In this week’s episode of Advisor Talk, Executive Vice President of Sales Stacey Frank is joined by Chief Information Officer Sue Cheema to explore a powerful and often overlooked tool in an advisor’s arsenal: the CRM.

From real-world success stories to the must-ask questions Sue uses in her consulting process, this episode dives into the strategy behind CRM integration and how it connects your firm’s operations to client loyalty.

Key takeaways include:

-Why CRM data should go beyond KYC and track personal life events.

-How small CRM details can make or break client trust.

-The four-part CRM strategy Sue uses with advisor clients.

-Real examples of how automation drives loyalty and referrals.

-What to expect in a CRM consulting engagement with Elite and JEDI.

Whether you're a solo RIA or part of a larger firm, this conversation will help you rethink how your CRM can drive meaningful client connections - and business growth.