The Six Defining Trends Shaping Financial Advisors in 2025

In this episode of Advisor Talk, Frank LaRosa and Stacey Frank break down six of the most important themes that have shaped the financial advisory industry from 2025. These are the topics that consistently generated the most advisor questions, conversations, and feedback throughout the year - and for good reason. Drawing from real advisor conversations, recent industry events, and hands-on experience working with firms of all sizes, Frank and Stacey explore how data quality, consolidation, deal structures, private equity, business models, and marketing strategy are directly impacting advisor valuations, growth trajectories, and long-term control.