Advisor Talk with Frank LaRosa

Understanding Your Needs and Delivering Results

Author: Elite Consulting Partners

Advisor Talk with Frank LaRosa offers unfiltered guidance and advice for financial advisors, wealth management professionals, and entrepreneurs alike who are interested in maximizing both their business and personal potential. Informed by Frank's unique insights and his personal conversations with industry leaders, the dynamic discussion topics of Advisor Talk include business ownership, leadership, practice management, transition and recruiting, marketing and branding, as well as a host of financial services related topics related to wirehouse, regional, and RIA advisors, firms, and teams. Franks goal, and the goal of his team at Elite Consulting Partners, is now as ever to be the go-to resource for actionable information and trusted guidance to elevate you and your career at whatever stage you may be.
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Language: en

Genres: Business, Entrepreneurship, Management

Contact email: Get it

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Overwhelmed as a Business Owner? Smart Strategies for Advisors
Episode 198
Thursday, 13 March, 2025

Frank breaks down two key strategies to help advisors regain their passion while maintaining a thriving business:Rolling up into a larger RIA to offload operational responsibilities while maintaining client relationships.Building the right internal team by hiring specialists to handle compliance, HR, finance, and other business functions so you can focus on advising.He also discusses:How to evaluate your daily tasks and identify what to delegate.The importance of viewing new hires as investments, not expenses.Why focusing on your strengths as an advisor leads to greater profitability and business growth.How surrounding yourself with the right people allows you to stay in the CEO role - without the daily headaches.If you’re an advisor struggling with the balance between business ownership and client service, this episode offers the clarity you need to take action.Have a question for Frank? Reach out at Frank@EliteConsultingPartners.com, DM him on Instagram (@FrankLaRosaElite), or connect on LinkedIn https://www.linkedin.com/in/eliteceo-franklarosa/Like, subscribe, and leave us a review!