Data-Driven Growth for Advisors

04/24/25 • 39 min

Advisor Talk with Frank LaRosa

Key takeaways from today’s episode include:

-How to identify the right metrics that drive better lead generation and client conversions.

-The value of internal and external Net Promoter Scores for client retention and operational insight.

-Why small firms need to think like big ones - and build systems that scale.

-How to future-proof your business with the right tech stack, workflows, and integrations.

-What Amazon, Tom Brady, and Ferrari racing all have in common with elite advisory practices.

From client segmentation to CRM integrations, this episode offers actionable insights for advisors looking to run smarter, more scalable businesses. Tune in to learn how data can be your competitive edge - and how to get started, no matter the size of your firm.

Key takeaways from today’s episode include:

-How to identify the right metrics that drive better lead generation and client conversions.

-The value of internal and external Net Promoter Scores for client retention and operational insight.

-Why small firms need to think like big ones - and build systems that scale.

-How to future-proof your business with the right tech stack, workflows, and integrations.

-What Amazon, Tom Brady, and Ferrari racing all have in common with elite advisory practices.

Previous Episode

Raymond James at IGNITE: A Live Conversation on Firm Culture and Advisor Choice

In this live edition of Advisor Talk, recorded on the floor at IGNITE, Elite Consulting Partners CEO Frank LaRosa sits down with Senior Vice President-Head of Advisor Recruiting Consulting at Raymond James, Joseph Pellegrini, for a conversation centered on what truly sets the firm apart - choice, culture, and advisor autonomy. Whether W-2 or 1099, Raymond James offers advisors a platform that meets them where they are, with the flexibility to grow their business on their own terms. The discussion explores how the firm’s commitment to culture, customization, and long-term partnership continues to attract top advisor talent. If you’re curious about what real independence with real support looks like, this conversation is one you won’t want to miss.

Next Episode

You Don't Know What You Don't Know: A Recap From IGNITE 2025

Other highlights include:

-Why financial advisors need to become lifelong students of the industry.

-How deeper data strategies are revolutionizing business growth - and why most firms are still missing the mark.

-The exciting plans to open next year's IGNITE Conference to financial advisors for the first time.

-Why marketing, branding, and personal development are becoming essential skills for advisors.

-A candid look at how true partnerships - not just transactions - are reshaping the wealth management space.

If you're an advisor looking to grow, lead, and think differently about your career and your business, this episode is a must-listen. Because in today’s fast-moving environment, what you don’t know can hurt you - but it can also be your greatest opportunity for growth.