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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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The Perfect RIA

Matthew Jarvis, CFP® & Micah Shilanski, CFP®

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Welcome to The Perfect RIA podcast, the ultimate resource for advisors who want to master time management, optimize advisor-client interactions, achieve unparalleled profitability, and maximize value in their practice. Hosted by industry experts Matthew Jarvis, CFP®, and Micah Shilanski, CFP®, this podcast is your blueprint for success. Matthew and Micah don't talk theory; they share what has worked for them in the real world. They cut through the noise to deliver practical advice that you c ...
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Join your peers, colleagues, and friends in a bi-monthly discussion of the latest trends in hiring, staffing, best practices and rants covering the best, and sometimes worst, examples in staffing and job search. Hiring University aka Hiring U! powered by Ursus, is a podcast forum designed for fun exploration and story sharing to help benefit those looking for tips and guidance on the dos and don’ts of finding a job, finding a candidate, or running an internal or external recruiting program.
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The Payroll Podcast

Nick Day - JGA Payroll Recruitment

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🚀 Elevate your payroll game with The Payroll Podcast! 🎧 As the first podcast exclusively for the UK and global payroll community, join host Nick Day for cutting-edge discussions with experts. Dive into complex topics like international legislation, technology, systems, leadership, compliance, payroll recruitment, career advancement and more! 🌐 Stay ahead of the global payroll curve with insights on AI, strategy, earned wage access, wellbeing, DEI and more. Perfect for payroll professionals a ...
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The Recruiter Startup Podcast is your go-to source for in-depth conversations with top agency recruitment leaders from around the world. Our guests delve into the best practices and strategies for building, scaling, and operating a world-class recruitment company. With expert guidance, insider knowledge, and inspiring stories, the Recruiter Startup Podcast will keep you up-to-date on the latest industry trends and empower you to take your recruitment journey to the next level. Tune in today ...
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The Gradience

Build Talent

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If you’re a founder building a company you’re going to eventually have to start hiring executives to help you scale. The people you bring into your leadership team can make or break your startup. In each episode we’ll be speaking with a founder or expert, as we discuss the art & science of hiring leaders, why it matters, and how you can keep up.
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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 industry. Our guests share their stories of success, failures and learnings, as well as what to expect from a career in the industry! 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-office staff all have their ...
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Diversity in Action™

Luis Rosa and Shawn Tydlaska

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Diversity in Action™ is all about showcasing real stories of individuals who are making an impact in the financial planning industry. You will learn how they got started in the industry, how they built their foundation, where they are headed in their careers, and their passion for making the financial industry more diverse. It’s time to be inspired by those working to make a positive difference in the financial planning industry. It’s time to be part of this radical change! Diversity in Acti ...
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Business Confidential Now with Hanna Hasl-Kelchner

Business Confidential Now with Hanna Hasl-Kelchner

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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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Women Interviews

Joanne French

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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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The secondary teachers union says the Government's pre-Budget teacher recruitment announcement is a good start but it needs to ramp up. Education Minister Erica Stanford's announced a 53-million dollar package to train and recruit 1500 teachers over four years. It includes establishing 1200 places for aspiring teachers to learn on the job. PPTA Pre…
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The UK Prime Minister has made a big pre-election promise - ahead of July's general election. The Conservative party wants to bring back 12 months of national mandatory military service. Eighteen year olds could choose between a fulltime military placement or one weekend a month of community service. Rishi Sunak's party has not stated the planned p…
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This week marks the conclusion to the Donald Trump Hush Money Trial in New York. The first criminal trial of former President Donald J Trump will have its closing arguments on Tuesday before Jurors have to decide to convict him. Mr Trump is accused of falsifying business records to cover up a hush money payment to porn star Stormy Daniels. Anthony …
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In this recap episode, Amber shares insights to help financial advisors in their hiring strategy and streamline their client onboarding process to set the stage for a rewarding advisory relationship. On Monday's episode, Matt and Claire Myers Vitale dove into compensation and team-building strategies tailored for financial advisors. They emphasized…
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The state of New Zealand’s economy is a disappointment. In a pre-Budget speech to the Employers and Manufacturers Association, Finance Minister Nicola Willis confirmed the Government had found savings to pay for tax cuts. However, she warned that the books are still in a structural deficit, with spending outpacing tax revenue. EMA CEO Brett O’Riley…
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Rishi Sunak and Keir Starmer have hit the ground running in the UK. The leaders of the Conservative and Labour parties, respectively, are out and about ahead of the July 4 election. But Newstalk ZB UK correspondent Vincent McAviney told Mike Hosking that it hasn't been a smooth start for the Conservative leader. He says Sunak had an embarrassing fa…
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It’s little surprise a large number of Kiwi teachers didn't pass some high-school subjects. New research has found a quarter of new primary school teachers failed maths and more than half failed science at NCEA Level One. More than half who pursued Level Two maths also failed. The Teaching Council's calling for more investment and widespread change…
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A mining lobby group thinks the Resources Minister's decade-long vision for mining is achievable. Shane Jones has announced a draft strategy which would see a critical minerals list for New Zealand produced, and a detailed stock-take made of the country's known mineral potential. He wants to double export values in 10 years, from one billion to two…
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LEAD GENERATION Who wouldn’t benefit from expert lead generation tips, especially if they’re designed to help you maximize results and minimize costs, right? That’s why I’m so excited to welcome Josh Ramsey today. What You’ll Discover About Lead Generation: * The number one lead generation trap people fall into * The most practical way to approach …
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With Reza Zamani – Founding Partner and Chief Executive Officer, SteelPeak Wealth Overview After a dozen years in the wirehouse world, Reza Zamani began to recognize the limitations inherent to the model. So in 2012, he left to launch SteelPeak Wealth with $250mm in AUM. Today, they manage $3B and have 20 advisors on their team. Reza discusses how …
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Today's Payroll podcast episode is brought to you by Deel, the all-in-one Global People Platform that simplifies how you pay your global team. Deel’s fully-managed global payroll makes it possible to pay your entire team in over 100 countries and in over 200 currencies, all in one place. So whether you’re an enterprise business, a small company, or…
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Today’s show highlights include: *The benefits of working with a professional consultant, and why it’s crucial specifically for financial advisors. *The extensive research involved in identifying the right firms and how professionals streamline this process. *The time constraints advisors face and how consultants help manage research and client car…
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In this Encore episode of Worlds to Conquer, Jamie Shilanski unveils the game-changing strategies that will revolutionize how you set expectations and deliver massive value during the critical client onboarding phase. She shared her firm's dynamic approach to crafting unforgettable first impressions that lay the foundation for long-lasting, trust-b…
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This week, the GeniusVets Show features Dr. Gregory Lloyd, of Hebron Animal Hospital, with David Hall, GeniusVets Co-Founder. This insightful conversation will dive into the Trends, Threats, and Opportunities facing veterinary practice ownership today. This far-reaching discussion will cover: Navigating the Recruitment Challenge: Understand the cur…
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Major tornados hit Iowa, leaving towns devastated and people injured or dead. Greenfield was struck by the deadliest tornado of the storm, leaving homes and businesses destroyed, and while police confirmed fatalities at a news briefing, they were unable to say how many. The town’s hospital was among the buildings damaged, forcing the injured to fin…
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The Reserve Bank had a few surprises in its monetary policy update yesterday. While the OCR remaining at 5.5% was expected, Governer Adrian Orr’s signal that the cash rate may remain “restrictive” for longer, was not. Domestic inflation is proving more stubborn than expected, and the Bank is also considering hiking rates if it must. Malcolm Knight,…
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French President Emmanuel Macron's imminent arrival in New Caledonia is being viewed as a show of defiance. Six have died in the unrest sparked by government electoral reforms. A further 49 New Zealanders have been rescued from Noumea following the initial 50 people evacuated on Tuesday night. They arrived in Auckland early this morning aboard a De…
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When life throws you curveballs, financial foresight can be your greatest ally. Hazel Carter, a retired financial services professional , today shares how she turned tragedy into a mission of education. Hazels shares her husbands Alan's battle with motor neuron disease that strikes at the heart of why financial preparation is so crucial. We talk ab…
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Join us as we explore the intricacies of imposter syndrome and provide practical strategies to overcome it. Learn more about us at; https://hookagency.com/ and @hookagency on all social media platforms Learn more about Texas Medley at https://www.callmedley.com/על ידי HookAgency.com
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The OCR is expected to remain steady. It’s expected to remain unchanged at 5.5% when the bank releases its quarterly Monetary Policy Statement this afternoon. It's signalled a rate cut may not come for another year. Infometrics' Brad Olsen says the central bank is having to focus on inflation, over other negative economic indicators like rising une…
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New Zealand’s rugby provinces have been warned by the professional players to brace for a civil war if they vote to approve their own governance change proposal at next week’s special general meeting. In an explosive move that shows how distressed the New Zealand Rugby Players’ Association (NZRPA) is with the current governance system and the possi…
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Electoral paperwork is landing two MPs in hot water. The Greens have referred suspended MP Darleen Tana to the Electoral Commission for failing to put a promoter statement on a magazine advertorial. The party itself is investigating what she knew about allegations of migrant exploitation relating to her husband's business. At the same time, Nationa…
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Passengers have described their terror when a Singapore Airlines flight from London to Singapore dropped suddenly. A 73-year-old British man has died of a suspected heart attack and dozens of others were injured. A statement from the airline says 23 of the 211 passengers were from New Zealand. Flight SQ321 was diverted to Bangkok. UK correspondent …
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This Military Appreciation Month, we honor our veterans not just for their service, but for the valuable skills they bring to the civilian workforce. In this episode, Eric Ryan, a Marine Corps veteran and senior director of Military Operations at the University of Phoenix, joins to explore the unique challenges and opportunities faced by veterans t…
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Police response times in Australia’s Northern Territory have gotten worse. A domestic violence inquest has heard that police response times have increased in the past year, more than doubling over the previous five. NT Police Commissioner Michael Murphy revealed that between 2022 and 2023, the number of hours spent on domestic violence cases increa…
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Local councils want a new approach to move decision making away from central government and back into communities. Local Government New Zealand is proposing city and regional deals, a system which would see councils team up with the government on specific projects. Whanganui Mayor Andrew Tripe told Mike Hosking that it will give more control to loc…
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The death of Iran's President isn't expected to have immediate impacts internationally. President Ebrahim Raisi and the foreign minister have been confirmed dead by state media after a helicopter crash near the Azerbaijan border. Iran has announced five days of public mourning. Otago University international relations professor Robert Patman told M…
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Immediate changes are in store for Kainga Ora, in light of a critical independent review. It found the public housing agency needs significant savings to become financially viable. Housing Minister Chris Bishop's indicated a total refresh of the board but rules out a mass sell-off of state houses. Community Housing Aotearoa Deputy CEO, Chris Glaude…
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Have you ever wondered what the right investment could do for your business? Matt Coulson, co-founder of Heron Financial, joins us to explore how strategic investments and a growth mindset have shaped their success in the industry. In this episode, Matt delves into his extensive experience, from his beginnings in the industry to spearheading Heron …
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In this episode, Matthew Jarvis and Claire Myers Vitale, the hiring guru from Claire Myers Consultation, unveil the secrets to assembling a high-performing team. They dive into the art of hiring and share invaluable strategies to attract top talent and create a powerhouse advisory firm. Hiring the right people is a game-changer, but it's easier sai…
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In this Follow-up Friday episode, Amber recaps the week's insights into client experience, communication, and process optimization for financial advisors. The episode dives into client communication strategies. Micah's script for explaining the path to success underscores the significance of credibility and leveraging client references to build tru…
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A sellout crowd is certain as it's just one day til Wellington Phoenix chants ring out across the city. The nix are playing the Melbourne Victory at a packed Cake Tin. Excitement's been building up in the capital about the A-League semifinal clash, as the team goes into the second leg on a nil-all aggregate score, at home. Weekend Sport host Jason …
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King Charles has been attending garden parties as he returns to public duties. The monarch returned to work in late April, about two months after it was announced he was being treated for cancer. UK correspondent Vincent McAviney told Mike Hosking that he appeared in good spirits at the garden parties this past week. He says hundreds of people are …
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The Workplace Relations and Safety Minister's being urged to address the huge cost of workplace bullying. A report by the Human Rights Commission and KPMG has found the cost of bullying and harassment to employers is about $1.5 billion a year. Equal Opportunities Commissioner Saunoamaali'i Karanina Sumeo told Mike Hosking that Minister Brooke van V…
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Federated Farmers says most farmers are looking at Fonterra's change in strategy with cautious optimism. The dairy giant's signalled its intent to divest well-known brands such as Anchor and overseas brands Fonterra Oceania and Fonterra Sri Lanka. It wants to focus on producing ingredients and selling them to consumers and other businesses. Federat…
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Ethical Leadership Ethical leadership is about much more than not breaking the law. What does it mean for your career in the future of your business? Why does it matter if you can still be law abiding? Those are a few of the things we’ll be exploring with Rick Swegan, coauthor of the new book, The Practice of Ethical Leadership: Insights from Psych…
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With Rob Nelson – CEO and Founder, NorthRock Partners Overview Since his last visit on the show 5 years ago, Rob Nelson’s NorthRock Partners has grown exponentially, serving a high net worth client base of professional athletes, entrepreneurs, and corporate executives. Rob offers valuable lessons derived from finding the “clearest path to excellenc…
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Today’s Greatest Hits show highlights include: *A breakdown of the industry trends that led to the formation of Elite Advisor Successions. *The process that Elite Advisor Successions engages in with buyers to be able to see what they truly want, as well as what is best for them. *The qualifications consistent among “serial buyers”, and the preparat…
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This episode was taken from a live recording of the Payroll Question Time April ‘24 Webinar. Join your host Nick Day on today’s episode of the Payroll Podcast as we dive deep into the latest payroll insights with industry experts Karen Thompson, Simon Parsons, Richard George, and Andy Nicholls. In this episode, we explore a variety of topics, from …
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In this Worlds to Conquer episode, Jamie discusses the pivotal role of client experience in financial advising. She underscores the necessity of building from the ground up and encourages advisors to immerse themselves in the client's journey to truly understand their needs and perspectives. Exploring parallels with other industries like constructi…
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Join the conversation with Paul Taylor, an expert in financial planning, as we explore the secrets of turning ambitious individuals into top financial advising experts. With his own journey from humble cold-call beginnings to a financial planning powerhouse, Paul's passion lies in mentoring the mavericks of tomorrow. His treasure trove of strategie…
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This week, the GeniusVets Show features Heidi Rooney, Solutions Development Manager, VetPowerment, with David Hall, GeniusVets Co-Founder. This insightful conversation will dive into the Trends, Threats, and Opportunities facing veterinary practice ownership today. This far-reaching discussion will cover: Understanding Burnout Dynamics: Explore the…
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After months of goading, Donald Trump has his wish. Joe Biden has finally agreed to presidential debates, but on a different schedule. He released a video on social media earlier today saying that he’s ready to debate, and that Trump is available on Wednesdays, referring to the day that Trump’s hush money trial is not in session. US Correspondent M…
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Hundreds of appointments and surgeries have been cancelled as junior doctors begin another strike. They’re continuing to fight for better pay and work conditions. More than 2000 doctors walked off the job at 7am for the second time in two weeks, the strike planned to last two days. Sarah Dalton, Executive Director of the Association of Salaried Med…
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There's a small silver lining for regional councils amid slowing local economic growth. The March Infometrics Monitor reveals economic activity has increased just 0.2% over a year, the slowest growth since the first Covid-19 lockdown. Building consents have dropped almost 60% in the Tasman District and fell around 25% for all regions. Tasman Distri…
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Labour's anticipating many Kiwi police officers will take up New South Wales' incentivised offer. The state is 1500 officers short and has announced it'll fast-track New Zealand officers as recruits. Training requirements will be shortened and Kiwis with at least seven years' experience can keep their current rank, up to senior constable. Labour's …
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With any promise there’s always an element of wiggle room, misinterpretation, or perhaps reversing out at high speed. Although I have huge admiration for anyone who keeps their word and sticks to a promise verbatim, the coalition government’s promise of tax cuts isn’t a promise I’m happy for them to keep. Anyone who only heard that promise in the r…
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Welcome to the HVAC HUSTLE podcast, where we dive deep into the world of heating, ventilation, and air conditioning businesses and explore the art of pricing. Join us as we uncover the secrets behind why raising your prices could be the game-changer your HVAC business needs. Learn more about us at; https://hookagency.com/ and @hookagency on all soc…
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