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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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Talk Talent To Me

Rob Stevenson: Recruiting, Employer Branding, and Career Growth Expert.

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Starring recruiting leadership from everywhere under the talent acquisition sun, Talk Talent To Me is a fast-paced rough-and-tumble tour through the strategies, metrics, techniques, and trends shaping the recruitment industry. Brought to you by your pals at LHH.
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Welcome to The Gear Box Podcast—the ultimate pit stop for those looking to break into the auto repair business, grow their shop, and navigate the daily grind of the industry. Thinking about opening a shop? Struggling to increase profitability? Wondering what it really takes to thrive in a competitive market? We tackle the tough questions, break down real-world challenges, and share insider tips from industry experts, seasoned shop owners, and those turning wrenches every day. From leadership ...
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Explore the journeys of today’s most inspiring tech founders on The Engine – Founders Stories, hosted by Donna Owen, founder and fractional GTM leader at The Engine. Discover how visionary entrepreneurs overcame the “founder-led sales” trap to build predictable, scalable revenue engines - and learn how you can do the same for your business. Join Donna as she sits down with C-suite executives, startup pioneers and growth architects behind groundbreaking SaaS and fintech ventures. Each episode ...
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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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On the Bold Brand Podcast, host Josh Miles and his guests go deep on a topic to uncover the growth secrets of the most successful firms, how firms can create lasting legacies, and what the future has in store for the AEC industry. Keynote speaker, past TEDx presenter, and AEC brand strategist, Josh Miles hosts The Bold Brand Podcast. This series showcases 1-hour conversations with firm executives, marketing leaders, and other innovators in the AEC industries. For more information, visit bold ...
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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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Women Interviews

Joanne French

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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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Business Confidential Now with Hanna Hasl-Kelchner

Business Confidential Now with Hanna Hasl-Kelchner

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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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In this episode, we sit down with Lambda Chi Alpha Organizational Sales Manager and former High Delta Trevor Nicholas (South Dakota Mines, '18) to explore how to elevate recruitment and strengthen brotherhood. Trevor shares practical strategies and lessons from both his professional role and chapter experience to help every Brother recruit with pur…
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In this episode, Jimmy Purdy sits down with leadership coach Josh Parnell of Limitless Leadership to unpack what it really takes to grow as a leader—both in the shop and in life. From mastering communication and the power of one-on-ones, to balancing recognition with accountability, Josh shares practical strategies that drive team engagement, impro…
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With Julia Healey, CEO of United Charitable Overview Julia Healey, CEO of United Charitable, shares insights on DAFs, their value to clients, and the potential positive impact they can have on an advisor’s business. Listen in… > Download a transcript of this episode… NOTE: The views and opinions expressed by the guests on this podcast are their own…
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Other key takeaways include: -Why branding and marketing are different, and why you need both. -How high net worth clients are influenced by your website, social media, and content strategy. -The role of lifestyle alignment - sports, philanthropy, and passions - in building stronger connections. -Why consistent, professional content and video are c…
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How do you get clients as a financial planner without buying leads or relying on referrals? In this episode of Financial Planner Life, Sam Oakes interviews Jak Ali, Managing Director of J.A. Financial Planning Ltd, a Partner Practice of St. James’s Place Wealth Management. Jak shares exactly how he generates clients as a financial adviser using cre…
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In this episode of The Leadership Sessions on NRG Insights, Marcus talks with Sonia Mann, Head of Sales at Roma Finance, about what it really takes to lead in today’s financial services industry. With 28 years’ experience in banking, specialist lending, and sales leadership, Sonia shares her journey from junior roles at Barclays to senior positions…
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Show Highlights: -The shift from static databases to intelligent, proactive CRMs. -How AI and automation streamline advisor workflows and client communications. -Real stories on personalization, from birthday emails to portfolio updates. -Why understanding acquisition costs is critical for advisors. -Best practices for securing client data and mini…
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Welcome to The Engine - Founders Stories Podcast. Host Donna Owen is joined by Marina Robertson, who is the Owner and Founder of BERKANO Consulting. Marina shares how her love for learning, her journey from Greece, and years in construction shaped her business. She talks about leadership, building confidence, and helping others grow with the right …
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Tina Bright wasn’t looking—but Inter-Con Security found her anyway. In this episode, Tina shares how a well-timed drink with the CPO turned a polite decline into a fast-tracked offer. She unpacks her playbook for entering a new org, from low-hanging fruit wins to tech stack audits, and explains why TA leaders should stay curious about the latest to…
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With Ben Valore-Caplan, Founder of Syntrinsic Overview Ben Valore-Caplan, founder of Syntrinsic, shares how he built a $2.9B mission-driven RIA to serve foundations, endowments, and values-driven institutions, the evolution of impact and ESG investing, why he sold to IMA Financial Group, and more. Listen in… > Download a transcript of this episode……
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Mortgage Adviser Explains Why She Went Self-Employed, and Will Never Go Back! 👉 “I left my job after 16 years, and it turned out to be the best decision I ever made.” That’s what Carly Naylor, Mortgage and Protection Adviser at Foster Denovo, told me when we sat down to record this episode of Financial Planner Life. Carly’s been in financial servic…
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Show Highlights Include: -The defining lines between practitioner, business owner, and enterprise - risk, control, and who pays the rent. -Why choosing a new firm should solve for tomorrow, not just today’s pain point. -Scale comes from systems, automation, and delegation (think “Who Not How”) - not from doing more yourself. -Act “as if” now: build…
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What does it really take to move from a sales role into leadership in financial services? In this episode of The Leadership Sessions on NRG Insights, Marcus sits down with Paula Mercer, Sales Director at LendInvest, to talk about her career journey, the mentors who shaped it, and the lessons she’s learned along the way. With 17 years in financial s…
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In this episode, Felipe shares how his AI-powered tool seamlessly integrates with CRMs to capture, analyze, and leverage real customer conversations. From recording interactions to providing actionable insights, Felipe explains how advisors and sales teams can boost productivity, strengthen client relationships, and make data-driven decisions—all w…
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With Cary Carbonaro, Managing Wealth Advisor and Women & Wealth Ambassador at Ashton Thomas Overview Cary Carbonaro learned from her own experience that there was both a gap and an opportunity in attracting and retaining women clients and advisors. In this episode, Cary shares specific advice on what firms are doing wrong and how they can get it ri…
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Show Highlights: -The difference between working hard and working smart in today’s advisory space. -Why intentional scheduling is critical to sustainable growth. -The top priorities high-performing advisors focus on daily. -How effective delegation drives business scalability. -Practical ways to protect your calendar and say no to the wrong opportu…
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Welcome to The Engine - Founders' Stories Podcast. Host Donna Owen is joined by David Clark is Founder of bobcheck, Managing Director of Cataphract, and Investor at Equitas. David shares how his years in recruitment, a lightbulb idea during lockdown, and his ADHD journey shaped his business. He discusses building a niche product, lessons on persist…
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If you’re a newly Level 4 Diploma qualified financial adviser with or without CAS status, an experienced financial planner wanting to run your own practice, or a mortgage broker looking to expand into financial planning, this episode of the Financial Planner Life podcast is a must-listen. This week, host Sam Oakes speaks with Mark Hobbs, founder of…
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How do you prepare yourself for leadership before you’re given the title? In this episode of The Leadership Sessions, Marcus speaks with Adam Butler, Sales & Marketing Director at Avamore Capital, about his journey from financial adviser and broker to leading high-performing sales teams in specialist lending. With over a decade in specialist financ…
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Brian and Sue dig deep into: -Why “siloed platforms create siloed advice” - and how to break out of that trap. -What integrated ecosystems can do to enhance client experience, advisor efficiency, and scalability. -The hidden costs of redundancy and how to identify them in your current tech stack. -How AI and automation are transforming client servi…
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With Louis Diamond & Mindy Diamond Overview With advisor expectations evolving, not all “good firms” are winning the talent. Mindy and Louis Diamond share what today’s top advisors really value—and why some firms are standing out while others fall short. Listen in… > Download a transcript of this episode… NOTE: The views and opinions expressed by t…
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Show Highlights: -The emotional allure of upfront transition compensation - and why it’s misleading -How to evaluate a deal over 10-15 years, not just day one. -Common pitfalls advisors overlook when calculating effective payouts. -How Elite’s pro forma models bring hidden deal structures to light. -Why choosing the right firm can double or triple …
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What happens when a former Wall Street financier-turned-school teacher opens a five-bay auto shop in a small Maryland town? You get JJ — a powerhouse of faith, grit, and strategy. In this episode, JJ shares how he transformed his shop from grinding $40K months into a $450K+ monthly revenue engine — all without a massive facility or a big-city advan…
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What if your advisers could serve 20–30 more clients, save 45 minutes per meeting, and reduce suitability report time from 3 hours to 10 minutes - all without hiring more support staff? That’s what Saturn AI is already delivering for over 600 financial planning firms ( 1600 Advisers ), and in this episode of the Financial Planner Life Podcast, Sam …
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In this episode of NRG Insights, Marcus Nanson is joined by Andy Alvarez, National Intermediary Distribution Manager at Leeds Building Society, to discuss the realities of sales leadership in financial services. Andy shares his insights on leading sales teams, the challenges of moving from a top sales performer to a leadership role, and how to buil…
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Key Highlights Include: -Why branding is more than a logo - it’s a buyer’s first impression. -What top-tier buyers look for beyond just AUM and revenue. -The biggest mistake sellers make when announcing a transition. -How to ensure smooth client retention post-sale. -Why advisors should start planning five years out (at least!). -When and how to co…
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https://boldbrand.show - SUBSCRIBE On today’s episode, we’re chatting with an AEC marketing pro who I’ve known for years, Perryn Olson. Perryn Olson, FSMPS, CPSM, CCMP is a fractional CMO with Alt.CMO, providing marketing strategy and leadership to construction and construction technology companies. Previously, he was the CMO for the REX.one brands…
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In this episode, we sit down with five of Lambda Chi Alpha’s summer interns—our 2025 Farkas Fellows—to hear about their experiences working at the International Headquarters. From major projects to behind-the-scenes moments, they share how this opportunity shaped their leadership skills, strengthened their connection to the Fraternity, and prepared…
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With Brian Pultman – Founder and CEO, Correct Capital Wealth Management Overview Brian Pultman discusses why he chose independence over taking a wirehouse transition deal. However, as he candidly shares, building your own RIA is not always a smooth process, yet it resulted in aligning his values while building $1B+ Correct Capital Wealth Management…
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Ken Bouchard, VP of Talent Strategy at BJ’s Wholesale Club, joins Rob to break down how he led a full-scale HR transformation—without losing sight of the business. From splitting strategic and ER functions, to killing off “HR vanity projects,” Ken explains how he restructured his team to be faster, sharper, and more aligned to outcomes. Plus, he sh…
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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 needl…
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Trisha Degg joins Rob to unpack her zigzagging path through sales, HR, venture capital, and back to the hiring trenches as Head of Global TA at Rush Street Interactive. She shares how “Googling her way through HR” (pre-AI!) made her a sharper TA leader, why she hired a former recruiter to wrangle ATS chaos, and how her team is using AI to reverse-e…
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Welcome to The Engine - Founders' Stories Podcast. Host Donna Owen is joined by Thomas Vose, founder of HireAra, a startup that uses AI to help recruiters format CVs. From a student project to a big tech acquisition, Tom talks about how he turned a simple idea into a fast-growing business and shares lessons on risk, teamwork, and the future of AI. …
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Thinking about a career in financial planning? In this episode of Financial Planner Life, Miriam Murphy joins Sam Oakes to share her powerful career switch story, from Executive Assistant to qualified financial planner, with support from the St. James’s Place Academy. Miriam opens up about her early money mindset, paying off debt, buying a home, an…
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In this episode of The Leadership Sessions from NRG Insights, Marcus Nanson sits down with Jamie Pritchard, Managing Director at MS Lending Group, to explore what it really takes to move from a high-performing sales role into effective leadership. Drawing on over 25 years of experience in financial services, mortgage lending, and sales management, …
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Key takeaways include: -Why CRM data should go beyond KYC and track personal life events. -How small CRM details can make or break client trust. -The four-part CRM strategy Sue uses with advisor clients. -Real examples of how automation drives loyalty and referrals. -What to expect in a CRM consulting engagement with Elite and JEDI. Whether you're …
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TTTM welcomes back Dom Farnan, who shares her journey from being the CEO of DotConnect to her current role as Head of Business Recruiting at Groq. Dom discusses the challenges and learnings from her transition, the importance of communication in leadership, and the need for a tailored recruiting process that aligns with the company's values. She em…
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With Stephanie Bogan – Founder, Limitless Advisor Overview Stephanie Bogan, founder of Limitless Advisor, offers a glimpse into the advice and perspective she shares with advisors and business leaders in the wealth management world, focusing on mindset and methods, and their relationship to achieving one’s best business life. Listen in… > Download …
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Key highlights include: -Why every OSJ is claiming “growth support” - and how to prove yours is different. -The importance of building a defined support team, not just a friendly face. -The role of succession planning, niche services, and event programming in advisor attraction. -How to shift your firm from “we say we do this” to “here’s exactly ho…
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Wayne Griffiths | One Financial Solutions | Financial Planner Careers In this episode of the Financial Planner Life podcast, Sam Oakes sit down with Wayne Griffiths, Managing Partner at One Financial Solutions, to explore how he’s creating meaningful, supportive career paths for self-employed financial planners. We also dive into the ongoing debate…
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In this episode of The Gearbox Podcast, Jimmy Purdy sits down with Josh Overlander, Director of Business Development at Detect Auto, to explore how data and AI are revolutionizing the way independent repair shops do business. From identifying lost revenue opportunities to measuring real technician productivity in real time, Josh shares how Detect A…
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Welcome to The Engine - Founders' Stories Podcast. Host Donna Owen chats with Luke P. (Luke Pilfold Thomas). He is an investor and board advisor at ProDataStack, an investor and NED at Dote and Talentloop, as well as the investor and co-founder of Aitemology. Additionally, he serves as the investor and chief strategy officer at Finity and a behind-…
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In this episode of NRG Insights, Marcus kicks off our new series, The Leadership Sessions, where he speaks to the people building teams, leading from the front, and shaping the culture of financial services. This week, Marcus is joined by Abi Pickford, Intermediary Sales & Operations Director at Together. Abi’s worked across financial services for …
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Key Highlights: -Signs your current tech stack might be holding you back. -Why decentralized, stagnant systems are a red flag. -The importance of automation, integration, and mobile access. -What top-performing firms are using today (hint: Salesforce, AI, and more). -How to evaluate new tools without getting overwhelmed by vendor hype. -The hidden …
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With Joel Guth Founder and CEO, Gryphon Financial Partners Overview Joel Guth shares how stepping out from under the Hightower umbrella to become a fully independent RIA opened up a new world of opportunity for his firm Gryphon Financial Partners. He shares how that transition allows them to create a $3B firm designed around turning client problems…
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From creating meaningful advisor experiences to staying agile in a fast-moving industry, Brian shares his perspective from the top - and what it takes to lead with purpose. Tune in for behind-the-scenes insights from the IGNITE conference floor.By Brian Mora, Frank LaRosa
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In this episode, Jimmy sits down with Brian Rhodes, founder of Auto Shop Recruiting and a 20-year veteran of talent acquisition, to crack the code on hiring techs and advisors in a market where “Help Wanted” banners are everywhere. Brian explains why the old “post-and-pray” ad doesn’t work anymore—and how independent shops can compete head-to-head …
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"Don't waste your chips on bad hands." Dimitar Stanimiroff has been through multiple exits, some successful, some painful shutdowns. He co-founded WePow(acquired) and Heresy (shut down after 3.5 years). His biggest financial return came from joining Stack Overflow, not founding his own company. In today's episode, I'm joined by Dimitar Stanimiroff,…
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Welcome to The Engine - Founders' Stories Podcast. Host Donna Owen chats with Holly Langley, founder of RE:STACK, a company helping recruiters get more from their tech. Holly shares how she went from nannying to leading a niche CRM consultancy. She talks about the power of saying no, building a strong team, and learning cash flow the hard way. With…
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Subscribe to the Bold Brand Show everywhere you get podcasts at https://boldbrand.show On today’s episode, we’re chatting with Josh Lahre and Joe Smetona Co-Founders & Partners at AEC Advisors. Josh Lahre Josh’s entire career has been dedicated to the AEC industry, advising clients on mergers & acquisitions, capitalization, internal stock valuation…
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