In this episode of Advisor Talk, Frank LaRosa is joined by Sue Cheema of Elite Consulting Partners and JEDI Database Solutions team to dive deep into the power of using data to enhance client engagement. Together, they explore how financial advisors can use CRM systems and lead scoring to create more personalized, scalable, and efficient client experiences – without sacrificing the human touch.

They also discuss the importance of having a “single source of truth,” the impact of automation, and how better data ultimately drives higher valuations.

Key Topics Covered:

-How to score and segment your clients using real engagement metrics.

-The difference between gut instinct and data-driven decisions.

-CRM limitations and how to work around them.

-Ways to use data to both increase and protect your revenue.

-Why private equity firms and bankers are demanding better firm data.

Whether you’re looking to serve your clients better, optimize your workflows, or prepare your practice for growth or sale, this episode is packed with insight and actionable ideas. Tune in to learn how tracking the right data today can shape the future success of your business.