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How The Top 1% of Advisors Actually Spend Their Week
Episode 232

How The Top 1% of Advisors Actually Spend Their Week

In this episode of Advisor Talk, Frank LaRosa and Stacey Frank explore what sets the top 1% of financial advisors apart - and it’s not just about assets under management. Drawing from years of working with some of the most successful advisors in the country, they break down how these elite professionals manage their time, focus on high-value activities, and protect their calendars to fuel consistent growth.

Advisor Talk with Frank LaRosa · Stacey Frank, Frank LaRosa

August 14, 202546m 57s

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Show Notes

Show Highlights:

-The difference between working hard and working smart in today’s advisory space.

-Why intentional scheduling is critical to sustainable growth.

-The top priorities high-performing advisors focus on daily.

-How effective delegation drives business scalability.

-Practical ways to protect your calendar and say no to the wrong opportunities.

-Lessons advisors can apply whether they’re independent or W-2.

Whether you’re an established producer or building your practice, you’ll come away with actionable insights to spend your time where it matters most.

Topics

elite consulting partnersfinancial planningfinancial advisorfinancial podcastfinancial servicesfinancial advisorsadvisor transitionsadvisor talkadvisor recruiting