Joseph Pellegrini, for a conversation centered on what truly sets the firm apart - choice, culture, and advisor autonomy.
Whether W-2 or 1099, Raymond James offers advisors a platform that meets them where they are, with the flexibility to grow their business on their own terms. The discussion explores how the firm’s commitment to culture, customization, and long-term partnership continues to attract top advisor talent.
If you’re curious about what real independence with real support looks like, this conversation is one you won’t want to miss. -
On Day 2 of Advisor Talk live from IGNITE, Frank LaRosa is joined by Brian Mora, Senior Vice President at Ameriprise, for a powerful conversation on leadership, advisor growth, and the evolving expectations in today's wealth management landscape.
From creating meaningful advisor experiences to staying agile in a fast-moving industry, Brian shares his perspective from the top - and what it takes to lead with purpose.
Tune in for behind-the-scenes insights from the IGNITE conference floor. -
In this special live edition of Advisor Talk, recorded on Day 1 of IGNITE, Elite Consulting Partners CEO Frank LaRosa sits down with top voices in the industry to discuss the energy, innovation, and big ideas shaping the future of wealth management.
Tune in for real-time insights from the floor, including advisor trends, firm culture highlights, and what’s next for Steward Partners.
Whether you were there in person or missed the event, this episode brings you straight into the action. -
Topics covered include:
Rich’s path to the CEO role and his early vision for the future of LPL.
The evolution of affiliation models - from 1099 to W-2 and beyond.
Why independence isn’t just a structure - it’s a mindset.
LPL’s take on private equity’s role in the industry and the cautionary tale it presents.
How LPL is helping advisors monetize their practices without selling out.
The importance of staying small while scaling big - and delivering “unreasonable hospitality.”If you’re an advisor thinking about your next chapter, your firm’s long-term strategy, or what true partnership looks like, this episode is packed with insight from the top.
Listen now and don’t forget to subscribe on your favorite podcast platform.
Want to connect with Frank? Reach out at:
[email protected]
DM Frank on Instagram: @FrankLaRosa.Elite -
In this episode, they unpack:
Why advisor choice is shrinking - and what that means for your future
How OSJ’s and producer group models are more relevant than ever
The cultural disconnect between firm leadership and field teams
Why the RIA space is no longer the “wild west” and is closing the gap with IBDs
How consolidation is forcing advisors to re-evaluate what they really wantWhether you’re looking for better service, more autonomy, or simply trying to avoid being caught in another acquisition wave, this episode delivers straight talk and practical insight to help you make the best move for your business.
Have a question for Frank? Reach out at [email protected] or DM him on Instagram (@FrankLaRosa.Elite).
Like, subscribe, and leave a review!
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In this episode, Frank breaks it all down:
-Why the $90M SEC penalty wasn’t actually dismissed – and what a “reprieve” really means
-The financial and emotional toll of multi-year legal battles (even when you ‘win’)
-How thin margins and legal pressure can force even well-run firms into tough decisions
-The cultural clash that may lie ahead between LPL and Commonwealth
-Why perception isn’t always reality – and how advisors can read between the lines
If you’re an advisor at Commonwealth, LPL, or simply paying attention to how industry consolidation impacts your future, this episode is essential listening.
Have a question for Frank? Reach out at [email protected] or DM him on Instagram (@FrankLaRosa.Elite).
Like, subscribe, and leave a review!
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Topics covered include:
Why comparing payout percentages rarely tells the full story.
How custom pro formas cut through the noise and reveal the real net numbers.
The top mistakes advisors make when analyzing firm economics.
How a $100K difference can shrink fast when you factor in headcount, taxes, and firm fees.
What actually moves the needle in long-term success (hint: it’s not the ticket charges).
If you’re evaluating a potential move or feeling stuck in analysis paralysis, this episode is your wake-up call to stop splitting hairs and start focusing on what really matters.
Listen now and be sure to subscribe on your favorite podcast platform. Want to connect with Frank and the team? Reach out at:
DM Frank on Instagram:
@FrankLaRosa.Elite
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Show highlights include:
-The ripple effects of a $90M SEC fine and how it may have triggered this acquisition
-The unintended consequences advisors face when their firm’s actions force them into quick decisions
-How consolidation is impacting advisor choice and independence
-Why now is the time to be selfish - and strategic - when it comes to your business
Whether you’re with Commonwealth, LPL, or any other firm navigating today’s rapidly evolving industry, this episode is a must-listen.
Have a question for Frank? Reach out at [email protected], or DM him on Instagram (@FrankLaRosaElite).
Like, subscribe, and leave us a review!
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Topics covered include:
Why more conversations don’t always mean more clarity.
How to know when it’s time to stop looking and start deciding.
The role a strategic consultant plays in simplifying the firm selection process.
What really differentiates firms beyond compensation and tech.
The mindset shift needed to find your “forever firm.”If you’re in transition or even just thinking about a potential move, this episode offers a candid look at the mistakes to avoid - and the process that actually works.
Listen now and be sure to subscribe on your favorite podcast platform. Want to connect with Frank and the team? Reach out at:
[email protected]
[email protected]
DM Frank on Instagram: @FrankLaRosa.Elite - Visa fler
