Best Elite Consulting Partners Podcasts (2025)

1
Greatest Hits: The Power of Automation: 3 Strategies to Streamline Your Practice 37:52

23h ago37:52

37:52

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 ef…

1
EP118 - TIEJA INC. Founder & Communications Strategist - Tieja MacLaughlin 1:00:55

1d ago1:00:55

1:00:55

From sports media to crisis management, TIEJA INC. Founder and Communications Strategist, Tieja MacLaughlin joins Episode 118 of the Media People Podcast. We chat…🎯 Running a communications firm focused on crisis management🎯 Delivering a career-changing elevator pitch…in an elevator🎯 Why extra curricular activities are the most important part of un…

1
Two Words for Trump's First 100 Days - Scott Bessent 26:44

1d ago26:44

26:44

The Trump Administration's first 100 days can only be described as a constant rollercoaster movie of twists and turns and ups and downs, as we have consistently run out of popcorn while spilling it all over the floor. We see a dichotomy of policy and results. With immigration - an overwhelmingly secure border, but lawfare bogging down the ability t…

1
You Don't Know What You Don't Know: A Recap From IGNITE 2025 39:53

6d ago39:53

39:53

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 persona…

1
Arizona Punches Above Its Political Weight 53:26

7d ago53:26

53:26

Chris and Sean begin march down musical memory lane remembering past concerts of U2, REM, Echo and the Bunnymen, RUSH, and REO Speedwagon on an everything 80's music rant - before remembering an esteemed member of the Arizona congressional delegation - Andy Biggs - is an accomplished musician. Andy is also leading Karin Taylor Robson by some 30 or …

1
Data-Driven Growth for Advisors 39:46

7d ago39:46

39:46

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…

1
Hyrox, His Holiness, Hegseth & Hot Takes 50:02

8d ago50:02

50:02

Chris and Sean are back — and they’re covering everything from fitness to foreign policy. Sean kicks things off with tales from his latest HYROX race over Easter break, then the conversation shifts to Rome as they unpack the death of Pope Francis. What kind of pope was he? Who’s next? And yes, they’re both rooting for Cardinal Timothy Dolan in thei…

1
Advancing Women as Leaders in Dentistry: Dr. Aman Kaur, Founder of Women in DSO 24:39

10d ago24:39

24:39

Today on Filling You In with A-Squared, we're delighted to welcome a respected voice in dentistry to the podcast who has played a particularly important role in advancing women as leaders in the industry. Dr. Aman Kaur has done this both through her mentoring relationships and through founding Women in DSO, the fastest growing dental association wi…

1
Raymond James at IGNITE: A Live Conversation on Firm Culture and Advisor Choice 52:08

15d ago52:08

52:08

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, R…

1
Ameriprise at IGNITE: A Live Conversation on Empowering Advisors and Driving Change 40:59

15d ago40:59

40:59

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 hi…

1
Steward Partners at IGNITE: A Live Conversation on Leadership and Growth 34:50

16d ago34:50

34:50

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…

1
Homelessness... Up in Smoke 26:00

16d ago26:00

26:00

Entrepreneur, Beverage Industry Leader, Cannabis Pioneer, and serial Philanthropist, Smoke Wallin, joins Chris and Sean for a wide-ranging discussion of his amazing life. His latest passion is a growing non-profit called Dignity Moves, which constructs low-cost, modular housing for homeless at a fraction of the cost of government approaches. It mig…

1
Let Purpose Be Your Driver: Steven J. Neuner, Co-Founder, Superpowers | Co-Author of Superpowered 24:55

17d ago24:55

24:55

To be a successful entrepreneur you need to be all-in, but that creates the risk of letting your business become your identity. Lifetime entrepreneur Steven Neuner – who has built, scaled, and exited multi-million-dollar companies – joins us on this episode of Filling You In with A-Squared to explain how to prevent that from happening and share oth…

1
EP117 - M&K Media President - Jill McDonald 52:39

16d ago52:39

52:39

🎙️From competitive 🎹 piano playing to media agency leadership, M&K Media President, Jill McDonald joins Episode 117 of the Media People Podcast. We chat…🎯 Running M&K Media’s day-to-day business🎯 How an injury sidelined her music performance career🎯 Studying Media, Information, and Technoculture in university🎯 Teaching the next generation of media …

1
Welcome to the Roller Coaster! 23:18

21d ago23:18

23:18

Tariffs are on. Tariffs are off. Did Trump blink — or was it all part of the master plan? Either way, the markets went on a wild ride, and Chris and Sean are here to break it all down. They dive into the strategic shifts behind Trump’s latest move, the market’s whiplash reaction, and what it all means for free markets moving forward. Plus, Sean sha…

1
200th Episode Special: The Future of Independence with LPL CEO Rich Steinmeier 52:00

22d ago52:00

52:00

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 the…

1
The Real Impact of Industry Consolidation 21:04

23d ago21:04

21:04

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 r…

1
Let’s Make a Deal! 44:31

23d ago44:31

44:31

In this jam-packed episode, Chris and Sean tackle the hot-button issues shaping America’s future — tariffs, trade, housing, and immigration. Sean kicks things off with a hopeful reflection on his guest lecture at USC, where he spoke to political communication students about the next generation of leaders. Chris follows up with another sharp critiqu…

1
Win-Win Business Structures in Dentistry: Brian Colao, Director of the Dental Service Organizations Industry Group at the Dykema Law Firm 27:23

24d ago27:23

27:23

You could call Brian Colao a sort of legal midwife for DSOs, because he was in the trenches helping dentists form practice groups even before the term DSO was in use. In fact, Brian’s work has led to legal opinions that helped define the legality of the DSO model and set the standards for compliance and due diligence. As he explains to our hosts Dr…

1
HOT MIC - LPL Acquires Commonwealth: What Advisors Need to Know - Part 2 10:55

27d ago10:55

10:55

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…

1
Problematic Tariffs Pose 47:51

28d ago47:51

47:51

Trump dumps a deluge of disastrous tariffs on a host of countries with little or no economic impact on the world while touting it as liberation of the American Economy? If the overall goal is to eliminate the income tax burden on Americans by shifting income tax revenue to tariffs, someone needs to explain this strategy more fully as the markets be…

1
The Truth Behind Transition Deals 22:02

29d ago22:02

22:02

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 …

1
EP116 - Obsessed Media Co-Founder - Danny Weisman 1:25:30

30d ago1:25:30

1:25:30

The birth of a media agency? Obsessed Media is fresh to market! Co-Founder Danny Weisman stops by Episode 116 to chat all about it and more. We cover…- Obsessed Media’s origin story- Advising clients on buying expensive Super Bowl spots- What exactly is “The Most Index”?- Saving the NBA All-Star Weekend- How different media brands are leaning into …

1
The U.S. Federal Government: The Biggest Grift in History 29:14

30d ago29:14

29:14

Chris and Sean kick off this episode with a recap of Sean’s latest HYROX race in Washington, D.C., where he competed alongside his wife Elissa. Amid peak cherry blossom season, the energy in the capital was electric — a sign that D.C. is alive and thriving. From there, the conversation takes a sharp turn as the duo dives into the rampant waste, fra…

1
Dental Consolidation Through the Eyes of A Practice Owner: Michael I. Farr, DMD, Founder of Smiles by Farr 24:07

1M ago24:07

24:07

When discussing consolidation in dentistry, most of the attention centers on profit-driven players such as DSO’s or private equity firms, but there’s not as much focus on what’s driving individual practice owners to seek affiliation or acquisition. Today on Filling You In, we’re going to get a ground level perspective on what’s motivating dentists …

1
HOT MIC - LPL Acquires Commonwealth: What Advisors Need to Know 15:50

1M ago15:50

15:50

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…

1
4 Fabulous Years of Faith, Freedom, and Free Enterprise. 49:14

1M ago49:14

49:14

"Hey! Do you want to start a podcast?" Those were the fabled words of Chris Clements to Sean Noble four years ago that launched the Light Beer | Dark Money podcast in the meeting rooms of GCU's Canyon Ventures. Encouraged by Executive Director, Robert Vera, the podcast began with a few guests and sounded a lot like a bad SNL NPR skit. We've since g…

1
Understanding the Process of Finding a New Firm 25:19

1M ago25:19

25:19

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 …

1
Jeffrey Goldberg Has no Honor 41:05

1M ago41:05

41:05

The editor of the Atlantic, Jeffrey Goldberg, was included on a national security thread this week by mistake. But, by his detailed article, you would think what was observed the scandal of the century... when all it really showed was a national security team absolutely on the same page and working together for the betterment of the country. Don't …

1
A Bias Toward Action and Authenticity: Dr. Brad Hughes, Founder and CEO of Vision Dental Partners 35:18

1M ago35:18

35:18

Action; Will to Win; Bring the Fire; Close the Gap. You might expect to hear these motivating words coming from a coach during a big game, but you will also hear them in the morning staff meetings at Vision Dental Partners, an emerging practice group with eight locations in Indiana and South Carolina. As you’ll discover on today’s episode of Fillin…

1
🎄 Chaos or Christmas Morning? Politics, Power, and Unraveling the Truth 47:46

1M ago47:46

47:46

The Left is suddenly outraged over threats to judges ruling against Trump—but where was this outrage when Justice Kavanaugh and other Supreme Court justices were under fire? Chris and Sean break down the hypocrisy and the Trump administration’s push to restore judicial restraint as the Founders intended. Also in this episode: The U.S. drops to 24th…

1
Scaling your Practice with the Right CRM Strategy 1:00:23

1M ago1:00:23

1:00:23

Key takeaways from today’s episode include: The seven essential factors advisors should consider when evaluating CRM platforms. Why Redtail and Wealthbox are popular choices - but may not be scalable for growing firms. How Salesforce offers unmatched customization, automation, and AI-driven insights. The power of integration: How a well-structured …

1
The Grijalva Machine Rolls On? 32:16

1M ago32:16

32:16

Chris and Sean are back to discuss the latest immigration developments as a district judge inserts himself into the foreign policy prerogatives of the Trump presidency deporting hundreds of murderous international gangs. Meanwhile, the death of Congressman Raul Grijalva begs the question as to who will succeed him and how it will affect his politic…

1
Meet TMLabs’ App Factory and DeepL® Integration Lead, Christian Zyweck with Julian Furey 18:40

1M ago18:40

18:40

Send us a text 🎙️ Welcome to the second episode of TMChats' Season 2! In this episode, TMChats’ host and ServiceNow Certified Technical Architect Julian Furey interviews TMLabs’ App Factory and DeepL® Integration Lead, Christian Zyweck. Tune in to explore DeepL® Translator Service Spoke Pro by TMLabs for ServiceNow – an innovative spoke developed b…

1
The Role of DSOs in a Dynamic Dental Industry: Kim Larson and Bill Neumann, Co-Founders of Group Dentistry Now 32:29

1M ago32:29

32:29

Believe it or not, Dr. Anushka Gaglani and Dr. Abhishek Nagaraj are NOT the only married couple in the dental field that hosts a podcast! Today’s guests, Kim Larson and Bill Neumann, are co-hosts of the top-ranked Group Dentistry Now podcast where they and their guests share the latest news, trends and insights in the space.What makes them so effec…

1
Reviving Classical Education: Richard Avramenko on Breaking Marxism’s Grip on Campus 31:59

2M ago31:59

31:59

Richard Avramenko, the new director of the School of Civic and Economic Thought and Leadership (SCETL) at Arizona State University, joins the podcast for a deep dive into the power of classical education and why it’s critical for our future. He breaks down the decades-long grip of Marxist ideology on college campuses, shares his own journey into th…

1
Here comes the Schumer Shutdown 29:36

2M ago29:36

29:36

As if the Democrats don't have enough problems in formulating an adequate opposition to the Trump agenda, they seemingly have decided to jump the shark AND walk the plank by shutting down the government if they don't vote on the Republican CR in the Senate. Apparently, there were many glum Democratic Senators emerging from 2 hours of strategy earli…

1
Weird Phoenix Weather, Weird Politics! 20:52

2M ago20:52

20:52

Phoenix weather is acting up, spring training is in full swing, and Hollywood stars are in town—just the warm-up before Chris and Sean dive into the big stories shaping the world. They break down the latest on a potential Ukraine-Russia ceasefire, the shifting rare earth minerals deal, and the tariff turmoil rattling markets. Meanwhile, DOGE keeps …

1
Overwhelmed as a Business Owner? Smart Strategies for Advisors 16:24

2M ago16:24

16:24

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 c…

1
Operating Systems for Life and Work: Dr. Eric J. Roman, Founder of 1LifeSystem 32:29

2M ago32:29

32:29

Our guest on this episode knows how to put a smile on people’s faces, and not just because he’s a skilled dentist. Dr. Eric J. Roman also believes part of his job is to infuse love into group dentistry and give dental associates the playbook for performance and joy. That’s right up our alley at Areo Dental, where we strive to help our employees unc…

1
American Exceptionalism is BACK 50:24

2M ago50:24

50:24

Jeffrey Utsch is a Constitutional Scholar who teaches Situational Leadership to many of the nation’s top CEO’s. For 30 years, he has trained Navy Seals in open water techniques and survival. Also, he was one of Chris and Sean’s first guests on the show almost four years ago. Jeff returns to defend the ideas of American Exceptionalism as enshrined i…

1
EP115 - Table 9 Productions Founder & Creative Director - Matt Manuge 59:20

2M ago59:20

59:20

Table 9 Productions Founder & Creative Director, Matt Manuge is my guest. We chat… - Starting Table 9 Productions- How networking & reputation directly impacts freelance work- Living off credit card debt between freelance gigs - His tenure at Blue Ant Media- Why professional wrestling is a lifelong passion**Subscribe to the Media People Newsletter*…

1
The Power of Automation: 3 Strategies to Streamline Your Practice 37:52

2M ago37:52

37:52

Frank and Sue break down three 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…

1
Trump’s Big Speech, Explosive Oval Office Showdown, NATO’s failure 46:32

2M ago46:32

46:32

Chris and Sean break down the biggest headlines from the past few days, including the explosive Oval Office showdown, the latest developments with NATO, Trump’s address to Congress, Pam Bondi’s mishandling of the Epstein files, and the highs and lows of the Oscars. Trump’s speech was a grand slam, while Democrats fumbled their response, alienating …

1
Understand the DNA of Your Business: Adam E. Coffey, Founder of The Chairman Group™ 33:08

2M ago33:08

33:08

Our guest today on Filling You In wears a lot of hats: bestselling author, private equity expert, acclaimed international speaker, board member, mentor, and consultant. He also has a wide array of life experiences as a CEO, pilot, general contractor, and US Army veteran. Put it all together, and Adam Coffey can be best described as a visionary lead…

1
Trump, Bezos, Elon… a trifecta the Left freaks out about 46:48

2M ago46:48

46:48

Jeff Bezos has announced that the Washington Post editorial page will be focused on two pillars: personal liberty and free enterprise. Chris wonders if Bezos has been listening to the podcast (Sean doubts that). Pam Bondi announces that some of the Epstein flight logs will be released and we discuss JFK files as well. DOGE continues its rooting out…

1
Marc Thiessen And AEI Engage Trump 35:22

2M ago35:22

35:22

Marc Thiessen is a senior fellow at the American Enterprise Institute (AEI) where he studies and writes about American presidential leadership and counterterrorism. Marc joins the show in an exclusive audio only podcast to discuss the work of AEI and its dramatic and crucial engagement with the Trump Administration. Marc and other AEI scholars are …

1
The Entrepreneurial Mindset Advisors Need to Win 56:01

2M ago56:01

56:01

Topics covered include: - How to attract ideal clients by providing meaningful, actionable content. - The systems top entrepreneurs use to generate revenue (and why advisors should pay attention). - Why focusing on the right tasks can dramatically improve growth. - How patience and strategic decision-making lead to sustainable success. - The key to…

1
Elon Musk Exposes Government Waste—And the Left Loses It. 41:01

2M ago41:01

41:01

Elon Musk and DOGE continue to find waste, fraud, and abuse. And, Elon sends an email to federal workers asking “what did you do last week?” The Left is acting as if the Constitution itself is under attack – which means Elon must be doing something right. Chris and Sean discuss DOGE, presidential appointments, and how all this will fundamentally ch…

1
Operations As a Leading Indicator In Business: Caitlin Zulfic Maehr, Director of Operations at Areo Dental Group 26:57

2M ago26:57

26:57

On this episode of Filling You In, we’re happy to introduce you to a key member of the Areo Dental family, Caitlin Zulfic Maehr, and delve into the critically important work she does as our Vice President of Operations. As you’ll learn in this informative and fun conversation, Caitlin sees her role as connecting various parts of the business to mai…

Podcasts Worth a Listen

Elite Consulting Partners Podcasts

Podcasts Worth a Listen