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Learn from corporate defense law firm leaders such as the chairmen, managing partners, executive committee members and law partners along with general counsel and legal industry consultants. We interview these men and women across the United States who practice law and provide leadership at the largest law firms to elite corporate boutiques, public and private companies. Glean wisdom, new ideas, relate to their stories and follow along as we talk about current legal industry topics, firm man ...
 
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 ...
 
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show series
 
The power of positive mindset in attracting the business and personal growth you desire are undeniable, as Elite Consulting Partners CEO Frank LaRosa discusses with the company's Regional Market Manager Len Murtha. Their in-depth conversation mines the theories of positivity, abundance, and the laws of attraction to offer financial advisors a new p…
 
The advisor community is starting to question the NFT trend, which is gaining significant media attention as of late, and rightly so. For starters what is an NFT? The concept is confusing to many. Essentially an NFT, or Non-Fungible Token, is new category of commerce that trades crypto currency for a unique piece of digital content. So, why should …
 
I interviewed Norman Wain | General Counsel, Chief of Business Affairs at USA Track & Field on Tuesday, March 2nd, 2021. We discussed several topics such as: Having Passion in his Legal Career Learning the Business of Sports The Road to General Counsel The Importance of Networking US Soccer History Leadership & Culture Building Public Speaking Advi…
 
Advisors today have 100% control of their businesses but make no mistake you can't have the glory of the practice and firm partner you want without being willing to put in the grind to make it happen, as Elite Consulting Partners CEO Frank LaRosa and COO Dale Dempsey explain in this episode. If you are an advisor who isn't happy with your firm part…
 
Financial Advisors may not be giving credence to the crypto currency trend circulating social media, but it is still important to pay attention as Elite Consulting Partners CEO Frank LaRosa and COO Dale Dempsey discuss in this episode. Crypto currency has gained a following with younger people and make no mistake - they are sharing what they are le…
 
Advisors contemplating a transition have many reasons for making a move; however, the financial upside is always at the top of the list. Given how hot the transition market is right now, with firms offering ever increasing transition deals to attract the right talent, it may be tempting for an advisor to make a move based solely on a large upfront …
 
I interviewed Deanna Sheridan | General Counsel, Vice President, & Corporate Secretary of Spartan Race on Friday, February 5th, 2021. We discussed: Having Psychological Safety in Diversity, Equity & Inclusion Initiatives Keeping Spartan Race Afloat During COVID Acquiring & Integrating Tough Mudder How Diversity Strengthens an Organization Learning …
 
Health insurance is an important issue for financial advisors considering independence. Among the primary concerns are how to navigate the process of establishing health insurance and the ultimate cost. To-date the choices and resources for establishing health insurance for independent financial advisors have been limited at worst and confusing at …
 
The best business relationships don't just happen, they are built upon years of common philosophy, networking, goals, and achievement. One such relationship that certainly fits that bill - and more - is that between Elite Consulting Partners CEO Frank LaRosa and his new Head of Business Development Kevin Frank, who joins in for this episode. Frank …
 
Wells Fargo's decision to leave the international space is a move that makes sense, as Elite Consulting Partners CEO Frank LaRosa and COO Dale Dempsey discuss during an episode which highlights the pluses and minuses for firms interested in considering international business. The fact is international financial services is a high-stakes game that i…
 
I interviewed Megan Belcher | Senior Vice President, General Counsel, & Corporate Secretary on Friday, November 20th, 2020. We discussed several topics such as: Transferring Success to Others Drinks Among Friends in Omaha, NE Launching a Womens’ GC Mastermind The Position of Power & Privilege and Welcoming Others at the Table Having a Professional …
 
Financial advisors are well aware of their traditional competition, be it advisor vs. advisor or W-2 vs. independent. However, few advisors are aware of a new competitor lurking just in the shadows yet already working hard to take their piece of the client asset pie. In this episode, Elite Consulting Partners CEO Frank LaRosa and COO Dale Dempsey e…
 
Every financial advisor intends to grow their AUM and build their client list, but have they developed a solid marketing and branding strategy that delivers on generating consistent sales growth? Get out your pen and paper and get ready to take some notes as Elite Consulting Partners CEO Frank LaRosa is joined by Jeremiah Desmarais, CEO of the Advi…
 
I interviewed Michael Moradzadeh | Founding Partner & CEO of Rimon Law on Friday, November 6th, 2020. We discussed several topics such as: Growing up in Silicon Valley and the Transition to NYC Beginning of His Career at Ropes & Gray Innovating the Law Firm Business Model First 3 Years of Rimon Definition of Great Leadership Benefits of Non-Attorne…
 
Forming personal and professional relationships with colleagues whose opinion you respect - and with whom you can have a candid discussion - is paramount to success in all areas. In this episode, Elite Consulting Partners CEO Frank LaRosa is joined by long-time friend and collaborator Austin Philbin, Chief Administrative Officer of Dynasty Financia…
 
As we put what was undoubtedly a tumultuous year behind us - one defined by a seemingly never-ending string of changes and surprises - it begs the question how does one predict what financial services trends can we expect to see in 2021? By putting their combined decades of industry experience to work, Elite Consulting Partners CEO Frank LaRosa and…
 
I interviewed Verona Dorch | Executive Vice President, Chief Legal Officer, and Secretary at Providence Health on Monday, August 17th, 2020. We discussed several topics such as: Her Move to the frontlines of the war on Covid Her time at Peabody Energy and Leading in Crisis Streamlining Outside Counsel from 100+ firms to 12 Requiring Diversity with …
 
In this special episode, Frank LaRosa shares his HubTalk presentation from AdvisorHub's First National Virtual Summit "Industry in Transition". As Frank discusses during his candid assessment of where the financial services industry is now and where it is going, the impact of COVID-19 can most be seen in the W-2 space where advisors, who now are wo…
 
I interviewed Jeanie Latz | Board and Governance Consultant on Friday, July 17th, 2020. We discussed several topics including: Her Journey to Board Consultant Better Results with Diversity Helpful Tips for Getting Involved with Boards Board Composition Trends The ESG Question Signs of an Effective Board Bringing Work In-House & Managing Legal Spend…
 
In the past, whether a firm was or was not in protocol played a major role in an advisor's decision to move firms. Afterall, non-protocol firms were sending the none to veiled message that clients were theirs and not advisors. This left non-protocol firm advisors to question - 'if I make a move, how does it impact my future success'. The answer to …
 
There has been one predominant effect of COVID on the financial services industry which is poised to have ripple effects in the months and years to come and that is the impact of work from home policies at larger firms. Large firms are essentially training their W-2 advisors on how to go independent without realizing the financial upside that indep…
 
Year-end is always a time of financial maneuvering in the financial services industry, particularly at larger firms. As Frank LaRosa, Elite Consulting Partners CEO, shares in this episode during his conversation with his COO Dale Dempsey, it seems firms just can't help themselves from making changes this time of year. In particular, this year's fin…
 
I interviewed Mark Roellig | Senior Client Advisor at Perkins Coie on Friday, June 26th, 2020. We discussed several topics such as: Embracing Self-awareness Surrounding Yourself with Diverse People & Perspectives What General Counsel look for? The Value of an MBA Training People to Leave Streamlining the Interview Process People that Come to Win vs…
 
Succession planning is of paramount importance to every advisor as it is a direct, financial reflection of the valuation for an advisor's book of business and lifetime of hard work and achievement. Yet the fact is, the cookie cutter approach for succession planning which most firms offer - and which most advisors are familiar with - simply isn't th…
 
The financial services industry is undergoing an awakening, the catalysts for which are many while the impacts are undeniable. In a wide-ranging discussion, Elite Consulting Partners CEO Frank LaRosa is joined by Michael Bryan, CEO of Triad Hybrid Solutions, to provide their unique leadership perspectives on how the past and present are impacting t…
 
Hello friends, I had a wonderful conversation with the Chairman and Managing Partner of Spencer Fane. We discussed several topics such as: The Incredible Growth Story of Spencer Fane Profit Margin Expansion through Scaling Humility as the Foundation 200% Headcount Growth with Laterals A Passion for Lifelong Learning & Harvard Business School Leader…
 
The COVID-19 pandemic has transformed financial services and understanding where the industry was, where it is now, and where it is going will be vital to creating a new playbook for success. In an insightful and dynamic discussion, Elite Consulting Partners CEO Frank LaRosa is joined by Adam Antoniades, CEO of Cetera Financial Group, to address he…
 
I interviewed Sherry Williams | Senior Legal Executive and Former VP, Deputy General Counsel, Global Chief Ethics & Compliance Officer at Jabil on Friday, June 12th, 2020. We discussed several topics such as: Her Experience in Working with Recruiters 2 Myths Believed of Recruiters Advice for Optimizing the Recruiter/Professional Relationship What S…
 
As firms, advisors, and clients come to grips with the new financial services landscape of the post COVID-19 world, it is important to recognize that with skillful planning, business management practices, and an eye to the future there is the potential for great opportunity and upside in the industry. In a broad ranging discussion that focuses on j…
 
The realization that true independence is not for every advisor has gained a strong foothold in the financial services industry. Top firms are innovating and evolving to offer models which address this, while holding the delicate line between advisor support and advisor autonomy. One such firm is Steward Partners which, as an alternative to the fir…
 
I interviewed Cheryl Heisler | President and Founder of Lawternatives on Friday, May 1st, 2019. We discussed several topics such as: - 4 Steps for Exploring Alternative Career Paths - Leaving BigLaw for Kraft’s Marketing Department - You Got Out. Can You Help Me? - Meeting Ben & Jerry from Vermont - From Litigator to Golf Passion - Advice for Lawye…
 
LPL Financial's launch of an independent employee advisor model has taken the financial services industry by storm. It is being recognized as both a true W-2 model and a business evolution for LPL through its strategic innovations in structured support and compensation. In this episode, Elite Consulting Partners CEO Frank LaRosa is joined by Rich S…
 
There is a universal truth that applies to both advisors and entrepreneurs alike - that in order to improve yourself and your business you need to be willing to put in as much work as it takes to continually improve both yourself and your business. These are words that Elite Consulting Partners CEO Frank LaRosa lives by and puts into action for him…
 
Communicating with clients successfully is a business fundamental for every financial advisor, but very few advisors get it right - putting them at risk for having existing clients lured away and the funnel of new prospects drying up. In this episode, Stop complaining and get to work is the challenge Elite Consulting Partners CEO Frank LaRosa makes…
 
I interviewed Kristin Stark | Principal at Fairfax Associates on Monday, May 11, 2020. We discussed several topics such as: How She Became a Legal Consultant Hildebrandt, The Golden Years and Launching Fairfax Associates Law Firm Merger Advice and Leadership types What is Motivating Partner Departures Managing Debt & Real Estate Post-COVID-19 Think…
 
Financial services as an industry has traditionally approached a crisis situation as an opportunity for re-evaluation. That is certainly the case now as many large firms are floating the idea of using virtual technology as a communications efficiency and cost-cutting measure. Not so fast, says Elite Consulting Partners CEO Frank LaRosa who discusse…
 
As financial advisors head back to the office after 3 months of work from home restrictions, many are struggling with the internal question of whether a W-2 position or the prospect of independence is right for them. Somewhere between the idea of independence and actually making the leap lies the truth every advisor must confront - do they have the…
 
I interviewed Mary Moorkamp | Chief Legal Officer, External Affairs Officer, & Corporate Secretary of Schnuck Markets on Friday, May 8th, 2020. We discussed several topics such as: Ingenuity, Creativity & Community during Covid-19 Crisis The Servant and Relational Leadership Model Career Advancing Advice for Attorneys Give the Straight Story as In-…
 
The most notable business partnerships strike a balance between personalities, methodologies, and work styles, resulting in an alignment of goals and vision to achieve ultimate success. In a thoughtful discussion on the first-hand tips and insights that make a practice partnership excel, Elite Consulting Partners CEO Frank LaRosa hosts a conversati…
 
I interviewed Craig Katerberg | General Counsel of Anheuser-Busch on Tuesday, February 25th, 2020. We discussed several topics such as: His Journey to Becoming a Corporate Attorney and Going In-House Who Inspired Him to Lead The Weekly Email AB’s Approach for Hiring Outside Counsel Supporting Commercial Strategy with Legal Tech Going In-House Advic…
 
I interviewed Craig Katerberg | General Counsel at Anheuser-Busch on Friday, May 15th, 2020. We discussed several topics such as: How Anheuser-Busch knew about Covid-19 before it hit the United States Top Priorities of the C-Suite Crisis Advice for General Counsel Transitioning to a New Normal A Reflection on Leadership seen During the Crisis _____…
 
Elite Consulting Partners CEO Frank LaRosa is joined by Ben Newman, Mental Conditioning Coach for University of Alabama Football, in a hard-hitting conversation that cuts through the clutter and challenges advisors to action through focused and intentional daily rituals and behaviors that counteract self-sabotage, achieve top-tier performance level…
 
Elite Consulting Partners CEO Frank LaRosa leads a deep-dive conversation with Mooney Lyons Managing Partner Joe Lyons about the proactive business strategies, specific operational practices, and inspired technology and marketing techniques necessary in financial services today in order to achieve scaleable growth and maximum results for both firms…
 
Drawing on his personal take-aways from the popular ESPN series "The Last Dance", Elite Consulting Partners CEO Frank LaRosa applies those lessons to financial services and gives guidance on mind-set triggers and the competitive communication skills an advisor needs to use now in order to step up their business game and win at the next level.…
 
I interviewed Stewart Hirsch | Managing Director of Strategic Relationships on Friday, February 14th, 2020. We discussed several topics such as: Rainmaking During the 1990’s Recession How to Win When In-House His Secrets for Business Development 3 Causes Why Law Partners & Associates Miss Opportunities Thinking Outside Your Little Box Career Insigh…
 
The current crisis is having significant impact on the viability of smaller firms - a hard truth which Elite Consulting Partners CEO Frank LaRosa discusses in this episode while offering his informed guidance to both firms and their advisors on how to take control, do your due diligence, and chart the best course for the future.…
 
It is not the time to field client calls, it's the time to make client calls as Elite Consulting Partners CEO Frank LaRosa explains while offering up strategies you can use now in your communications with your clients and team to insure business success - if not growth - after the COVID-19 crisis has passed.…
 
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