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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Advisor Recruiting Podcasts

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The Diamond Podcast for Financial Advisors
Mindy Diamond Financial Advisor Recruiter and Consultant
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 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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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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A podcast about fascinating professionals, how they got to where they are and where they’re going from the lens HR, Recruitment and People Operations hosted by Martin Hauck.
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Step into the world of law with host Niraj Chhabra as he engages in conversations with accomplished attorneys from diverse legal backgrounds. In this podcast series, we aim to inspire and enlighten the legal community by uncovering the remarkable stories and achievements of these legal professionals. Gain exclusive insights into their work both inside and outside the courtroom, discovering the profound impact they make in the field of law.
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Chopping down the stereotype of today's fraternity men.
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A trusted advisor in Human Capital Management for 30 years.
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The Healthy Wealth Experience - Where Financial Success Meets Personal Wellbeing Host Chris Hall combines 30+ years in finance with wellness expertise to help entrepreneurs and professionals build wealth without sacrificing their health. From investment strategies to money management, we offer advice to make financial success more sustainable. New episodes every week 📈 Market Analysis with a Wellness Twist 💪 Entrepreneur Health & Wealth Stories 🎯 Practical Money + Mindset Strategies Join 323 ...
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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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Join us as we share the latest updates about the Central Indiana Non-profit community and talk to the incredible people that make it work. You’ll gain new perspectives, insights, and pathways to carry out your mission and increase your impact.
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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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Join Rob Crews for a unique audio experience as he Transcends Sport with some of the most intriguing personalities in the world.
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The Podcast that helps students navigate career exploration and professional development through interviews with professionals.
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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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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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Financial Advisor Transitions: Don’t Get Played on Recruiting Deal Numbers
38:00
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38:00Key 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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2025 Mid-Year Report on Deals, Transitions, and Recruiting A Special Industry Update
41:04
41:04
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41:04With Jason Diamond and Louis Diamond Overview A special mid-year update with Jason and Louis Diamond on deals, transitions, and recruiting trends shaping 2025—and what advisors can expect in the months ahead. Listen in… > Download a transcript of this episode… NOTE: The views and opinions expressed by the guests on this podcast are their own and do…
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Erin Andersen: Recruiting in Law & Redefining Career Transitions
34:36
34:36
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34:36Send us a text Erin Andersen, founder of Your Brand Networker, is on a mission to help professionals reclaim joy in their careers. From guiding burned-out attorneys through bold career pivots to introducing a flat-fee hiring model that challenges traditional recruiting, Erin brings fresh thinking to industries where culture and retention matter mos…
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The Unfiltered Truth About Recruiting with Shally Steckerl, Associate Principal Consultant at Riviera Advisors
1:04:14
1:04:14
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1:04:14In this engaging conversation, Martin and Shelly delve into the intricacies of sourcing and recruiting, exploring the importance of human connection, the impact of technology, and the lessons learned throughout their careers. Shelly shares her insights on the evolving landscape of talent acquisition, the significance of understanding candidates' ne…
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Box CPO Jessica Swank's 3-Pillar AI Framework
31:15
31:15
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31:15✍️ Episode Description Jessica Swank didn’t set out to be a Chief People Officer—but when the opportunity found her, she said yes. Now CPO at Box, Jessica joins Rob to share her unconventional career journey and how she’s helping lead the company into its next era as an AI-first organization. She explains why AI is more about change management than…
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Balancing Scale and Service: CEO Mike Durbin on Growth and Cetera’s Future
54:57
54:57
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54:57With Mike Durbin, CEO of Cetera Financial Group Overview The CEO of Cetera Financial Group shares insights on independence, private equity, and balancing scale with service, plus what the future holds for advisors and firms. Watch… Listen in… > Download a transcript of this episode… NOTE: The views and opinions expressed by the guests on this podca…
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Jacquette Timmons: The Human Side Of Money
1:02:59
1:02:59
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1:02:59Send us a text Money is never just about dollars and cents. It’s about choices, values, and emotions. In this Sidebar Advisors episode, Jacquette Timmons — financial behaviorist, speaker, author, and host of the More Than Money podcast — shares how decades of experience have shaped her mission to help professionals, especially attorneys, transform …
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Bumpers in the Bowling Alley: How Talent Partners Guide Founders
30:55
30:55
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30:55Jim Conti, Talent Partner at Hyde Park Venture Partners, joins Rob to unpack what it really means to support startups from the VC side. He shares how his role has evolved from operator to advisor, why he often tells founders not to hire, and what makes a great first head of marketing hire. Jim also explains how talent leaders can earn influence wit…
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How Lean Teams Can Win in Finance with Jourdan Rajwan
31:32
31:32
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31:32In this episode of NRG Insights, host Marcus Nanson sits down with Jourdan Rajwan, an entrepreneur and financial services leader whose unconventional career journey is packed with lessons for anyone in business, finance, or real estate. Jourdan shares how he went from studying history and politics to breaking into real estate, surviving the challen…
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EP #17 | Brainless Health: Simple Habits That Prevent Chronic Disease, John Patton
58:42
58:42
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58:42John Patton shares how simple "brainless" habits can prevent chronic disease without counting calories or complex diets. After transforming his life from 100-hour work weeks to health advocate, John reveals actionable strategies that helped him reverse diabetes and lose weight. 🔑 KEY TOPICS DISCUSSED: - Why obesity has tripled since 1975 (98 millio…
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How Venti Raised £800K & Built AI to Fix BD for Agencies Starting from Sheets with Cameron & Itamar
1:02:56
1:02:56
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1:02:56Welcome to The Engine - Founders Stories Podcast. Host Donna Owen is joined by Cameron Briggs, the CEO and Co-Founder, and Itamar Yeshua, the COO and Co-Founder of Vente AI. They share how their experience in recruitment led them to create Venti, an AI-driven platform designed to help recruiters find leads and connect with hiring managers quickly. …
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Career Tips From Successful Financial Planners Part 2 - Golf Day
47:04
47:04
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47:04Welcome to Day 2 of the Financial Planner Life Golf Day – where birdies, bogeys, and brilliant business insights go hand in hand. You can watch this episode on youtube or spotify! here This round sees Michael Yuille CFP™ (aka Mr #ChickenTuesday) and Sam Oakes take on Carla Brown (President of the PFS) and Guy Skinner (Citygate Financial Planning) i…
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Career Tips From Successful Financial Planners Part 1 - Golf Day
1:06:52
1:06:52
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1:06:52🎥 Financial Planner Life Golf Day | Game 1: Vikash Kanani vs Paul Taylor Real Golf. Real Financial Planners, Real Finanical Planning Career advice. Watch this episode on YouTube or Spotify - here Welcome to the first ever Financial Planner Life Golf Day, where the fairway becomes a forum for honest, unfiltered career advice in financial planning. 🏌…
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Greatest Hits - How to Build a Practice That Attracts a Premium Buyer
37:26
37:26
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37:26Highlights include: -The real difference between recurring and advisory revenue - and why it matters for your valuation. -Why managing client assets yourself can decrease your business’s value. -Red flags buyers look for, including data disorganization, aging client bases, and weak G2s. -The role of infrastructure, compliance, and staff continuity …
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From Wrenches to Wealth: Rethinking Auto Repair with Charlie Zlatkos
1:06:45
1:06:45
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1:06:45In this episode, Jimmy sits down with Charlie Zlatkoz of Pleasant Car Care to talk about the journey from technician to shop owner—and why that leap requires a totally different mindset. They dive into the concept of "auto hospitality," fixing process bottlenecks, hiring the right team, and the power of saying yes to customers. Whether you're runni…
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EP #16: Unlocking Home Equity: The Truth About Reverse Mortgages
51:13
51:13
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51:13In this episode of the Healthy Wealth Podcast, Chris Hall interviews Rich Pinnell, a reverse mortgage expert, to demystify the concept of reverse mortgages. They discuss the misconceptions surrounding reverse mortgages, their benefits, eligibility requirements, and practical applications for seniors. Rich emphasizes the importance of understanding …
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How to Build a Better Lending Business with Peter Beaumont
33:48
33:48
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33:48In this episode of NRG Insights, Marcus speaks with Peter Beaumont, Director of Stamford Finance, about building a lender that stands out in today’s competitive development finance market. Peter shares his journey from being a property developer to running a privately funded lender, why trust and speed matter more than offering the cheapest rate, a…
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Other key takeaways include: -Why scalable systems and automation matter for growth and valuation. -How poor processes and outdated tech can undermine succession planning. -The importance of integrating platforms to eliminate inefficiencies. -How AI and automation can support, not replace, advisor expertise. -Why investing in tech today protects yo…
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Rethinking Performance Management with Delivery Hero CPO Ana Mitrasevic
34:50
34:50
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34:50Delivery Hero’s Chief People and Sustainability Officer, Ana Mitrasevic, joins Rob to challenge the status quo of performance management. Drawing on her experience in both HR and product, Ana makes the case for replacing rigid review cycles with tech-enabled, real-time performance enablement. She shares her vision of a two-sided internal talent mar…
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Starting And Scaling A Bridging Lender With Jonathan Sealey
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42:23
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42:23In this episode of NRG Insights, Marcus speaks with Jonathan Sealey, CEO of Hope Capital, about what it really takes to launch, grow, and lead a successful bridging finance business in the UK. Jonathan shares his career journey from the early days in property development and venture capital, through the challenges of the 2008 credit crunch, to foun…
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How to pass the CII R01-RO6 exams (DipPFS) in 6 months. 2025 update!
29:57
29:57
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29:57How do you pass the CII RO exams and achieve the DipPFS? In this episode of Financial Planner Life, host Sam Oakes speaks with Gary Paul (Academy Relationship Manager, St. James’s Place Academy), John Smith (Qualifications/Technical Trainer, Redmill Advance) and Rebecca Bidwell, who passed the DipPFS in just 5 months. We answer the top questions as…
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EP #15: NIL & Transfer Portal CHANGED College Football Recruiting Forever- 247 Sports Expert Reveals
1:02:38
1:02:38
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1:02:38🏈 College football recruiting has been COMPLETELY transformed and 247 Sports National Recruiting Editor Brandon Huffman breaks down exactly what parents and athletes need to know in 2025. What You'll Learn: ✅ How NIL deals are reshaping recruitment (and what it means for your athlete) ✅ Transfer portal secrets most parents don't understand ✅ The RE…
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#75 - Recruitment: Building Brotherhood That Lasts
34:32
34:32
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34:32In 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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Practice, Progress, and People: Redefining Leadership in the Shop
1:04:51
1:04:51
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1:04:51In 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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Not Just Charity: How Donor Advised Funds Help Advisors Add Value and Assets
31:01
31:01
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31:01With 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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85 First Client Meetings in 2 Months, Why I Love Prospecting!
53:03
53:03
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53:03How 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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James Wolff: A Conversation With The Tech-Obsessed Attorney
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45:37Send us a text Before AI, commercial space exploration, or 3D printing became mainstream, James Wolff was already deep in the weeds - founding startups in college and chasing cutting-edge ideas long before they hit the headlines. In this episode, James shares how his lifelong passion for technology continues to shape the way he practices law, advis…
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The Leadership Sessions: Why Authenticity Brings Out the Best in Your Team with Sonia Mann
34:52
34:52
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34:52In 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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AI, Automation, and the Next Generation of CRM Solutions
33:06
33:06
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33:06Show 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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The Leadership Training That Turns Technical Experts into Effective Leaders with Marina Robertson
55:10
55:10
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55:10Welcome 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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From ‘Thanks, But No Thanks’ to SVP of TA with Tina Bright
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27:09
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27:09Tina 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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Doing Well by Doing Good: A UBS Breakaway on Building a $2.9B Mission-Driven Enterprise
50:07
50:07
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50:07With 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!
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35:00Mortgage 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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The Leadership Sessions: Turning Sales Success into Leadership with Paula Mercer
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34:14
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34:14What 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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EP #14: Estate Agent Reveals: Why Redding CA Market Crashes When Interest Rates Rise 25 Year Insider
43:46
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43:46Financial advisor Chris Hall interviews 25-year Redding real estate veteran Josh Barker about why local markets react differently to interest rate changes and what's really happening in Northern California real estate right now. 🏠 MARKET REALITY CHECK: Why Shasta County is more interest rate sensitive than Bay Area markets How pandemic buyers from …
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Felipe on Rilla: Turning Conversations Into CRM Gold
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36:40
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36:40In 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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Attracting, Advising, and Advancing Women: A Guide for Forward-Thinking Firms
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51:18
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51:18With 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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How The Top 1% of Advisors Actually Spend Their Week
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46:57
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46:57Show 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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How a Founder Built a SaaS for Recruitment Revenue Protection After ADHD Diagnosis with David Clark
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59:03
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59:03Welcome 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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So, you want to be a self-employed IFA? Watch this first!
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41:15If 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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Gail Cummings: From Big Law to Therapist and Executive Coach
59:38
59:38
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59:38Send us a text Gail Cummings began her legal career to meet expectations, but the deeper truth was harder to ignore. After more than a decade in Big Law, with a thriving practice and two young children at home, she made the bold decision to pursue her long-standing dream of becoming a psychotherapist. In this episode, Gail shares her path from lawy…
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Ep #13: Council Member Exposes Redding's Budget Crisis: Missing Millions & Pension Lies
1:09:38
1:09:38
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1:09:38Financial advisor Chris Hall interviews Redding City Council member Tenessa Audette about the city's financial crisis. A whistleblower's account of budget manipulation, missing transparency, and how your tax dollars are really being spent. SHOCKING REVELATIONS: Budget numbers change mysteriously between meetings with no explanation Finance director…
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The Leadership Sessions: Do the Job Before You Get the Title with Adam Butler
33:22
33:22
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33:22How 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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Firms That Win in 2025: What Advisors Are Really Looking For
51:44
51:44
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51:44With 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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It’s Not Just the Payout - It’s the Profitability
33:37
33:37
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33:37Show 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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Faith, Grit & Five Bays: How JJ Scaled a Small Shop into a Powerhouse
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39:11What 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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AI Is a Fuel, Not a Tool: Redefining Financial Advice with Saturn - Rohit Vaisha
54:33
54:33
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54:33What 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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