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Advisor Talk with Frank LaRosa

Elite Consulting Partners

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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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The Diamond Podcast for Financial Advisors

Mindy Diamond Financial Advisor Recruiter and Consultant

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Launched in 2017 as Mindy Diamond on Independence, the show has taken on a broader perspective beyond the independent space to include topics, insights, and candid conversations around financial advisor transitions, growth, and an ever-changing industry landscape. Each episode is designed to offer objective guidance and actionable advice with some of the industry’s brightest movers and shakers.
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NRG Insights

Marcus Nanson

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NRG Insights is a series interviewing industry leaders within the financial sector, hosted by Marcus Nanson from NRG Resourcing. The series dives into key areas of business, discussing everything from social media, company progression, industry news and tips to success.
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Discover the key to building a successful team with Industrial Psychologist and Founder of www.wamly.io, Francois de Wet. In this series, Francois sits down with industry experts to uncover their insider tips and techniques for hiring highly motivated and skilled individuals who will take your organisation to new heights. Whether you're struggling to find the right fit, or simply want to improve your hiring process, this podcast offers valuable insights and practical advice to help you build ...
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Peer Effect

James Johnson

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Best way to scale? Your peers have the answers. This is the podcast for scaleup founders looking for insightful, actionable wisdom from some of the best operators around. Each week we’ll explore one secret that other founders and experts are using right now and how to implement it. It’s practical wisdom to build the company AND life you want. Hosted by renowned founder coach and advisor James Johnson. You’ve survived to £1m, now let’s scale to £10m+.
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We Live to Build

Sean Weisbrot

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We Live to Build is the raw, no-fluff interview series for high-performance founders and CEOs who are scaling 5+ figure businesses and want to grow faster without burning out. Hosted by serial founder and angel investor Sean Weisbrot, each episode delivers tactical conversations with battle-tested operators, unpacking the mental models, systems, and automation strategies that drive sustainable success. If you're obsessed with scaling smart, optimizing for mental resilience, and building team ...
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Ahoy! Welcome to the Sea Captain Way podcast with Phil Bender, where we help listeners navigate the uncharted waters of personal and professional growth. The Sea Captain Way is about energizing top performers to take on risks and push beyond their comfort zone to pursue life-changing goals and achieve peak performance. We’re going to help you build your vision by showing you how to break free of the boundaries that are holding you back.
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Redefiners

Russell Reynolds Associates

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Call them changemakers. Call them rule breakers. We call them Redefiners. And in this provocative podcast, we explore how daring leaders from across industries and around the globe are redefining their organizations—and themselves—to create extraordinary impact in today’s rapidly changing world. In each episode, Russell Reynolds Associates former CEO Clarke Murphy, Leadership Advisor Marla Oates, and Chief Science Officer Dr. Tomas Chamorro-Premuzic, host engaging, purposeful conversations w ...
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To The Point is a monthly podcast produced by Crux, the un-agency that fuels business growth. Our podcast features exclusive interviews with successful business leaders across the country to highlight the entrepreneurial spirit and share how marketing can transform an organization. Through thought-provoking conversations that get to crux of it, we’re helping businesses elevate their brand and amplify their mission.
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Welcome to The Financial Planner Life Podcast. We cover an intimate and honest account of what it’s really like to work in the financial planning profession. Our guests share their stories of success, failures, and learnings, as well as what to expect from a career in the financial planning profession! We host guests at various stages in their careers, as well as multiple roles, to ensure that our audience has a variety each week. Financial planners, business owners, paraplanners, and back-o ...
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Moments in Leadership

David B. Armstrong

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Moments in Leadership is a podcast where you will hear firsthand about the careers of senior military leaders as they share their own unique and individual experiences. Moments in Leadership will immerse you in real-life stories where you will learn about the challenging situations these accomplished leaders faced and discover the lessons they learned early in their careers that were the most influential to developing their overall leadership style.
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Ordinary women make the extraordinary leap into business ownership every day. Women-owned businesses contribute $1.4 trillion dollars in revenue yearly and employ over 9 million people (US). Yet, that $1.4 trillion is just a fraction (4.3%) of the private sector. Ladies, we got this! We can do better together! This podcast explores why women ‘start-up’ and candidly discusses the ups and downs of business ownership. There are no unicorns here. Just real women who want to share their stories a ...
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★ PRACTICAL ★ TIMELESS ★ NO NONSENSE ★ Discover the business issues hiding in plain view that matter to your bottom line. Created for smart business owners, executives, managers, and entrepreneurs who want to increase their business leadership effectiveness and side-step the School of Hard Knocks. Each Thursday you’ll hear top-line insights, tools and straight talk from experts, authors and change makers who share their secrets for more success on a wide range of business topics. These are t ...
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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 consult…
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Why do the ultra-wealthy ignore the traditional 60/40 portfolio? Tad Fallows, founder of a high-net-worth community, reveals that his members hold almost zero bonds and use portfolio lines of credit instead of keeping cash reserves. In this interview, he breaks down the actual asset allocation strategies used by those with $5M-$100M+ net worths, in…
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With Sam Anderson, Chief Capital Officer and Co-Head of Dynasty Investment Bank at Dynasty Financial Partners LLC Overview Advisors are now weighing options once reserved for institutional executives. This conversation examines how a collaborative initiative between Diamond Consultants and Dynasty Investment Bank delivers objective, investment-bank…
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In this episode of ChopTalk, we’re talking about how to stay connected, have fun, and keep Lambda Chi Alpha strong when you’re away from campus. Joined by Hailey Flavin and Abe Hester, we break down what being a Brother looks like over break — from staying in touch and supporting each other to finding simple ways to keep your chapter culture alive,…
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Careers in financial services rarely follow a straight line. In this Best Of episode of NRG Insights, we bring together standout moments from four conversations that show how people actually find their way in the industry — often by accident, necessity, or saying yes to the wrong job before it turns out to be the right one. Featuring Nick Hilton, A…
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Lieutenant Colonel retired C. Scott “Sonny” Duncan joins me for one of the more thought-provoking conversations I have hosted on Moments in Leadership. Sonny’s path is anything but typical. He enlisted in the Navy, earned an ROTC scholarship, commissioned as a Naval Officer, transitioned into the Marine Corps, became an F/A 18 pilot, graduated from…
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Key topics include: -The core differences between direct affiliation and OSJ / enterprise models. -Why payout percentages don’t tell the full financial story. -How scale, support, and service models impact long-term net income. -When outsourcing operations can accelerate growth - and when it doesn’t. -How larger teams and solo practitioners should …
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Why should most startups avoid hiring a PR agency until after their Series A? Jackson Wightman, founder of a tech PR firm, argues that early-stage companies often waste money on agencies before they are ready. In this interview, he breaks down the right time to invest in public relations and why the playing field has tilted against those who ignore…
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Key topics covered include: -How to match CRM platforms to firm size, growth trajectory, and long-term vision. -Why integration and automation are critical to improving operational efficiency. -The differences in analytics, reporting, and dashboards across Redtail, Wealthbox, and Salesforce. -How clean, connected data enhances client experience and…
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As 2025 comes to a close, the role of the Business Development Manager continues to change. Markets are tighter, expectations are higher, and relationships matter more than ever. In this special NRG Insights compilation, we look ahead to 2026 and break down what genuinely separates strong BDMs from the rest. This episode brings together insights fr…
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On this episode of The Sea Captain Leadership Podcast, host Phil Bender sits down with Danny Kenny—leadership and performance coach, behavioral scientist, former college soccer player, and facilitator with organizations such as Inspirecore and the McChrystal Group. Danny’s story is one of identity, resilience, and meaning. After years of defining h…
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Show Highlights Include: 00:00 – Introduction & Why These Topics Matter Frank and Stacey explain why this episode focuses on the six themes that got the most traction from advisors in 2025. 03:28 – Data as an Asset and Its Impact on Valuation Why CRM, data quality, and accessibility now play a major role in how buyers evaluate advisory firms. 08:10…
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With Brandon Ross, CFP® — Co-Founder and Co-CEO, Quotient Wealth Partners Overview Quotient Wealth Partners proves that enterprise-scale growth doesn’t require private equity or shortcuts. This episode breaks down how discipline, culture, and organic momentum drove the firm’s rise to $4.4B—without sacrificing independence or client experience. Watc…
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Title: From 17 Clients to £500M AUM: How Marc Norris Built a Thriving Financial Planning Firm In this episode of Financial Planner Life, Sam Oakes is joined by Marc Norris, founder of Twelve Wealth Management, to explore how he went from estate agency to building a financial advice business with over £500 million under management. Marc shares his j…
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There was no shortage of challenges for leaders in 2025, as they navigated a year filled with uncertainty and change. Leaders’ skills were tested as they steered their organizations through changes in the global economy, geopolitics, AI transformation, succession planning, and board relationships. In this final Redefiners episode of the season, hos…
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Is the $400 billion currently being poured into AI infrastructure a visionary bet or a massive bubble waiting to burst? Vijay Rajendran explains why we are seeing the biggest investment in fixed capital since the railroads, and what could cause it all to come crashing down. In this interview, Vijay and Sean discuss the new velocity of fundraising, …
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Show highlights include: -Why client experience and technology will be the primary differentiators for advisors in 2026. -What a true CRM “health check” looks like and why clean data is the foundation of everything. -How workflow automation and AI note-takers are reducing friction and reclaiming advisor time. -The tradeoffs between all-in-one platf…
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Leadership in finance has changed. Titles matter less than trust. Process matters less than people. And the leaders who are actually performing are the ones who understand that managing numbers is easy compared to managing humans. In this special NRG Insights compilation, Marcus brings together four conversations with leaders operating at the sharp…
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In this episode of Financial Planner Life, Sam Oakes talks with Neil Whiteside, a financial planner at First Equitable, about his winding, risk‑reward career journey from starting as a cashier in banking to embracing financial planning, taking a pay cut for growth as a trainee Financial Planner, and ultimately choosing a role that lets him help bui…
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Together, they explore practical decision points advisors should consider: • The real implications of the $100M AUM threshold and the trade-offs between state and SEC registration • When it may make sense to stay with an independent broker-dealer - especially if more than 20% of your revenue is still commission-based • Why some RIAs are now “breaki…
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With Eden Ovadia, Co-Founder of FINNY Overview FINNY Co-Founder Eden Ovadia shares how AI is transforming advisor prospecting: automating outreach, matching advisors with ideal clients, and freeing time for deeper human connection. A forward-looking conversation on what growth will look like in the next era of wealth management. Watch… Listen in… >…
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After 9 conversations with entrepreneurs and business leaders, three patterns emerged about scaling successfully. In this Season 5 recap, I share the key lessons from conversations with founders like Mark Shepherd (Gathr), George Sullivan (Sole Supplier), and Gaurav Bhattacharya (Jeeva AI), plus insights from Darcy Martin (Outward VC) and Steve Dun…
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In the "Amazon Age," customers expect custom products yesterday. Eric Turney explains why businesses are now "forced to automate" or get left behind. In this interview, he reveals how Chinese manufacturers are using robotics to reduce factory lines from 50 workers to just 5 and why speed is now the most critical metric for survival. The conversatio…
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Show highlights include: -AI note-takers and why 2025 is shaping up to be “the year of the note taker”. -How advisors are using automation to reclaim time and improve meeting quality. -Why organic growth is becoming a top priority for billion-dollar RIAs. -The true indicators that it’s time to outgrow an entry-level CRM. -How disconnected systems c…
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Marcus sits down with Andrew Robinson, Founder of Arc & Co, to talk about how broking has changed, and why brokers who don’t adapt get left behind. Andrew started Arc & Co in 2007, grew it through some of the toughest market conditions in recent memory, and recently sold the business to FRP Advisory. His journey shows what it really takes to build …
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LinkedIn feels noisier than ever. AI posts, surface-level expertise, endless scroll. So is it still worth your time as a founder? James Johnson and Freddie Birley tackle the question: should you still be posting on LinkedIn in 2025, or is there a better way to build your personal brand? The honest answer: It depends on what you're trying to achieve…
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Is Artificial Intelligence coming for your job, or is it the key to finally becoming a strategic business partner? In this episode of Solving the People Puzzle, Francois sits down with Dr. Dieter Veldsman, Chief HR Scientist at the Academy to Innovate HR (AIHR), to debunk the myths surrounding AI in the workplace. Dr. Dieter reveals why the narrati…
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On this episode of The Sea Captain Leadership Podcast, Phil Bender sits down with Eric Doherty, President & CEO of DPE International, a global AI and healthcare consulting firm. Eric’s career has spanned pharmaceutical leadership, medical device commercialization, global business development, and now the rapidly evolving landscape of artificial int…
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Frank and Jon unpack: • Why today's competitive landscape means growth-motivated buyers must approach deals differently. • The three core reasons advisors pursue acquisitions - and which ones actually lead to long-term success. • How leverage, bank financing, and EBITDA-based lending really work in practice. • Why “fixer-upper” books may offer the …
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With Pete Tiboris, CEO and Partner, Park Avenue Capital Overview Park Avenue Capital CEO Pete Tiboris shares how he and his partners built a $4B enterprise inside Northwestern Mutual through intentional design, a pod-based advisor structure, a culture built on fit and alignment, and an unwavering focus on the client experience. Watch… Listen in… > …
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Your VCs have hidden value beyond capital. Most founders never ask for it. D'Arcy Martin has been Head of Platform at Outward VC for six years. She's watched hundreds of funding rounds close. And there's one pattern she sees: founders who treat VCs like a bank account versus founders who extract every ounce of value. The difference? They ask. In to…
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Creating leadership impact isn’t about one defining moment—it’s about the ripple effects your leadership generates over time. In this episode of Leadership Lounge, Emma Combe sits down with Shannon Knott and Erin Marie Collins to unpack what meaningful impact looks like today, and how leaders can sustain it. They explore: Why impact extends beyond …
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Why did people turn down a $5,000 cash reward for referring a candidate? Dakota Younger discovered a strange psychological phenomenon while building his referral platform: offering money sometimes decreases motivation. In this interview, he breaks down the complex psychology of incentives, explaining why altruism often outperforms cash and how to s…
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Key Highlights from the Episode: 0:00 – Introduction 0:44 – Future-proofing your CRM and architecting for scalability 2:23 – Why most CRMs fail when firms grow 5:08 – AI in CRMs: more than just dashboards 10:34 – Inside “Elite Genie” and how it supports advisors 11:48 – Why your CRM is really a data warehouse 14:05 – Integration-first architecture …
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In this special compilation episode of NRG Insights, we explore the one thing that sits behind every successful lender, broker, and leader in financial services, people. Featuring moments from conversations with Chris Britto & Joe Eden (Bridgemore Capital), Charlie Gregory (Glenhawk), Sonia Mann (Roma Finance), and Grant Hendry (OSB Group), this ep…
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"You're in it together, then you're on a pedestal, then you're a statue." In this Post Bag episode, James and Freddie Birley tackle one of the most honest questions we've received: Why does success often feel more isolating than the early startup days? From sitting in rubbish pubs with your first team believing in the vision, to suddenly being on a…
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In this episode, Martin Hauck interviews Rebecca Price from Primary Ventures, exploring her unique career journey from sports psychology to organizational psychology and her transition into the startup ecosystem. They discuss the importance of mentorship, the challenges of remote work, and the rapid pace of technological change in the workplace. Re…
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In this episode of Financial Planner Life, Sam Oakes speaks with Tammy Salmon and Emma Layton of Salmon Financial Planning, a partner practice of St. James’s Place in Bishop’s Stortford. We hear how Emma transitioned from redundancy to a qualified financial planner through the St. James’s Place Financial Adviser Academy, supported by Tammy’s mentor…
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From there, the conversation turns to what advisors actually experience on the ground: Cetera’s unique ownership with Genstar and the benefits of a “fresh clock” • The breadth of affiliation models and why Cetera calls itself a “forever home”. • How multi-custody (Pershing, Fidelity/NFS, Schwab, self-clearing) helps recruiting and M&A. • Insights o…
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Your business is running you. Not the other way around. Steve Duncan spent 20 years in the same company but built three different businesses. His secret? He stopped playing defense and started playing offense. Here's what that actually means: You're either dictating what happens in your business, or you're reacting to everything thrown at you. One …
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Why did David Windley disrupt the recruiting industry by moving from commissions to an hourly model? In this interview, he reveals how he scaled his firm to $50 million in revenue before selling it. He explains why the traditional 33% commission model is broken for clients and how he implemented a professional services approach instead. David unpac…
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For our 35th episode, President & Chief Strategy Officer Ethan Whitehill sits down with Daniel Fox, Crux’s new VP of Digital Marketing, for a deep dive into the evolution of digital strategy. From his early days navigating banner ads and the dot-com bust to leading modern, data-driven campaigns, Daniel shares how his journey shaped the marketer he …
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This conversation covers: -Why M&A activity has accelerated in 2025 - and why 2026 may be even bigger. -The growing appeal of dual monetization for advisors who want flexibility. -Why partial sales can limit control and create long-term complications. -How technology, data quality, and operational readiness drive your valuation. -The emotional side…
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"How do you separate your identity from the company's success or failure?" That's Alex's question – and it's one every founder grapples with, especially in those vulnerable early stages. Welcome to the Peer Effect Post Bag, where James Johnson and Freddie Birley tackle your toughest founder questions. This week, we explore the dangerous trap of cal…
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This week on NRG Insights, Marcus sits down with Danny Kiely, the new Head of Sales at Hampshire Trust Bank (HTB). Danny didn’t follow the usual route. No degree. No big break. He started in 2014 delivering post at Shawbrook Bank and worked his way through operations, underwriting, BDM roles and into leadership. Step by step. One job at a time. Thi…
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Is the era of the "Wolf of Wall Street" salesperson finally over? In this episode of Solving the People Puzzle, we explore why the most effective salespeople in 2025 aren’t the loudest extroverts—they are the "nerds," the process engineers, and the data analysts. Learn how to hire for tech sales with expert JP Malherbe. Discover the importance of g…
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The Origin Story Kim and Morgan first met in high school and stayed connected through early career chapters in financial services. Rekroot began as a coaching and consulting firm before evolving into its signature recruiting and recruiter development model. The Four Components of Rekroot’s Work Today: Coaching Consulting Recruiting Recruiter Develo…
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This conversation covers: -What branding really means for financial advisors -How marketing supports your brand—and why they’re not interchangeable -Where advisors should focus their time to create stronger visibility -Practical ways to communicate your value more effectively -How to think about audience, channels, and message delivery -The philoso…
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