All Episodes
Advisor Talk with Frank LaRosa — 338 episodes
What If You Never Try: One Decision That Changed Her Career
Inside The Succession Trap: Why Sell and Exit Deals Keep Failing
Know What You're Saying No To | The Ameriprise Truth with Brian Mora
No Jerks Allowed | Raymond James' Philosophy for Financial Advisors
The $9 Million Gap: When Money IS the Reason to Move
Leaving Your Firm? What Advisors Wish They Knew
Stop Waiting: Your Deferred Comp is a Trap
Special Edition: How Financial Advisors Should Be Thinking About AI
Selling 20% of Your Practice? You May Lose Control
Greatest Hits: M&A Masterclass with Jon Kuttin
Greatest Hits: Private Equity, Independence, and the Future of Wealth Management with NewEdge CEO Rob Sechan
Greatest Hits: Cetera CEO Mike Durbin on the Future of Independent Financial Advisors
Minority Stakes in Advisory Practices: Opportunity or Trap?
How Financial Advisors Should Actually Be Using AI
Should Financial Advisors Stay or Switch Firms? The Cost of Not Deciding
Why Do the Most Successful Financial Advisors Focus on Purpose Instead of Payout?
Are You Making a Transactional or Transformational Career Move?
Don’t Just Grow… Grow the Right Way
Greatest Hits: Inside the Transition - What Really Happens When Advisors Move
Painpoints Technology Can Solve
Greatest Hits: Financial Advisor Transitions - Don’t Get Played on Recruiting Deal Numbers
Direct Affiliation vs. OSJ: Which Model Is Right for You?
Comparing Major CRMs: Inside JEDI’s New Platform Comparison Whitepaper
The Six Defining Trends Shaping Financial Advisors in 2025
How Advisors Stay Competitive in 2026
Should You Go RIA? With Chuck Failla
Which CRM Should Financial Advisors Choose?
M&A Masterclass with Jon Kuttin
Greatest Hits: Why Most CRMs Fail and How to Fix Them
Cetera CEO Mike Durbin on the Future of Independent Financial Advisors
M&A Outlook 2026: Dual Monetization, PE Pitfalls & What Advisors Need to Know
Marketing Vs. Branding: What Advisors Get Wrong
Listening, Engaging, Converting: Social CRM In Action
You Don’t Know What You’re Saying No To – with Brian Mora
Can Financial Advisors Really Trust Generative AI?
250th EPISODE SPECIAL | The Biggest Lesson's Advisors Never Learn
HOT MIC: The Truth Hurts - Why Discomfort Drives Growth
Unlocking Hidden Value: How Financial Advisors Can Leverage Investment Banking (Part 3)
Unlocking Hidden Value: How Financial Advisors Can Leverage Investment Banking – with Ken Grider of Raymond James (Part 2)
Unlocking Hidden Value: How Financial Advisors Can Leverage Investment Banking – with Ken Grider of Raymond James (Part 1)
From Lead to Loyalty: CRM’s Role in Customer Journey Mapping
Private Equity, Independence, and the Future of Wealth Management with NewEdge CEO Rob Sechan
The Power of Video Marketing for Financial Advisors - with Angela Wolf
From Practitioner to Business Owner with Jon Randall, Founder of eXtraordinary Financial Advisors
AI and Sentiment Analysis in Social CRM
Breaking the Status Quo: How Advisors Can Redefine Success
Why Most CRMs Fail (and How to Fix Them)
When Is the Best Time for Financial Advisors to Transition Firms?
The #1 Tech Mistake RIAs Make (And How to Fix It)
Financial Advisor Transitions: Don’t Get Played on Recruiting Deal Numbers
Greatest Hits - How to Build a Practice That Attracts a Premium Buyer
Technology That Builds Value
Winning High-Net-Worth Clients
AI, Automation, and the Next Generation of CRM Solutions
What Do You Want to Be When You Grow Up?
How The Top 1% of Advisors Actually Spend Their Week
Is Your Tech Stack Costing You Clients?
It’s Not Just the Payout - It’s the Profitability
Can You Trust AI With Your Succession Plan?
Greatest Hits - The Truth Behind Transition Deals
How Your CRM Can Build Client Loyalty
Calling All OSJ's
Future-Proofing Your Tech Stack: What Advisors Need Now
Greatest Hits - Ameriprise at IGNITE: A Live Conversation on Empowering Advisors and Driving Change
Why Advisors Struggle with CRM Adoption - and How to Fix it
Is PE Worth It? Don't Get Enamored By The Check
Data-Driven Decision Making: Enhancing Client Relationships
From Deal to Done: The Smooth Succession Timeline
Making Your Data Work for You
The Exit Mindset: When, Why, and How to Plan Your Succession
Is Your CRM a Cybersecurity Risk?
Inside the Transition: What Really Happens When Advisors Moves
From Chaos to Clarity: Streamlining Operations with Data
Finding Your Freedom and Doubling Your Revenue
Marketing Funnels for Advisors: From Stranger to Client
The Real Cost of Doing Nothing: How Inaction Hurts Advisor Growth
Stop Losing Leads: How a CRM Captures Every Opportunity
How to Build a Practice That Attracts a Premium Buyer
Integrating AI Into Advisory Practices
Breaking the Golden Handcuffs: Why Advisors Stay Too Long at the Wrong Firm
What is JEDI: And Why it Matters for Financial Advisors
Succession Isn't Sentimental: It's Strategic
Building Trust That Books Meetings
Dial In Your Data
Greatest Hits: The Power of Automation: 3 Strategies to Streamline Your Practice
You Don't Know What You Don't Know: A Recap From IGNITE 2025
Data-Driven Growth for Advisors
Raymond James at IGNITE: A Live Conversation on Firm Culture and Advisor Choice
Ameriprise at IGNITE: A Live Conversation on Empowering Advisors and Driving Change
Steward Partners at IGNITE: A Live Conversation on Leadership and Growth
200th Episode Special: The Future of Independence with LPL CEO Rich Steinmeier
The Real Impact of Industry Consolidation
HOT MIC - LPL Acquires Commonwealth: What Advisors Need to Know - Part 2
The Truth Behind Transition Deals
HOT MIC - LPL Acquires Commonwealth: What Advisors Need to Know
Understanding the Process of Finding a New Firm
Scaling your Practice with the Right CRM Strategy
Overwhelmed as a Business Owner? Smart Strategies for Advisors
The Power of Automation: 3 Strategies to Streamline Your Practice
The Entrepreneurial Mindset Advisors Need to Win
Adapting to Change: Essential Strategies for Advisor Success
The Most Common Transition Fears - and How to Beat Them
M&A in 2025: What Every Advisor Needs to Know
Strategic Planning for Advisors: Your 2025 Checklist
Mastering Metrics: How Data-Driven Decisions Drive Success
Smart Solutions for Advisors Nearing Retirement
Greatest Hits - Mastering Practice Management
Greatest Hits - Thriving in Change: The Power of Brand Evolution
Key Trends Advisors Need to Watch in 2025
Insights from Our Top Episodes of 2024
The 10 Habits That Drive Entrepreneurial Success
Greatest Hits - What is Complacency Costing You?
What Every Advisor Needs to Know Before Changing Firms
The Most Common Transition Fears - and How to Beat Them
Big Wins Require Bold Moves
Avoiding the Danger Zone: Legal Essentials for Financial Advisors
Client Relationships: The Key to Practice Longevity
Greatest Hits - The Spectrum of Advisor Independence
Greatest Hits - The Power of Home Office Visits
Greatest Hits - Empowerment Strategies for Business Success
Mastering Practice Management
Greatest Hits - Hot Mic Discussion: What’s Your Practice Actually Worth?
Greatest Hits - Streamlining Success: How Consultants Empower Financial Advisors
Greatest Hits - The Hidden Pitfalls of Private Equity Deals
Thriving in Change: The Power of Brand Evolution
What is Complacency Costing You?
Shape Your Online Presence: How to Stand Out
AI vs. Authenticity: Marketing Trends for Financial Advisors
Working On vs. In Your Business
Greatest Hits - A 9 to 5 is Part Time
Greatest Hits - Amidst Acquisition Chaos
Greatest Hits - RIA 101 With Vince Leto
Strategic Moves: Embracing Transition Deals in Today's Market
The Hidden Pitfalls of Private Equity Deals
Greatest Hits - Do You Have A Crystal Ball for Your Business?
Greatest Hits - Peak Performance with Alan Stein Jr. – World Renowned Speaker, Coach, and Best-Selling Author
Leveraging Authority Marketing for Practice Growth
Greatest Hits - Purpose Driven Mindset with Ben Newman - Performance Coach, International Speaker, Bestselling Author
The Power of Home Office Visits
Greatest Hits - Unleash Your Potential Through Visualization
Advisor Insights: Making Moves with Jon Kuttin and Frank LaRosa
Streamlining Success: How Consultants Empower Financial Advisors
Greatest Hits - Mastering the Art of M&A
Raymond James' Pathways for Advisor Growth
Do You Have A Crystal Ball for Your Business?
Adapting to Change: Essential Strategies for Advisor Success
Hot Mic Discussion: A 9 to 5 is Part Time
Amidst Acquisition Chaos
Greatest Hits - Unlocking Success for Independent Advisors
Hot Mic Discussion: What’s Your Practice Actually Worth?
Welcome to the Real World with Chris Shaw - Sanctuary Wealth
Greatest Hits - The Power of Branding Series with Tina Beck, CMO - Elite Consulting Partners - Episode 2
Greatest Hits - Don’t Get Distracted By Shiny Objects – with Stacey Frank, Elite Consulting Partners
Greatest Hits - To Be an RIA, or Not to Be an RIA
Empowerment Strategies for Business Success
Unlocking Success for Independent Advisors
Mastering the Art of M&A
What RIA Structure is Right for You?
RIA 101 With Vince Leto
Break Free from Decision Fatigue
Greatest Hits - The Core Values Blueprint – with Stacey Frank, Vice President & Managing Director – Elite Consulting Partners
Greatest Hits - Structured for Success with Kimberly Sanders, Senior Vice President of Business Development, Strategic Wealth Services at LPL Financial
Greatest Hits - Strong Culture Equals Strong Results with Stacey Frank, VP and Managing Director at Elite Consulting
Greatest Hits - Dominate the Marketing Game with Tina Beck , President – Elite Marketing Concepts
Exit Mastery - Unveiling the Secrets
Greatest Hits - Becoming a Leader with Ray Kelly
Unleash Your Potential Through Visualization
To Be an RIA, or Not to Be an RIA
Mergers, Acquisitions, and High Net Worth – Part 2 – with Russ Jones Executive Director of Private Wealth Service Group at Lincoln Financial Advisors, and Dan Prisciotta, the CEO of Equity Strategies Group
Mergers, Acquisitions, and High Net Worth – with Russ Jones Executive Director of Private Wealth Service Group at Lincoln Financial Advisors, and Dan Prisciotta, the CEO of Equity Strategies Group
Don’t Get Distracted By Shiny Objects – with Stacey Frank, Vice President and Managing Director – Elite Consulting Partners
The Spectrum of Advisor Independence with Stacey Frank, Vice President & Managing Director – Elite Consulting Partners
The Core Values Blueprint – with Stacey Frank, Vice President & Managing Director – Elite Consulting Partners
Dominate the Marketing Game with Tina Beck, President – Elite Marketing Concepts & CMO – Elite Consulting Partners
Supported Independence Success with David Karr, Chairman - Equitable Advisors
Strong Culture Equals Strong Results with Stacey Frank, Vice President and Managing Director – Elite Consulting Partners
Independence or Independent – Understanding the Difference with Thom Powers, Director of Business Development, Elite Consulting Partners
Tactical Growth with Nate Lenz - Co-Founder and CEO, Concurrent Advisors
Becoming a Leader with Ray Kelly - Senior Vice President - Think2Perform
Introducing the Financial Advisor Success Syndicate with Jon Kuttin, CEO Kuttin Consulting Group
Greatest Hits - Lead by Example with Stephen Drum
Greatest Hits - Playing the Long Game with Scott Curtis, President Private Client Group - Raymond James
Greatest Hits - Structured for Success with Kimberly Sanders, Senior Vice President of Business Development, Strategic Wealth Services at LPL Financial
The Keys to Consolidation with Kristen Kimmell - EVP, Head of Business Development – Osaic formerly Advisor Group
Preventers of Growth Episode 3 with Jon Randall, PhD(c): Founder, eXtraordinary Financial Advisors
Preventers of Growth Episode 2 with Jon Randall, PhD(c): Founder, eXtraordinary Financial Advisors
Preventers of Growth with Jon Randall, PhD(c): Founder, eXtraordinary Financial Advisors
Behind the Wheel – Advisors Pay Attention
The Advisor Advantage with Private Advisor Group
The What and Why of an ESOP Plan with Stephen Berman, Managing Director, CSG Partners
Greatest Hits - The Power of Branding Series With Tina Beck, CMO - Elite Consulting Partners
Structured for Success with Kimberly Sanders, Senior Vice President of Business Development, Strategic Wealth Services at LPL Financial
Lead by Example with Stephen Drum - Leadership Expert/Trainer, Author, Retired US Navy SEAL
Break the Mold with Chip Munn, CEO - Signature Wealth Group
Behind the Wheel – Focus on What’s in Front of You
Greatest Hits - Radical Transparency with Ed Harrington, Executive Vice President – Private Client Division, Oppenheimer
Greatest Hits - The Frontlines of Financial Services – with Dave Rutherford and Kyle Kroberger, Former U.S. Navy SEALs
Greatest Hits -
The Power of Branding Series with Tina Beck, CMO - Elite Consulting Partners - Episode 2
The Power of Branding Series With Tina Beck, CMO - Elite Consulting Partners
Behind the Wheel – Leadership Lessons
Find your Niche with Nate Lenz, CEO and Co-Founder of Concurrent
Advisor Empowerment with Libet Anderson, President - Concourse Financial Group Securities
Culture as Catalyst
The LPL Playbook
Support Structure with Vince Fertitta, President of Wealth Management, Sanctuary Wealth
The Value Proposition with Rich DeSalvo - CEO of f3Logic, a Gallagher Company
Get to Work
Playing the Long Game with Scott Curtis, President Private Client Group - Raymond James
Radical Transparency with Ed Harrington, Executive Vice President – Private Client Division, Oppenheimer
A Model For Success with Rita Robbins, Founder & President – Affiliated Advisors
Greatest Hits - Learn About LPL Linsco with Clare Kiesel - Senior Vice President, Business Development, LPL Independent Employee Channel
Power Performance – with Matt Reiner, Managing Partner, Capital Investment Advisors and Host of Bridging the Gap Podcast
Greatest Hits - Advisor Talk 2022 Celebration
Greatest Hits Episode - Legal Perspective Series - with Brian Neville, Founding Partner of Lax & Neville
Greatest Hits Episode - Process Drives Profit with Kate Guillen – Founder and Lead Coach, Simplicity Operations Management
Greatest Hits Episode - Advisor Success in a Volatile Market with Jon Kuttin, Founder & CEO Kuttin Wealth Management
Greatest Hits Episode - Peak Performance with Alan Stein Jr. – World Renowned Speaker, Coach, and Best-Selling Author
Behind the Wheel – Navigating the Art of The Deal When Making Your Transition
On The Hunt
Planning & Process for Transition Success
Finish Strong
Tactical Teachings with Jeff Concepcion, Founder & CEO – Stratos Wealth Partners
Compound Pound Your Effort
Learn About LPL Linsco with Clare Kiesel - Senior Vice President, Business Development, LPL Independent Employee Channel
It’s Time to Get Social
The Frontlines of Financial Services – with Dave Rutherford and Kyle Kroberger, Former U.S. Navy SEALs
M&A Masterclass
Lessons Learned – A Recap of the LPL Conference
Behind the Wheel Edition – A Time of Opportunity
Process Drives Profit with Kate Guillen – Founder and Lead Coach, Simplicity Operations Management
Peak Performance with Alan Stein Jr. – World Renowned Speaker, Coach, and Best-Selling Author
Advisor Success in a Volatile Market with Jon Kuttin, Founder & CEO Kuttin Wealth Management
You Started a BD or RIA - Now What?
Behind the Wheel - Strategies for Advisors on the Move
The More Things Change . . .
100th Episode Celebration
Attract the Right Talent
Advisor First - with Desireé Sii, President and CEO - SagePoint Financial Inc.
Purpose Driven Mindset with Ben Newman - Performance Coach, International Speaker, Bestselling Author
Legal Perspectives Episode 4 with Brian Neville, Founding Partner of Lax & Neville
Legal Perspectives Episode 3 with Brian Neville, Founding Partner of Lax & Neville
Mad Libs for Advisors
Stifel Independent Advisors with Alex David, President & CEO, and Tim Boostrom, Director of Business Development
Purpose Over Profit
The Lion Hunter and The Advisor
Vision for Growth - with Jon Kuttin, Founder & CEO - Kuttin Wealth Management
LPL Financial's Strategic Wealth Services Model - with Kimberly Sanders, Senior Vice President
Legal Perspective Series Episode 2 - with Brian Neville, Founding Partner - Lax & Neville
Legal Perspective Series - with Brian Neville, Founding Partner of Lax & Neville
The Slow Boil
Your Questions Answered!
Double Down on Service
Legal Lessons for Advisors Making a Move
The Future is Now - Plan Ahead for a Successful 2022
'Tis The Season To Hit The Bid
Entrepreneurial Explosion - The New Advisor Mindset
Power Podcast - Practice Growth by CPA
Wirehouse Wave - Why W2 to W2 Moves Are Increasing
RIA Boom - An Interview with Nathan Stibbs, President & CSO - Continuum Advisory LLC
Build Your Business For Success - An Interview with Michelle Seiler Tucker, CEO, Seiler Tucker
Road Warrior - An Unfiltered Financial Services Discussion
HAVE FAITH - An Interview with Vaughn Kohler
Independent Thinking with Bill Walsh - Regional Market Manager, Senior Transition Consultant
Industry Impact - A Discussion with Scott Breault, Regional Market Manager, Senior Transition Consultant
Expand Your Mind, Expand Your Business
NFT Confusion - Why the Disruptive Trend Is One To Watch
No Grind, No Glory
Crypto Currency - Why Advisors Need to Pay Attention
Eyes Wide Open - Is it a DEAL or a LOAN?
Protect Yourself - FSI's New Health Insurance Program for Financial Advisors
In-Network - Relationships, Recruiting, and Results
Keep the Home Fires Burning - Wells Fargo Chooses to Leave the International Space
Watch Your Back - Beware of Hidden Competition
Lead-Gen Lessons with Jeremiah Desmarais, CEO - Advisorist
Babies, Boxing, and Business - A Conversation With Austin Philbin, Chief Administrative Officer, Dynasty Financial Partners
Thinking Ahead - Predictions That Matter For Financial Services In 2021
HubTalk - The COVID Wave To Independence
Much Ado About Nothing - The Protocol Non-Event
Watch For The Waves - The Effect of COVID on Financial Services
'Tis The Season - Analyzing The Fiscal Maneuvering Firms Will Use To Close 2020
Want To Increase Your Succession Payout by 288%? Consider Dual-Monetization
Forward Thinking - An Interview with Michael Bryan, CEO, Triad Hybrid Solutions
Leading and Listening - An Interview With Adam Antoniades, CEO, Cetera Financial Group
A Time of Opportunity - An Interview with Manish Dave, Senior Vice President, Business Development, Ameriprise Financial
A New Kind Of Independence - An Interview with James Gold, CEO, and Douglas Kentfield, Head of Wealth Management, Steward Partners
Behind the Scenes with Rich Steinmeier and LPL's new EMPLOYEE MODEL
What got you HERE will not get you THERE....
It's Time To Step Up - Why Advisors Need to Elevate Their Client Communication Game
The Pitfalls of Zoom Technology On Long-Term Client Relationships
You Do You - Independence Isn't The Only Option
The Leadership Series: Business Partners Jonathan Freeman and Brian McCarver, Stonebridge Financial Group
The Interview Series: Ben Newman, Mental Conditioning Coach for University of Alabama Football
The Interview Series - Joe Lyons, Managing Partner, Mooney Lyons
Master Your Craft - Skills Advisors Need To Win On Today's Playing Field
Plan For The Worst, Hope For The Best - Strategies For Smaller Firms and Their Advisors
The Interview Series - Conor Delaney, Founder of The Good Life Companies
Which Firms Are The Winners And The Losers Of The Crisis?
Tech Tips - Using Email for Efficiency
Talk to Me - Are You Communicating Effectively During The COVID-19 Crisis?
Proceed With Caution - The Pitfalls of Private Equity
Process Over Percentage is What Keeps Your Business Up When Markets Are Down
Did You Do The Math? The Tax Implications of W-2 Vs. 1099 Deals
Making An Impression - The Latest News On The Firms, Strategies And Deals Making An Impact
Hot Mic - The Flip Side: The Real 'Why' Behind The Morgan Stanley Acquisition Of E-Trade
The Big Reveal: Unboxing The Experience - Designing Meaningful Follow-up Rituals To Create Business Momentum
Knowing What Matters - Clarify Your Process For Client Retention Success
The Customer Is King - Empower Your Client Relationships By Hiring a Client Service Associate
The Next Generation - Training and Mentoring Junior Advisors
Collaboration Is Key - Utilizing A Mastermind Group To Maximize Your Business
The Season Of Giving - Gifting Your Business By Defining Your Core Values
Year End Review
Jingle All The Way - Separate Yourself From The Competition This Holiday Season
Behind The Wheel - Navigating The Art of The Deal When Making Your Transition
Buyer Beware - Avoiding The Potential Pitfalls Of The Sales Pitch When Choosing Your New Firm Partner
Merger Monopoly - The Tale of Ladenburg Thalman and It's Five Broker-Dealers
Grow Your Business 10X By Getting Comfortable With Being Uncomfortable!
The Lost Episode
Top 5 Do’s and Don’ts of Preparing a Broker-Protocol Spreadsheet
Leading With Lending And The $50 Million Question
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 (EP.16)
Location, Location, Location - The Relationship Between Real Estate and Business Success (EP.15)
Independent Mindset - Whether The Choice To Go Independent Is Right For You (EP.14)
What’s In a Name – How Deciding The Right Name for Your Business or Practice Impacts Growth (EP.13)
Hot Mic Episode: The Elephant In The room: Does Merrill Lynch Drop Out of Protocol?
The Art of Leveling-Up Your Business: How You Prepare Now Determines Your Ability to Grow In The Future (EP.12)
Making A Good First Impression - What Your Website Says About You, Your Firm, And Why It Matters (EP.11)
Ignorance is Bliss - The Top Ten Ways Advisors Make Mistakes That Result in Termination (Part 2 of a Two-Part Series) (EP.10)
You're Fired - Strategies and Lessons For The Recently Terminated Advisor (Part 1 of a two-part series) (EP.09)
The Core Value Impact: Why advisors need to incorporate Core Values into their practice (EP.08)
Breaking The Code - Deciphering the Mythology of Hybrid and RIA Models (EP.07)
The Power of Shrinkage: Get comfortable with shrinkage because it can actually help you grow (EP.06)
It's All About The Net: Payouts Can Be Like An Iceberg And What You See On The Surface Is Not Always What You Get (EP.05)
What Does A Mailbox Have To Do With Your Business? It Is All In The Details (EP.04)
It’s Not About The Money, But It’s About The Money (EP.03)
The Independent W-2 Model - Revolutionary or Simply Independence Redefined?
Advisors Should Eat Their Own Cooking – Are You Prepared For A Catastrophic Event With Your Business? (EP.01)