In this special JEDI Council edition of Advisor Talk, Elite Consulting Partners EVP Stacey Frank and CIO Sue Cheema take the mic to explore how data-driven insights can help firms work smarter, serve clients better, and fuel growth.
Stacey and Sue break down the launch of JEDI Database Solutions and why leveraging dashboards and CRM tools isn’t just about tracking numbers – it’s about transforming the way RIAs, broker-dealers, and independent advisors manage their day-to-day operations.
Other highlights include:
-Why “dialing in your dashboard” can help advisors focus on what matters most.
-How task management, client demographics, and time allocation metrics can drive more informed decision-making.
-Why tracking centers of influence and referral pipelines is critical for long-term growth.
-The difference between having data – and actually using it to improve performance.
-How custom dashboards can help teams of all sizes stay aligned and efficient.
If you’re an advisor or firm leader looking to turn untapped data into real results, this episode is packed with actionable ideas and fresh perspective. Because in today’s competitive landscape, it’s not just about having data – it’s about knowing how to use it.
