Advisor Talk with Frank LaRosa

Key Chapters0:00 – Introduction2:15 – Why financial advisors should focus on business-owner clients5:10 – The challenges of illiquid wealth and how advisors can solve them9:00 – How Raymond James connects wealth management and investment banking12:40 – Building deeper COI relationships with attorneys and accountants17:25 – Why understanding business valuation matters for every advisor22:40 – Raymond James' unique culture and the “village” behind the success28:10 – How collaboration with investment bankers expands advisor opportunity33:30 – Why this approach is the future of growth for independent advisorsResources:Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.comElite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.comElite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.comJEDI Database Solutions | Data Intelligence for Advisors: https://jedidatabasesolutions.comConnect with Ken Grider: Ken.Grider@RaymondJames.comListen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/Follow us on LinkedIn: https://linkedin.com/company/eliteconsultingpartners

Key Highlights:00:00 – Introduction01:05 – Optimizing tech stacks and increasing valuation03:17 – Defining client loyalty and retention04:23 – How CRMs improve onboarding, notes, and communication06:39 – Using data to strengthen relationships and trust08:23 – How to future-proof your advisory business10:12 – Building data hygiene and integrated systems16:59 – Finding efficiency gaps and scaling intelligently17:22 – The compounding power of technology19:06 – Advisor transitions, CRM agnosticism, and closing thoughtsResources:Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.comElite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.comElite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.comJEDI Database Solutions | Data Intelligence for Advisors: https://jedidatabasesolutions.comListen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/Follow us on LinkedIn: https://linkedin.com/company/eliteconsultingpartners

Frank and Rob dive into:• Rob's path from UBS and Morgan Stanley to launching NewEdge Wealth.• How NewEdge Wealth and NewEdge Advisors differ and advisor profiles that may fit each platform.• How multi-custody and open architecture models can offer flexibility.• Perspectives of some advisors that have experienced business growth after joining the firm.•  The role of private equity and its innovation in wealth management.• How advisors may use niche marketing strategies and referral initiatives to identify opportunities.Whether you're exploring alternatives to a wirehouse or staying informed on industry developments, this conversation offers a practical look at the choices and trade-offs within today's independent landscape.Want to connect?Reach out to Frank directly at frank@eliteconsultingpartners.com or send him a DM on LinkedIn.You can also connect with Rob by emailing RSechan@NewEdgeCG.com or visiting his LinkedIn page.“Assets “serviced by” the firm includes (i) client assets for which we provide investment advisory services, (ii) client assets for which we provide brokerage services through our affiliate, NewEdge Securities, LLC and (iii) client assets held at affiliated and unaffiliated broker dealers for which we provide supervisory oversight, support services and/or wealth strategy services.Opinions expressed are as of October 7, 2025, and may change without notice. This content is for informational purposes only and does not constitute investment advice or a recommendation regarding any security, strategy, or business relationship. Past performance does not guarantee future results.References to advisor experiences (including business growth, win rates, or referrals) reflect individual circumstances and are not representative of all advisors or outcomes. Results vary and are not guaranteed.Any testimonials or endorsements presented reflect the speaker's opinion at the time made. If compensation or other benefits were provided in connection with a testimonial or endorsement, that fact will be disclosed. Such statements should not be construed as indicative of future performance or experience for all clients or advisors.Third-party firms, custodians, platforms, or services referenced are independent of NewEdge. Their inclusion does not constitute a recommendation, endorsement, or approval. Where third-party ratings or rankings are cited, the source and date apply; methodologies may differ, and ratings may not predict future performance. NewEdge may have business arrangements with certain third parties that present potential conflicts of interest; details available upon request.NewEdge may receive or provide referrals to or from third parties, including custodians, which may involve compensation or other benefits. Additional information about referral relationships and compensation is available upon request, A copy of the NewEdge's current written disclosure Brochure discussing our advisory services and fees continues to remain available upon request or at www.newedgecg.com.All company names, logos, and trademarks are property of their respective owners and are used for identification only. References to media appearances do not constitute an endorsement.

Key Highlights from the Episode:0:45 – The Rise of Video Marketing2:22 – How Video Boosts SEO and Engagement4:35 – Short-Form vs. Long-Form Video Explained7:12 – The Myth of Viral Success9:43 – Optimizing Video Analytics and Performance12:20 – Cuts, Angles, and B-Roll Basics15:42 – High vs. Low Production Quality20:00 – Navigating Compliance with Confidence24:47 – Measuring ROI Beyond Views29:09 – The Future of Video and AI Tools32:55 – The One Video Every Advisor Should Create34:50 – DIY Starter Kit for AdvisorsResources:Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.comElite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.comElite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.comJEDI Database Solutions | Data Intelligence for Advisors: https://jedidatabasesolutions.comVisit Angela's website here: https://www.angelawolfvideo.com/Listen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/Follow us on LinkedIn: https://linkedin.com/company/eliteconsultingpartners 

Key Highlights from the Episode:0:00 – Introduction & Topic Overview1:15 – The Three Core Constraints Advisors Face3:40 – Capacity Challenges & Team Leverage6:10 – Revenue vs AUM: Rethinking Profitability10:45 – Pricing Psychology & Raising the Floor15:45 – Deliverables, Value, and Client Experience20:00 – AI and Technology for Advisor Efficiency23:00 – Quality Growth Over Quantity29:20 – The ‘Who Not How' Mindset & Scaling Leadership37:00 – Raising Minimums & Continuous ImprovementResources:Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.comElite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.comElite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.comJEDI Database Solutions | Data Intelligence for Advisors: https://jedidatabasesolutions.comeXtraordinary Coaching | Free Growth Guide + Resources: https://www.xfa.coachListen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/Follow us on LinkedIn: https://linkedin.com/company/eliteconsultingpartners 

Key Highlights from the Episode:0:00 – Introduction: AI, NLP, and sentiment analysis explained2:10 – What sentiment analysis is and why it matters for advisors4:30 – How AI scores positivity, negativity, and client reactions6:00 – Real-world use cases: client emails, brand perception, and practice reviews8:30 – Why “no bad publicity” isn't always true in financial services10:15 – Sentiment analysis as a supplement to traditional KPIs12:00 – Spotting early warning signs of client attrition14:00 – How generational wealth transfer creates new sentiment insights18:30 – Turning social proof and negative feedback into opportunities23:00 – Compliance considerations when using recording and AI tools25:00 – How sentiment can feed into lead scoring and forecasting27:30 – Final takeaways: actionable, not overwhelmingResources:Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.comElite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.comElite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.comJEDI Database Solutions | Data Intelligence for Advisors: https://jedidatabasesolutions.comListen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/Follow us on LinkedIn: https://linkedin.com/company/eliteconsultingpartners

Key Highlights from the Episode:0:00 – Introduction3:21 – Professional scarcity: why focusing on fewer clients creates greater impact5:12 – Shifting from book of business to real business7:10 – Why client experience outweighs investment performance9:15 – The law of familiarity and loyalty fatigue14:23 – How to reset client relationships during a transition18:16 – Fee worthiness and setting rules of engagement25:03 – How processes and intellectual property drive valuation29:12 – Depersonalizing your practice to build enterprise value31:40 – The role of AI in practice management34:17 – Balancing high-tech with high-touch in client relationships40:23 – Breaking the status quo to unlock potentialResources:Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.com  Elite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.com  Elite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.com  JEDI Database Solutions | Data Intelligence for Advisors: https://jedidatabasesolutions.com  Connect with Duncan Macpherson on LinkedIn: https://www.linkedin.com/in/duncanmacpherson  Visit Pareto Systems: https://www.paretosystems.com  Download Duncan's AI Whitepaper: https://paretosystems.com/ai-strategies-for-financial-professionals.html  Listen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/  Follow us on LinkedIn: https://linkedin.com/company/eliteconsultingpartners   

Key Highlights from the Episode:0:00 – Introduction0:44 – Future-proofing your CRM and architecting for scalability2:23 – Why most CRMs fail when firms grow5:08 – AI in CRMs: more than just dashboards10:34 – Inside “Elite Genie” and how it supports advisors11:48 – Why your CRM is really a data warehouse14:05 – Integration-first architecture for efficiency and scale25:19 – Data hygiene: the foundation of advisor valuations33:15 – Overcoming skepticism around AI adoption38:08 – A roadmap to future-proofing your tech stackResources:Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.comElite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.comElite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.comJEDI Database Solutions | Data Intelligence for Advisors: https://jedidatabasesolutions.comListen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/Follow us on LinkedIn: https://linkedin.com/company/eliteconsultingpartners

Key Highlights from the Episode:0:00 – Introduction1:02 – Should I stay or should I go next year?  2:27 – Why Q4 is often the best time to transition  3:59 – How holidays and client schedules factor into timing  5:35 – Deferred comp considerations for advisors  10:23 – Why firms sweeten deals in Q4 to hit quotas  12:48 – The myth of the “perfect” time to move  14:42 – Leveraging holiday parties and events for client communication  17:08 – Why every advisor's timing decision is unique  23:12 – Emotional readiness vs. waiting too long  25:27 – Rip the Band-Aid off: once you decide, just go  27:09 – Risks of delaying and firm pushback  28:11 – How to connect with Frank & Stacey  Resources:Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.comElite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.comElite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.comJEDI Database Solutions | Data Intelligence for Advisors: https://jedidatabasesolutions.comListen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/Follow us on LinkedIn: https://linkedin.com/company/eliteconsultingpartners

Key Highlights from the Episode:2:55 – Why advisors avoid executing on tech integrations and what stops them from leveraging the tools available4:45 – How JEDI offers a cost-effective alternative to hiring full-time tech staff for CRM and custodial support6:10 – Data hygiene explained: why it matters for compliance, efficiency, and business valuation7:45 – Succession planning and clean data: how preparation today drives higher multiples tomorrow10:50 – Custodian and CRM integrations (Salesforce, Redtail, Wealthbox) that streamline advisor workflows13:00 – Why scalable, repeatable processes matter for growth and long-term success14:20 – The rise of AI tools in wealth management and how advisors can take advantage16:05 – JEDI's new partnerships: approved with Schwab, plus collaborations with Salesforce, Wealthbox, and Redtail18:10 – Freeing up staff through workflows and automation so advisors can focus on growth and client relationshipsResources:Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.comElite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.comElite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.comJEDI Database Solutions | Technology Solutions for Advisors: https://jedidatabasesolutions.comListen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/Follow us on LinkedIn: https://linkedin.com/company/eliteconsultingpartners

Key highlights from the episode:0:00 – Introduction  4:00 – The emotional toll of moving your practice and why vague deal ranges make it worse  6:45 – Real examples of how inflated promises derail transitions and waste time  9:55 – What advisors should demand up front to ensure accurate pro formas and offers  16:30 – Why working with the right consultant can maximize your deal value and prevent costly mistakes  36:35 – Closing thoughts & contact info  If you're considering a transition, don't let hype or half-truths guide your decision. Learn how to spot red flags, negotiate effectively, and choose a firm that truly supports your business.--Learn more about our companies and resources:-Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.com-Elite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.com-Elite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.com-JEDI Database Solutions | Technology Solutions for Advisors: https://jedidatabasesolutions.com  Listen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/

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.

Other key takeaways include:-Why scalable systems and automation matter for growth and valuation.-How poor processes and outdated tech can undermine succession planning.-The importance of integrating platforms to eliminate inefficiencies.-How AI and automation can support, not replace, advisor expertise.-Why investing in tech today protects your firm's future value.Whether you're focused on growth, preparing for succession, or simply looking to reclaim more time for client relationships, this episode provides actionable insights into how smarter systems create stronger firms.

Other key takeaways include:-Why branding and marketing are different, and why you need both.-How high net worth clients are influenced by your website, social media, and content strategy.-The role of lifestyle alignment - sports, philanthropy, and passions - in building stronger connections.-Why consistent, professional content and video are critical for credibility and growth.-How positioning yourself as the “hub” of client relationships creates lasting value.Whether you're an advisor at a multi-billion-dollar RIA or building your independent practice, this episode delivers actionable insights to help you stand out and win with high net worth clients.If you're ready to grow your practice with intention, leadership, and a community that understands the journey - register today at joinFASS.com.

Show Highlights:-The shift from static databases to intelligent, proactive CRMs.-How AI and automation streamline advisor workflows and client communications.-Real stories on personalization, from birthday emails to portfolio updates.-Why understanding acquisition costs is critical for advisors.-Best practices for securing client data and minimizing risk.-How intelligent CRMs can differentiate advisors in a competitive marketplace.Tune in as Brian and Sue provide a forward-looking perspective on the role technology will play in the advisor-client relationship and how firms can prepare for the next generation of CRM solutions.

Show Highlights Include:  -The defining lines between practitioner, business owner, and enterprise - risk, control, and who pays the rent.  -Why choosing a new firm should solve for tomorrow, not just today's pain point.  -Scale comes from systems, automation, and delegation (think “Who Not How”) - not from doing more yourself.  -Act “as if” now: build processes at $800k that can carry you to multiples of that revenue.  -Inorganic growth tips: start smaller on your first deal and look for conversion opportunities in transaction-heavy books.  -Matching your vision to the right platform (including enterprise/OSJ models) and the size of the “pond” you're fishing in.  Advisors often chase short-term fixes and then outgrow their platform. Frank and Stacey show how clarifying your end state first informs smarter decisions on staffing, tech, firm selection, and acquisitions - so you don't have to move twice.

Show Highlights:-The difference between working hard and working smart in today's advisory space.-Why intentional scheduling is critical to sustainable growth.-The top priorities high-performing advisors focus on daily.-How effective delegation drives business scalability.-Practical ways to protect your calendar and say no to the wrong opportunities.-Lessons advisors can apply whether they're independent or W-2.Whether you're an established producer or building your practice, you'll come away with actionable insights to spend your time where it matters most.

Brian and Sue dig deep into:-Why “siloed platforms create siloed advice” - and how to break out of that trap.-What integrated ecosystems can do to enhance client experience, advisor efficiency, and scalability.-The hidden costs of redundancy and how to identify them in your current tech stack.-How AI and automation are transforming client service and retention.-Real examples from the field where integration uncovered missed opportunities.-Why advisors must rethink how they allocate time across clients - and how data helps.If you've ever wondered whether your current systems are helping or holding your business back, this episode will change how you think about operations, efficiency, and client service.Find the inspiration of today's episode here: https://www.barrons.com/advisor/articles/next-generation-financial-advisor-advice-83653476

Show Highlights:-The emotional allure of upfront transition compensation - and why it's misleading-How to evaluate a deal over 10-15 years, not just day one.-Common pitfalls advisors overlook when calculating effective payouts.-How Elite's pro forma models bring hidden deal structures to light.-Why choosing the right firm can double or triple your business potential.-The value of making the right move - not just the next one.Whether you're exploring a transition or already in conversations with a firm, this episode delivers the insights you need to make a fully informed decision - one that supports your business long-term.

Key Highlights Include:-Why branding is more than a logo - it's a buyer's first impression.-What top-tier buyers look for beyond just AUM and revenue.-The biggest mistake sellers make when announcing a transition.-How to ensure smooth client retention post-sale.-Why advisors should start planning five years out (at least!).-When and how to communicate a deal to clients.-How to segment your book to protect long-term value.As Joe reminds us, “It only takes the littlest quirk for some clients to get the wrong idea” - which is why a human-first, client-aware approach will always outperform a robotic checklist.Learn more about Elite Advisor Successions and download Joe's advisor checklist at www.eliteadvisorsuccessions.com.

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:Frank@EliteConsultingPartners.comStacey@EliteConsultingPartners.comDM Frank on Instagram: @FrankLaRosa.Elite

Key takeaways include:-Why CRM data should go beyond KYC and track personal life events.-How small CRM details can make or break client trust.-The four-part CRM strategy Sue uses with advisor clients.-Real examples of how automation drives loyalty and referrals.-What to expect in a CRM consulting engagement with Elite and JEDI.Whether you're a solo RIA or part of a larger firm, this conversation will help you rethink how your CRM can drive meaningful client connections - and business growth.

Key highlights include:-Why every OSJ is claiming “growth support” - and how to prove yours is different.-The importance of building a defined support team, not just a friendly face.-The role of succession planning, niche services, and event programming in advisor attraction.-How to shift your firm from “we say we do this” to “here's exactly how we do it”.-Why advisors must treat this like the business decision it is - not just follow their friends.Whether you lead a large enterprise group or are exploring where to affiliate next, this episode delivers timely insights on how to create - and evaluate - a truly supportive advisor ecosystem.

Key Highlights:-Signs your current tech stack might be holding you back.-Why decentralized, stagnant systems are a red flag.-The importance of automation, integration, and mobile access.-What top-performing firms are using today (hint: Salesforce, AI, and more).-How to evaluate new tools without getting overwhelmed by vendor hype.-The hidden risks of relying on key-person knowledge and disconnected data.-How small tech improvements can deliver massive results over time.Whether you're building your firm or planning for succession, this episode is packed with tactical insights to help you make smarter, more future-ready technology decisions.Ready to audit your tech stack or just want a second opinion? Contact Sue at SueCheema@eliteconsultingpartners.com or Stacey at Stacey@eliteconsultingpartners.com.

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.

Highlights include:-Why the “decision-makers” are often not the “doers” - and how that derails success.-The importance of internal champions (and the risks of choosing the wrong one).-How to turn resistance into results with empathy, inclusion, and smart incentives.-JEDI's approach to change management and tech implementation that actually works.If your firm is considering a new CRM - or struggling to make the one you have actually deliver ROI - this episode will show you how to bridge the gap between vision and execution.Ready to bring your data systems into alignment? Visit www.eliteconsultingpartners.com/podcast to listen to more episodes or reach out to the team directly at www.jedidatabasesolutions.com.

Key highlights include:-The difference between top-line and bottom-line deal structures, and what that means for your autonomy.-Why nimble capital from family offices might outperform “big name” PE firms.-What to ask before giving up equity, including the real cost of future clawbacks.-How the wrong deal can make you feel like a W-2 employee all over again.-When debt may be a better option than private equity - and what Kevin O'Leary had to say about it.Whether you're actively exploring a liquidity event or just fielding calls from buyers, this episode will equip you with the questions - and mindset - you need to protect your legacy and make the right long-term move.Looking for honest advice on your options? Learn more at www.eliteconsultingpartners.com

Key Topics Covered:-How to score and segment your clients using real engagement metrics.-The difference between gut instinct and data-driven decisions.-CRM limitations and how to work around them.-Ways to use data to both increase and protect your revenue.-Why private equity firms and bankers are demanding better firm data.Whether you're looking to serve your clients better, optimize your workflows, or prepare your practice for growth or sale, this episode is packed with insight and actionable ideas. Tune in to learn how tracking the right data today can shape the future success of your business.

Key Topics Covered:-What buyers can do to become “preferred” with intermediaries and sellers.-Timeline expectations from LOI to purchase agreement.-How financing, compliance, and legal factors can stall (or kill) deals.-Why CRM/data integration is often overlooked - but critical.-The power of clear workflows, automated systems, and back-end earnout strategies.-When and why it's smart to “overpay” for the right practice.Tune in to learn how to protect your transaction, accelerate integration, and ensure long-term success.Whether you're a financial advisor considering a future exit or a buyer looking to scale smart, this episode will give you practical insights into how to successfully close - and integrate - a wealth management practice.

Key highlights include:-Why most advisors pause when asked: “How is your data helping you make better decisions?”-The difference between basic CRMs and scalable platforms - and how to choose what's right for you.-How automations and integrations can cut onboarding times from 15 minutes to 3.-The importance of a "Jedi Health Check" for your firm's data and tech stack.-What to prepare before your first discovery call with a consultant.Whether you're launching a new firm or refining an existing one, this episode is your roadmap to using data not just for compliance - but for growth.Ready to assess your data health? Learn more at www.JEDIDatabaseSolutions.com.

Key highlights include:-Why many advisors wait too long - and how that can cost them.-Common emotional roadblocks and how to overcome them.-The difference between financial readiness and business readiness.-Mistakes sellers make when engaging with buyers.-Why a clear "why" can determine the success of your exit.Whether you're actively considering retirement or just thinking ahead, this episode offers straightforward advice from two experts who have helped hundreds of advisors navigate their next chapter.Reach out to Joe at Joseph@EliteConsultingPartners.com.

Key Highlights:-Why financial CRMs are prime targets for cyberattacks.-The most overlooked vulnerabilities in platforms like Salesforce and Wealthbox.-Field-level vs. org-level security and why both matter.-The role of multi-factor authentication in a cloud-first world.-How AI is evolving both cyber threats and defense strategies.-Simple steps advisors can take now to secure their tech stack.This is a must-listen for any advisor serious about protecting their clients, their practice, and their reputation.Tune in and get ahead of the threats - before they get ahead of you.To learn more about JEDI Database Solutions, visit www.JEDIDatabaseSolutions.com

Key Highlights:-How long it really takes to prepare and execute a successful move.-What you can - and can't - say to clients during a transition.-The emotional cost of waiting too long to leave.-Why your assistant should be part of the due diligence process.-Using the transition conversation to grow your book of business.-Legal tips for navigating non-protocol firms.-The value of having a transition project manager on your team.Whether you're planning a move next month or just starting to consider your options, this episode provides actionable insights and firsthand advice from industry veterans who have seen it all.Ready to talk? Reach out to Stacey at Stacey@EliteConsultingPartners.com.

Key Highlights:-The true cost of operational disorganization - and how to measure it.-Why “progress, not perfection” is the key to implementation.-How to identify bottlenecks using data and process tracking.-The concept of Kaizen and continuous improvement in firm operations.-Simple steps to begin streamlining your business today.If you're an advisor wondering whether your practice could be running more smoothly, this episode is your roadmap to clarity.Reach out to Sue at SueCheema@EliteConsultingPartners.com, or Brian at BrianLutz@EliteConsultingPartners.com.

Highlights include:-Why the advisor walked away from a traditional bank model-How he overcame fear and successfully transitioned legacy clients-The surprising benefits of affiliating with an RIA-only firm-Reinvesting in growth: marketing, branding, and staffing-Building deeper client relationships through business ownership-What “freedom” really means for advisors todayIf you've ever felt stuck in your current model or wondered if true independence is worth it, this episode delivers a candid and inspiring look at what's possible.

Listen in as they cover:-What “top, middle, and bottom” of funnel marketing really means.-How to cast a wide net without diluting your message.-Why nurturing leads is a skill advisors can't afford to ignore.-The difference between posting content and intentional outreach.-How trust and patience are the real accelerators of growth.If you've ever wondered how to turn visibility into action, this episode is your blueprint. Brought to you by Elite Marketing Concepts - where strategy meets execution for advisors ready to grow.To learn more about how Elite Marketing Concepts can take your practice to the next level, contact Brian at BrianLutz@EliteConsultingPartners.com, or Stacey at Stacey@EliteConsultingPartners.com.

Key Highlights:-Why “not deciding” is still a decision - and often an expensive one.-How long-term inaction can lead to seven-figure opportunity losses.-Real-life stories of advisors who waited too long to make a move.-The importance of intentionality when exploring independence.-Why your clients care more about you than your current firm.-The power of burning the ships and fully committing to a path.If you've been thinking about change but haven't acted, this episode is your wake-up call.Ready to explore what's possible? Connect with Frank at frank@eliteconsultingpartners.com or Stacey at stacey@eliteconsultingpartners.com.

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 chancesIf 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.

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.

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 firmsWhether 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: SueCheema@EliteConsultingPartners.comAnd Brian at: BrianLutz@EliteConsultingPartners.com

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 qualitativelyBottom 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 SueCheema@EliteConsultingPartners.com.And for Brian Lutz, email him at BrianLutz@EliteConsultingPartners.com

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 solvingWhether 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.comContact Sue at sue@eliteconsultingpartners.comCheck out some of JEDI's resources here! - https://jedidatabasesolutions.com/resources/

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:Frank@EliteConsultingPartners.comStacey@EliteConsultingPartners.comDM Frank on Instagram: @FrankLaRosa.Elite

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.

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!

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 suecheema@eliteconsultingpartners.com or reach out to Frank at frank@eliteconsultingpartners.com. Like, subscribe, and leave us a review!

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.

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.

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.