Best Elite Consulting Partners Podcasts (2025)

1
Integrating AI Into Advisory Practices 33:15

1d ago33:15

33:15

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 spottin…

1
Caps, Gowns & Culture Wars: A Graduation Salute 13:21

4h ago13:21

13:21

In this special graduation-themed episode, Chris and Sean celebrate the season of academic milestones—From Sean’s daughter finishing Kindergarten and his son graduating from Barry Goldwater Highschool - to Chris’ son graduating from All Saints 8th grade, these are some proud papas They also shine a light on a proud family achievement: Chris’ mom, G…

1
Breaking the Golden Handcuffs: Why Advisors Stay Too Long at the Wrong Firm 24:08

3d ago24:08

24:08

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 -…

1
Biden’s Original Sin: The Cover-Up, the Cancer, and the Crisis 39:21

6h ago39:21

39:21

Chris and Sean expose the stunning hypocrisy of Biden insiders and the media elite who now claim ignorance about the President’s mental decline — despite years of evidence they helped bury. They dig into Original Sin, the explosive new book by CNN’s Jake Tapper and Axios’ Alex Thompson, and call out Tapper for profiting off the very cover-up he onc…

1
Josey Sewell’s “High Love, High Accountability” Approach to Creating Positive, Successful Work Environments 26:30

5d ago26:30

26:30

Nearly all of our previous Filling You In guests have mentioned culture as an important ingredient in building successful dental practices and practice groups, but today, we're going to take a deep dive into what that means, how it's created, and how it works. Our guide is Josie Sewell, a trailblazer in the dental industry, known for helping practi…

1
What is JEDI: And Why it Matters for Financial Advisors 19:20

8d ago19:20

19:20

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, int…

1
Schweikert Breaks Down the Tax Fight — and Trump’s Qatar Controversy 57:13

4d ago57:13

57:13

Congressman David Schweikert checks in from Capitol Hill after a marathon markup session on the GOP’s “One Big Beautiful Bill.” He gives a clear-eyed breakdown of what’s at stake if Congress fails to extend key provisions of the 2017 Tax Reform Act — and how Republicans are working to protect working-class Americans from looming tax hikes. He also …

1
Succession Isn't Sentimental: It's Strategic 21:16

10d ago21:16

21:16

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…

1
The American Pope, Trump’s Wins, Biden Bumbles & The Alarm Still Rings 40:42

6d ago40:42

40:42

In this episode of Light Beer | Dark Money, Chris and Sean kick things off with a spirited exchange about the newly elected Pope Leo XIV —exploring how his distinctly American sense of faith and leadership presents a defining opportunity for the global Church. Rejecting rigid labels of liberal or conservative, they dive into his unapologetically Ca…

1
EP119 - ReBoot Consulting Group Managing Partner & Founder - Kerry Harris 1:33:24

6d ago1:33:24

1:33:24

Episode 119 of the Media People Podcast is LIVE with Reboot Consulting Group Managing Partner & Founder, Kerry Harris. We chat:🎯 Why dissolving a business partnership is akin to a divorce🎯 Why Kerry passed on an NCAA track scholarship🎯 Why Canadian citizens make the best US travel show producers🎯 Leading Weber Shandwick Canada🎯 What’s next with ReB…

1
Building Trust That Books Meetings 17:43

15d ago17:43

17:43

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 connect…

1
American Pope, British Trade, and MAHA Rising 40:05

11d ago40:05

40:05

Habemus Papam — and he's American! Chris celebrates being right about a historic pick, and Sean reflects on the personal significance of the new Pope choosing the name Leo. From Rome to 10 Downing Street, they break down Trump’s bold new trade deal with the UK, what it means for Europe, and how China might respond. Plus, the controversial nominatio…

1
A Revealing Look at the State of Dentistry: Beth Gaddis, Editor in Chief at Planet DDS 26:23

17d ago26:23

26:23

If you’re wondering how your dental practice compares nationally, or just want to know what the latest trends are in the sector, today’s show is a must-listen as we welcome Beth Gaddis, Editor in Chief at Planet DDS, to share insights from the company’s 2025 Dental Industry Outlook Report based on data collected from the thousands of practices it s…

1
Dial In Your Data 17:45

14d ago17:45

17:45

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…

1
Robson in Free Fall 57:21

12d ago57:21

57:21

Chris and Sean are back covering some biting revelations for the Karrin Taylor Robson gubernatorial campaign being reported by Axios. Some key Trump advisors have had enough and are leaving the campaign. Chris and Sean break it down and explain what it means going forward. Meanwhile, votes are happening in Rome which will affect the entire the Cath…

1
Jake Duffy Weighs In 51:42

20d ago51:42

51:42

Jake Duffy of the Duffy- Matthias group at Baird joins the show to discuss all things markets and tariffs... The latest GDP numbers were released yesterday and show a mixed bag of both export declines and yet increases in business investment and stable consumer spending. What does this mean? And how are people trying to spin it? They also discuss t…

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

24d 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

21d 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

22d 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

29d 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

27d 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

29d 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

28d 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

1M 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

1M 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

1M 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

1M 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

1M 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

1M 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

1M 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

1M 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

2M 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

2M 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

1M 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

2M 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

2M 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

2M 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

2M 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

2M 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

2M 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

2M 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

2M 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

2M 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

2M 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

2M 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

2M 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

2M 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

2M 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

2M 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

2M 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…

Podcasts Worth a Listen

Elite Consulting Partners Podcasts

Podcasts Worth a Listen