In this episode of Advisor Talk, Elite Consulting Partners’ Chief Marketing Officer Brian Lutz sits down with CRM and data strategy expert Sue Cheema to dive into the real-world value of managed services for financial advisors. Sue, CIO of Elite and the force behind JEDI Database Solutions, shares how advisors can streamline operations, improve data integrity, and future-proof their firms through smart tech integrations.
They explore why JEDI was created, how the name came to be, and what makes this service a natural extension of the Elite Consulting Partners ecosystem. From reducing manual data entry to automating compliance tasks, this episode covers how advisors can use managed CRM services to save time, reduce costs, and boost practice value – whether they’re scaling or preparing for succession.
Key takeaways include:
-What “managed CRM services” actually mean for advisors
-How JEDI helps automate repetitive tasks like RMD reminders and client scheduling
-Why data integrity is non-negotiable – and how to test if your data is clean
-The direct impact of CRM optimization on firm valuation and exit strategy
-Real use cases for automation, integration, and proactive problem solving
Whether you’re growing your practice or thinking long-term about your legacy, this conversation is packed with tactical insights to help you get more out of your CRM – and your business.
Connect with Us:
Learn more at www.JEDIDatabaseSolutions.com
Contact Sue at sue@eliteconsultingpartners.
Check out some of JEDI’s resources here! – https://jedidatabasesolutions.
