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 financial services related topics related to wirehouse, regional, and RIA advisors, firms, and teams. Frank’s goal, and the goal of his team at Elite Consulting Partners, is now as ever to be the go-to resource for actionable information and trusted guidance to elevate you and your career at whatever stage you may be.
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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 financial services related topics related to wirehouse, regional, and RIA advisors, firms, and teams. Frank’s goal, and the goal of his team at Elite Consulting Partners, is now as ever to be the go-to resource for actionable information and trusted guidance to elevate you and your career at whatever stage you may be.
You Don’t Know What You’re Saying No To – with Brian Mora
Advisor Talk with Frank LaRosa
47 minutes 32 seconds
2 weeks ago
You Don’t Know What You’re Saying No To – with Brian Mora
In this episode of Advisor Talk, host Frank LaRosa sits down with Brian Mora, Senior Vice President of Experienced Advisor Recruiting at Ameriprise Financial, for a candid discussion that challenges outdated perceptions of one of the industry’s fastest-growing firms.
From its roots as American Express Financial Advisors to its evolution into a 2025 powerhouse, Brian walks through how Ameriprise transformed through two decades of investment in technology, culture, and advisor support. He and Frank unpack what’s really behind Ameriprise’s momentum - why advisors are joining in record numbers, how its integrated tech stack drives 11% average organic growth, and what makes the firm’s ramp-up experience different from the rest.
Advisor Talk with Frank LaRosa
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 financial services related topics related to wirehouse, regional, and RIA advisors, firms, and teams. Frank’s goal, and the goal of his team at Elite Consulting Partners, is now as ever to be the go-to resource for actionable information and trusted guidance to elevate you and your career at whatever stage you may be.
