Download the App!

show episodes
 
We’re an IT consulting company. But we specialize in helping large IT organizations that are trying to meet the service demands of a highly consumerized workforce but find themselves bogged down in the mundane, time-consuming side of IT management. We created a maturity model we call Productive IT Management that helps large organizations get to a higher level of productivity in key IT functions under Service Management, Asset Management, Endpoint Management, & Risk Management.
 
Learn from corporate defense law firm leaders such as the chairmen, managing partners, executive committee members and law partners along with general counsel and legal industry consultants. We interview these men and women across the United States who practice law and provide leadership at the largest law firms to elite corporate boutiques, public and private companies. Glean wisdom, new ideas, relate to their stories and follow along as we talk about current legal industry topics, firm man ...
 
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 ...
 
Loading …
show series
 
Key points covered in the conversation include: *the strategic and empirical differences between a practitioner, a business owner, and an entrepreneur. *risk tolerance and the ability to orchestrate the business pivot as key separators when it comes to entrepreneurial mindset. *the importance of finding the right firm partner as an entrepreneurial …
 
I interviewed Debbie Read | Managing Partner of Thompson Hine on Thursday, June 3rd, 2021. We discussed several topics such as: Analytical Thinking Choosing Thompson Hine Family Values that Formed Her Rising to Meet High Expectations Innovating to Meet Client Needs Changing Lawyer Behavior is Hard SmartPaTH, Thompson Hine's Service Delivery Approac…
 
Key points from the conversation include: *CPA acquisition as a client information and referral source. *Structuring a CPA acquisition deal to provide additional revenue to the firm. *Ways to open a dialog for potential acquisition with prospective CPA partners. *CPA leads as a 'carrot' when recruiting new talent to your firm. For the right firm wi…
 
There is a lot of activity as of late when it comes to advisors moving from wirehouse to wirehouse. In fact, it is a trend Elite Consulting Partners CEO Frank LaRosa predicted three years ago in an episode of The Advisor Talk with Frank LaRosa podcast. Why advisor moves between wirehouses are gaining momentum, what impacts this will have on the ind…
 
Reporting is the backbone of any business initiative, and Hardware Asset Management is no exception. This video will discuss how HAMx reporting with ServiceNow gives organizations essential performance metrics that support a proactive, optimized Hardware Asset Management (HAM) practice.By Ben LaChance
 
Service Graph Connectors are the new best practice for populating your ServiceNow CMDB, but many factors in your environment could hinder their success. In this video, we’ll use the Service Graph Connector for Armis as an example, present common pitfalls that can hinder successful imports, and we’ll demonstrate the ITS Service Graph Readiness Tool …
 
I interviewed Pia Flanagan | Chief Operating Officer at CEO Action for Racial Equity on Tuesday, June 1st, 2021. We discussed topics such as: Starting her Career at Deloitte in NYC Why Representation Matters Adding Value and More Career Advice Becoming Partner at Baker McKenzie Listening to Mentors & Going In-House Why You Should Keep Raising Your …
 
Learn from these two industry insiders what makes the RIA space so compelling to advisors today, including: *RIA model growth as a direct corollary between the commoditization of the Broker-Dealer channel and the contrasting advisor need for dynamic, entrepreneurial opportunity. * The ability of the RIA model to maximize scalability through improve…
 
Subjects covered by Frank and Michelle's include: *How to use Michelle's proprietary GPS Exit Model to define where you want your business to go, and then reverse engineering the steps to get there. *Why the AIM philosophy - Always Innovate & Market - is essential to creating a business that scales. *What comprises a successful business valuation a…
 
I interviewed Nancy Lieberman | Retired Partner at Skadden Arps Slate Meagher & Flom on Wednesday, April 21st, 2021. We discussed several topics such as: Graduating from law school at 22 Creating M&A Law in the 80s Becoming Skadden’s Youngest Partner Supportive Environment as a Female Attorney Traits Partners look for in Associates Tips for Negotia…
 
In this week's episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa takes his podcast on the road and shares his candid and insightful viewpoint on the latest news impacting advisors in the financial services industry. Frank's discussion is broad-ranging and includes topics such as: *What exactly is going on at Merrill Lynch and the …
 
As an Asset Manager, are you competing for time or investment with others in your organization? Can you collect accurate information to secure the ITAM investment you need? HAMx will allow you to operate with agility, control cost and risk and gain complete visibility. We know how to get you back on track! HAMx is best practice. Decades of experien…
 
I interviewed Lori Lorenzo | Managing Director at Deloitte on Friday, April 9th, 2021. We discussed several topics such as: Her Journey in BigLaw How Career Services Affirmed what She Loved to Do Focused on real DE&I Impact The Unspoken Importance of Relationship Building Lots of Career Advice for Job Hunters Deloitte’s free Programs for CLOs and D…
 
If you take the time to consider the one trait every successful entrepreneur has in common, you inevitably arrive at the simplest of answers - Faith. Faith means different things to different people. It can represent a higher power or the universe but ultimately it reflects a belief system that a greater good is working on your behalf. In this epis…
 
Experience brings insight and this certainly holds true in financial services where legacy professionals offer a unique ability to see the matrix and understand the past, present, and future of the industry in a way only they can. In this episode, Elite Consulting Partners CEO Frank LaRosa is joined by Bill Walsh, Regional Market Manager and Senior…
 
I interviewed Chris Lewis | General Counsel at Edward Jones on Friday, March 26th, 2021. We discussed several topics such as: Civil Rights Heroes Betting on Yourself Being Intentional with DE&I Joining Edward Jones & 10x the Legal Dept SIFMA & The Buttermilk Group Leadership Inspiration St. Louis & his Community Involvement From Jamaica to NY Recom…
 
For advisors considering a transition, many factors come into play as they navigate that decision. From industry trends to their own goals and vision for their practice, advisors need to consider every angle in order to ensure they find the right firm partner fit for their long-term business vision. In this episode, Elite Consulting Partners CEO Fr…
 
The power of positive mindset in attracting the business and personal growth you desire are undeniable, as Elite Consulting Partners CEO Frank LaRosa discusses with the company's Regional Market Manager Len Murtha. Their in-depth conversation mines the theories of positivity, abundance, and the laws of attraction to offer financial advisors a new p…
 
Managing your hardware assets should not be an endless battle with chaos. Neither should your Asset Management implementation. Watch our On-Demand recording to see HAMx in Action: A Demo of ITS' newest Hardware Asset Management program. HAMx is best practice. Decades of experience to guide you through the labyrinth of industry standards. HAMx is pr…
 
The advisor community is starting to question the NFT trend, which is gaining significant media attention as of late, and rightly so. For starters what is an NFT? The concept is confusing to many. Essentially an NFT, or Non-Fungible Token, is new category of commerce that trades crypto currency for a unique piece of digital content. So, why should …
 
I interviewed Norman Wain | General Counsel, Chief of Business Affairs at USA Track & Field on Tuesday, March 2nd, 2021. We discussed several topics such as: Having Passion in his Legal Career Learning the Business of Sports The Road to General Counsel The Importance of Networking US Soccer History Leadership & Culture Building Public Speaking Advi…
 
Advisors today have 100% control of their businesses but make no mistake you can't have the glory of the practice and firm partner you want without being willing to put in the grind to make it happen, as Elite Consulting Partners CEO Frank LaRosa and COO Dale Dempsey explain in this episode. If you are an advisor who isn't happy with your firm part…
 
Financial Advisors may not be giving credence to the crypto currency trend circulating social media, but it is still important to pay attention as Elite Consulting Partners CEO Frank LaRosa and COO Dale Dempsey discuss in this episode. Crypto currency has gained a following with younger people and make no mistake - they are sharing what they are le…
 
Advisors contemplating a transition have many reasons for making a move; however, the financial upside is always at the top of the list. Given how hot the transition market is right now, with firms offering ever increasing transition deals to attract the right talent, it may be tempting for an advisor to make a move based solely on a large upfront …
 
Managing your hardware assets should not be an endless battle with chaos. Neither should your Asset Management implementation. Join ITS, as we introduce HAMx; a rapid, modular Hardware Asset Management program built on ServiceNow. HAMx is best practice. Decades of experience to guide you through the labyrinth of industry standards. HAMx is prescrip…
 
I interviewed Deanna Sheridan | General Counsel, Vice President, & Corporate Secretary of Spartan Race on Friday, February 5th, 2021. We discussed: Having Psychological Safety in Diversity, Equity & Inclusion Initiatives Keeping Spartan Race Afloat During COVID Acquiring & Integrating Tough Mudder How Diversity Strengthens an Organization Learning …
 
Join ITS and AMI as they host a discussion around how to automate tracking in ServiceNow to have employees attest to what they have and what can be returned! Many asset managers are struggling with hardware assets that went home during the pandemic. Not only do they not know what they have or where it is, but they also don’t know what or how to man…
 
Health insurance is an important issue for financial advisors considering independence. Among the primary concerns are how to navigate the process of establishing health insurance and the ultimate cost. To-date the choices and resources for establishing health insurance for independent financial advisors have been limited at worst and confusing at …
 
The best business relationships don't just happen, they are built upon years of common philosophy, networking, goals, and achievement. One such relationship that certainly fits that bill - and more - is that between Elite Consulting Partners CEO Frank LaRosa and his new Head of Business Development Kevin Frank, who joins in for this episode. Frank …
 
Wells Fargo's decision to leave the international space is a move that makes sense, as Elite Consulting Partners CEO Frank LaRosa and COO Dale Dempsey discuss during an episode which highlights the pluses and minuses for firms interested in considering international business. The fact is international financial services is a high-stakes game that i…
 
Watch ITS and ServiceNow discuss the management of the end-to-end digital and physical IT assets throughout your Enterprise Organization. Learn how to use the Now Platform to manage any IT asset, anywhere – whether it is hardware or software, on-premise or in the cloud, gain value in DAYS starting with SaaS applications, in WEEKS by detecting and c…
 
I interviewed Megan Belcher | Senior Vice President, General Counsel, & Corporate Secretary on Friday, November 20th, 2020. We discussed several topics such as: Transferring Success to Others Drinks Among Friends in Omaha, NE Launching a Womens’ GC Mastermind The Position of Power & Privilege and Welcoming Others at the Table Having a Professional …
 
Financial advisors are well aware of their traditional competition, be it advisor vs. advisor or W-2 vs. independent. However, few advisors are aware of a new competitor lurking just in the shadows yet already working hard to take their piece of the client asset pie. In this episode, Elite Consulting Partners CEO Frank LaRosa and COO Dale Dempsey e…
 
Every financial advisor intends to grow their AUM and build their client list, but have they developed a solid marketing and branding strategy that delivers on generating consistent sales growth? Get out your pen and paper and get ready to take some notes as Elite Consulting Partners CEO Frank LaRosa is joined by Jeremiah Desmarais, CEO of the Advi…
 
I interviewed Michael Moradzadeh | Founding Partner & CEO of Rimon Law on Friday, November 6th, 2020. We discussed several topics such as: Growing up in Silicon Valley and the Transition to NYC Beginning of His Career at Ropes & Gray Innovating the Law Firm Business Model First 3 Years of Rimon Definition of Great Leadership Benefits of Non-Attorne…
 
Forming personal and professional relationships with colleagues whose opinion you respect - and with whom you can have a candid discussion - is paramount to success in all areas. In this episode, Elite Consulting Partners CEO Frank LaRosa is joined by long-time friend and collaborator Austin Philbin, Chief Administrative Officer of Dynasty Financia…
 
As we put what was undoubtedly a tumultuous year behind us - one defined by a seemingly never-ending string of changes and surprises - it begs the question how does one predict what financial services trends can we expect to see in 2021? By putting their combined decades of industry experience to work, Elite Consulting Partners CEO Frank LaRosa and…
 
I interviewed Verona Dorch | Executive Vice President, Chief Legal Officer, and Secretary at Providence Health on Monday, August 17th, 2020. We discussed several topics such as: Her Move to the frontlines of the war on Covid Her time at Peabody Energy and Leading in Crisis Streamlining Outside Counsel from 100+ firms to 12 Requiring Diversity with …
 
In this special episode, Frank LaRosa shares his HubTalk presentation from AdvisorHub's First National Virtual Summit "Industry in Transition". As Frank discusses during his candid assessment of where the financial services industry is now and where it is going, the impact of COVID-19 can most be seen in the W-2 space where advisors, who now are wo…
 
I interviewed Jeanie Latz | Board and Governance Consultant on Friday, July 17th, 2020. We discussed several topics including: Her Journey to Board Consultant Better Results with Diversity Helpful Tips for Getting Involved with Boards Board Composition Trends The ESG Question Signs of an Effective Board Bringing Work In-House & Managing Legal Spend…
 
In the past, whether a firm was or was not in protocol played a major role in an advisor's decision to move firms. Afterall, non-protocol firms were sending the none to veiled message that clients were theirs and not advisors. This left non-protocol firm advisors to question - 'if I make a move, how does it impact my future success'. The answer to …
 
There has been one predominant effect of COVID on the financial services industry which is poised to have ripple effects in the months and years to come and that is the impact of work from home policies at larger firms. Large firms are essentially training their W-2 advisors on how to go independent without realizing the financial upside that indep…
 
ITS and ServiceNow discuss the management of the end-to-end digital and physical IT assets throughout your enterprise. Learn how to use the Now Platform to manage any IT asset, anywhere – whether it is hardware or software, on-premise or in the cloud, gain value in DAYS starting with SaaS applications, in WEEKS by detecting and consolidating shadow…
 
Year-end is always a time of financial maneuvering in the financial services industry, particularly at larger firms. As Frank LaRosa, Elite Consulting Partners CEO, shares in this episode during his conversation with his COO Dale Dempsey, it seems firms just can't help themselves from making changes this time of year. In particular, this year's fin…
 
I interviewed Mark Roellig | Senior Client Advisor at Perkins Coie on Friday, June 26th, 2020. We discussed several topics such as: Embracing Self-awareness Surrounding Yourself with Diverse People & Perspectives What General Counsel look for? The Value of an MBA Training People to Leave Streamlining the Interview Process People that Come to Win vs…
 
Unlike traditional VR implementations that have immense complexity and solve for multiple levels of maturity, our PVR establishes a baseline of measurable progress in a reasonable amount of time. Vulnerability remediation is an arduous process, from tracking progress through spreadsheets and hunting for patches, to manually grouping threats and val…
 
Succession planning is of paramount importance to every advisor as it is a direct, financial reflection of the valuation for an advisor's book of business and lifetime of hard work and achievement. Yet the fact is, the cookie cutter approach for succession planning which most firms offer - and which most advisors are familiar with - simply isn't th…
 
The financial services industry is undergoing an awakening, the catalysts for which are many while the impacts are undeniable. In a wide-ranging discussion, Elite Consulting Partners CEO Frank LaRosa is joined by Michael Bryan, CEO of Triad Hybrid Solutions, to provide their unique leadership perspectives on how the past and present are impacting t…
 
Hello friends, I had a wonderful conversation with the Chairman and Managing Partner of Spencer Fane. We discussed several topics such as: The Incredible Growth Story of Spencer Fane Profit Margin Expansion through Scaling Humility as the Foundation 200% Headcount Growth with Laterals A Passion for Lifelong Learning & Harvard Business School Leader…
 
The COVID-19 pandemic has transformed financial services and understanding where the industry was, where it is now, and where it is going will be vital to creating a new playbook for success. In an insightful and dynamic discussion, Elite Consulting Partners CEO Frank LaRosa is joined by Adam Antoniades, CEO of Cetera Financial Group, to address he…
 
Loading …

Quick Reference Guide

Copyright 2021 | Sitemap | Privacy Policy | Terms of Service
Google login Twitter login Classic login