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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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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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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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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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The Executive Wins Podcast helps senior leaders get more wins in business and life. Each week accomplished Executives share rich stories about their biggest wins including improving profitability, streamlining processes, communicating more effectively with their teams, innovating and more. The show is hosted by Gordon Sheppard, an experienced Executive Coach, Business Advisor and Podcaster. Gord bases each interview on a proven 5-part framework called the Anatomy of a Win, which means that y ...
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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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Welcome to “A Dose of Reality”, the podcast where we infuse insight, laughter, and practical wisdom into the world of clinical leadership and career development. Hosted by Charles Spence, each episode offers a deep dive into the challenges and triumphs of clinical leadership, providing listeners with meaningful conversations, career insights, and a dose of inspiration to navigate their professional journeys. Whether you're a director, a C-level executive, or a clinical researcher in oncology ...
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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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In this episode of The Gear Box Podcast, Jimmy sits down with Kevin Brown — shop owner, creator of Repair Shop Reckoning, and one of the loudest voices calling for real talk in the auto repair world. Together, they dig into the truth behind shop culture, leadership, AI in the bay, and why knowing your numbers beats chasing the next silver bullet. I…
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"The realisation that I wasn't the best person for the job anymore was a big one." Kate Sikora hit the 8–10 person tipping point in her business and realised everything had to change, including herself. What followed was a three-year journey from Kate 1.0 to Kate 3.0, transforming not just how she led, but the entire trajectory of Noble Performance…
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In this quick-hit discussion, the two dive into: -Why most leaders are too busy “working in” their business to actually work on it. -How great coaches and therapists ask the questions you don’t want - but need—to hear. -The value of data as exposure - how numbers, like game film, don’t lie. -Why discomfort isn’t something to avoid… it’s where growt…
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In this episode of NRG Insights, Marcus sits down with Ashley Ilsen, CEO and Co-Founder of Magnet Capital, to unpack what developers, brokers, and even lenders often get wrong about development finance. Ashley shares how Magnet Capital carved out a strong position in a crowded field of over 240 short-term lenders by focusing on relationships, servi…
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"What got you here won't get you there." James Johnson and Freddie Birley tackle the question: How do you scale yourself as a leader without losing what made you effective in the first place? In this Post Bag episode, James and Freddie explore the tension between staying authentic and evolving as your company grows. They unpack why some founders th…
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In this episode of The Healthy Wealth Experience, host Chris Hall sits down with Coach Kyle Stelter, a Professional Long Snapping Coach at Special Teams University. Together, they dive deep into the craft of long snapping, exploring how this once-overlooked role has become one of the most technical and essential positions in football. Coach Stelter…
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Across the conversation, the panel digs into: • What IBex (Institute for Business Owner Excellence) and the Masterclass actually teach - and how “learning the language” opens doors with business owners and COIs. • Why being early matters: profiling, asking better questions, and hosting local business-owner events that generate real pipeline. • Mult…
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With Jarrod Malone & Michael Bressan, Partners at Shumaker Overview As TROs and lawsuits make headlines, two top attorneys who represented Merrill breakaways OpenArc, share how advisors can minimize risk, protect client relationships, and make a clean move with confidence. Watch… Listen in… > Download a transcript of this episode… NOTE: The views a…
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In this episode of Financial Planner Life, host Sam Oakes sits down with Andrew Spence, Co-Founder of Aspen, to challenge the industry’s most controversial questions - what we call the Marmite topics of financial planning. Aspen was born out of something deeper than disruption. After a personal health crisis led Andrew to reflect on the impact of h…
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In this conversation, Nick Grimshaw, CEO of the Corps of Commissionaires, shares his extensive background in the military and government, emphasizing the organization's mission to provide meaningful employment for veterans and their families. He discusses the importance of integrity, community engagement, and adapting to the changing needs of the w…
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In this episode, we sit down with Zach Johnson, High Theta at the University of Arkansas -- one of Lambda Chi's largest Chapters. Zach shares how his Chapter turns philanthropy and service into a cornerstone of their Brotherhood, raising thousands for local causes and inspiring real change in their community. From organizing large scale events to b…
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In this powerful episode of The Gearbox Podcast, Jimmy Purdy sits down with financial advisor and exit strategist Matt DiFrancesco to talk about the one thing most shop owners never plan for—what happens after the grind. Matt shares insider strategies on how blue-collar business owners can transform from being trapped in their business to leading i…
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"I don't want to live a stressed out human experience. Mental health isn't a luxury – it's survival." Asim Amin built Plumm, a Series A HR platform with 40+ team members, after standing on his balcony three nights in a row contemplating suicide. His journey from that dark place to building the future of work reveals a truth most founders won't admi…
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For our 34th episode, President & Chief Strategy Officer Ethan Whitehill chats with Julie Davis and Carol Schmidt of Morgan Hunter about building lasting partnerships, listening to understand, and recruiting in the age of automation. Get to the point with us on the last Tuesday of each month!By Crux KC
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In this episode, I talked with Dr. Kevin Heller, former biotech CMO and now advisor to VCs and funds, who’s built his career at the intersection of science, leadership, and investment. Kevin started out as a pediatric hematologist–oncologist before joining BMS, where he worked on one of the first checkpoint inhibitor programs. Since then, he’s held…
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In this episode of NRG Insights, Marcus is joined by Gregory Tarn, Managing Director at Avamore Capital, for a candid look behind the scenes of today’s specialist lending market. From investment banking in Switzerland and London, to heading a small, agile team in mezzanine and second-charge lending, Gregory shares what it really takes to build, lea…
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"I'm struggling to let go of control as we grow. How do I trust my team without everything falling apart?" Elizabeth's question exposes the founder's dilemma: you can't scale by doing everything yourself, but delegation feels terrifying. James Johnson and Freddie Birley tackle the pendulum swing from idealistic trust to micromanagement - and how to…
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Key Chapters 0:00 –From concept to execution of Raymond James’ advisor-banker model 3:45 – The IBex program: turning education into action 8:20 – The Masterclass series and year-long learning model 13:00 – Building confidence and credibility with business owners 18:40 – How advisors are rebranding and hosting Business Owner Summits 24:10 – Case stu…
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Is cancer really a genetic disease — or a metabolic one? 🧬 In this episode, Dr. Thomas Seyfried, professor of biology at Boston College and author of Cancer as a Metabolic Disease, breaks down why glucose and glutamine fuel cancer growth and how nutritional ketosis and metabolic therapy can help prevent and manage cancer more effectively. Discover …
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With Joe Duran – Managing Partner, Rise Growth Partners Overview He’s built and rebuilt some of the industry’s most successful firms and now he’s helping others do the same. In this episode, Joe Duran, the founder of Rise Growth Partners shares lessons from building, selling, and starting again, and how staying curious and adaptable fuels lasting s…
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Key Chapters 0:00 – Introduction 2:15 – Why financial advisors should focus on business-owner clients 5:10 – The challenges of illiquid wealth and how advisors can solve them 9:00 – How Raymond James connects wealth management and investment banking 12:40 – Building deeper COI relationships with attorneys and accountants 17:25 – Why understanding b…
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Welcome to The Engine - Founders Stories Podcast. Host Donna Owen chats with Luke B. (Luke Barry), Co-Founder and Head of Growth & GTM of How Ya Doing, a talent-as-a-service firm that combines deep sales expertise with executive search proficiency. Before launching his own business, Luke spent 15 years in enterprise sales and payments with Lloyds B…
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In this conversation, Tracy Folkes Hanson, President and CEO of CSAE, discusses her journey in leading the organization through a values-based approach. She elaborates on the importance of the CAE program for association leaders, the significance of embedding values into the organizational culture, and the strategies employed to foster a collaborat…
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"I don't want to live a stressed out human experience. And that I think can be a choice." Libby Swan has run Axioned, a global design consultancy, for 25 years without burning out. Her biggest insight? Staying calm isn't just good for your wellbeing - it's a competitive advantage that makes you a better leader, creates better team dynamics, and lea…
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IIn this episode, Chris Hall sits down with JP Nerbun, former basketball coach turned executive leadership coach, to explore what truly defines great coaching. Together, they unpack the difference between transformational and transactional leadership, and how these styles impact team culture, athlete development, and personal growth. JP shares insi…
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In this engaging conversation, Martin Hauck interviews Linda Raynier, a career strategist and author, who shares her transformative journey from accounting to career coaching. Linda discusses the challenges she faced, including her husband's health crisis, and how these experiences shaped her mission to empower 'quiet achievers'—introverted individ…
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In this episode of NRG Insights, we’re joined by Charlie Gregory, Business Development Manager at Glenhawk, to explore what really drives success in financial services, authenticity, adaptability, and genuine human connection. Charlie’s career has been anything but ordinary. From growing up between Paris and Japan, to starting in estate agency, and…
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Key Highlights: 00:00 – Introduction 01:05 – Optimizing tech stacks and increasing valuation 03:17 – Defining client loyalty and retention 04:23 – How CRMs improve onboarding, notes, and communication 06:39 – Using data to strengthen relationships and trust 08:23 – How to future-proof your advisory business 10:12 – Building data hygiene and integra…
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"I hit my revenue goals but feel empty and unmotivated. Is this normal?" Ryan's question hits different - because post-success depression is real, and most founders don't talk about it. James Johnson and Freddie Birley unpack why achieving your goals can leave you feeling deflated instead of euphoric. In this Post Bag episode, James and Freddie exp…
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In a world promising an easier life, why do so many of us feel like it's harder than ever to find authentic success? In this powerful conversation, Francois welcomes back entrepreneur and dear friend Mark Sham for a brutally honest discussion about what it truly takes to thrive. Mark shares his deeply personal journey of reinvention, explaining why…
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In this conversation, Gordon Sheppard interviews Stephanie Rodenkirchen, a values-driven leader and founder of Lotus Group, a Canadian recruitment and HR firm. They discuss the evolution of recruitment practices, the importance of building high-performing teams, and the innovative model that Lotus Group has developed to enhance client and candidate…
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With Steve Davis, Founder & CEO, Madison & Elm Wealth Management Overview After more than a decade at Edward Jones, Steve Davis realized he’d outgrown the model. He wanted more control, flexibility, and the ability to serve clients his way. In this episode, Steve shares how he built a lean, focused, and highly efficient independent practice with LP…
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Frank and Rob dive into: • Rob’s path from UBS and Morgan Stanley to launching NewEdge Wealth. • How NewEdge Wealth and NewEdge Advisors differ and advisor profiles that may fit each platform. • How multi-custody and open architecture models can offer flexibility. • Perspectives of some advisors that have experienced business growth after joining t…
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Welcome to The Engine - Founders Stories Podcast. Host Donna Owen chats with Jules Robertson, Co-founder of Tally Workspace, a platform helping startups and scale-ups find flexible office spaces. Jules shares how COVID sparked the idea, how she and her co-founder bootstrapped early on, and why speaking to thousands of businesses shaped their growth…
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In this powerful milestone episode, Jimmy sits down with Brent Kilmer — owner of Velocity Tire & Auto and coach with Repair Shop of Tomorrow — for a raw and inspiring deep dive into what it really takes to grow as a shop owner and leader. From battling resistance to coaching, to learning when to let go of bad habits (and bad employees), Brent share…
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"If I had taken investment in the early years, it would've wrecked me. I wouldn't have been able to deal with investors breathing down my neck." George Sullivan turned his obsession with trainers into The Sole Supplier, a business driving £50 million GMV annually - without a single investor. His biggest insight? Bootstrapping isn't just about keepi…
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In this episode, I talked with Dr. Carl Deutsch, Chief Scientific Officer at NBE Therapeutics, where he shared about his path from chemistry into pharma and the lessons he’s learned along the way. Carl recalls how difficult it was to secure his first role when jobs were scarce, the pressure of multiple interview rounds, and how a non-linear career …
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In this game-changing episode of The Healthy Wealth Experience, host Chris Hall sits down with digital marketing expert Joey Gartin from Web Driven to expose the #1 mistake that's killing most businesses' marketing efforts - they're living at the "bottom of the funnel." Joey reveals why the old playbook of waiting for "ready to buy now" customers i…
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Sometimes taking a step back is the only way to move forward. In this episode of NRG Insights, Marcus Nanson sits down with David Weir, National Account Manager at Hope Capital, to talk about what it really takes to change careers, grow fast, and find your place in financial services. David shares his journey from the construction industry to the w…
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"Everyone finds networking awkward - you're not alone." James Johnson and Freddie Birley tackle your real founder questions in the Peer Effect Post Bag. No guests, no case studies - just honest answers to the stuff keeping you up at 2AM. In this episode, James and Freddie answer the question every founder dreads: "I'm terrible at networking with cl…
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Key Highlights from the Episode: 0:45 – The Rise of Video Marketing 2:22 – How Video Boosts SEO and Engagement 4:35 – Short-Form vs. Long-Form Video Explained 7:12 – The Myth of Viral Success 9:43 – Optimizing Video Analytics and Performance 12:20 – Cuts, Angles, and B-Roll Basics 15:42 – High vs. Low Production Quality 20:00 – Navigating Complianc…
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With Adam Malamed—CEO, Sanctuary Wealth Hosted by Louis Diamond Overview Supportive independence has become one of the most dynamic segments of wealth management, offering advisors the freedom of independence with the scale and resources of a major firm. In this episode, the CEO of Sanctuary Wealth joins Louis Diamond to discuss Sanctuary 2.0: how …
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Key Highlights from the Episode: 0:00 – Introduction & Topic Overview 1:15 – The Three Core Constraints Advisors Face 3:40 – Capacity Challenges & Team Leverage 6:10 – Revenue vs AUM: Rethinking Profitability 10:45 – Pricing Psychology & Raising the Floor 15:45 – Deliverables, Value, and Client Experience 20:00 – AI and Technology for Advisor Effic…
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Welcome to The Engine - Founders Stories Podcast. Host Donna Owen talks with Darren Westall, Co-Founder and CEO of Paiger, a business development tool for recruiters. Darren shares how his tech background and early sales hustle helped him build Paiger from the ground up. He opens up about learning by doing, bootstrapping the company, and growing it…
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Karen Berisford, Chartered Financial Planner and Fellow of the PFS, left a prestigious investment role at JP Morgan to build a client-first advice practice with St. James’s Place. She prioritised trust, time control, and service over scale-at-all-costs. In this episode of the Financial Planner Life podcast, Karen shares how she grew to £150M AUM wi…
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In this conversation, Wayne Lee shares his journey from a school teacher to a full-time hypnotist and entertainer. He discusses the challenges faced during the COVID-19 pandemic and how he pivoted his business model to adapt to the new reality. Wayne emphasizes the importance of resilience, mindset, and strategic thinking in overcoming obstacles. H…
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"Don't be afraid to be vulnerable. Networking isn't transactional, it's about building genuine connections." Mark Shepherd turned a LinkedIn post about mental health and meeting for drinks into Gathr, a 10,000-member community of VCs, founders, and PE investors. His biggest insight? Authentic relationships beat business card collecting every time. …
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In this episode of NRG Insights, Marcus Nanson sits down with Stephen Baldwin, Managing Director of Credicus, to uncover what it really takes to grow a successful brokerage in today’s market. With over two decades in financial services, Stephen’s story is one of resilience, reinvention, and lessons learned the hard way — from building a client base…
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Key Highlights from the Episode: 0:00 – Introduction: AI, NLP, and sentiment analysis explained 2:10 – What sentiment analysis is and why it matters for advisors 4:30 – How AI scores positivity, negativity, and client reactions 6:00 – Real-world use cases: client emails, brand perception, and practice reviews 8:30 – Why “no bad publicity” isn’t alw…
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