In this episode of Advisor Talk, Executive VP of Sales Stacey Frank and Chief Information Officer Sue Cheema explore how financial advisors can turn their data into one of their most powerful growth tools.
From optimizing your tech stack to improving client retention, they break down how JEDI Database Solutions helps advisors and RIAs enhance every stage of the customer journey – from initial lead to lasting loyalty. Stacey and Sue discuss why CRM systems are far more than digital filing cabinets, and how automation, data hygiene, and consistent client communication directly impact both client experience and firm valuation.
Whether you’re building your business or preparing for succession, this episode reveals how using data strategically can deepen relationships, streamline operations, and future-proof your firm for long-term success.
Key Highlights:
00:00 – Introduction
01:05 – Optimizing tech stacks and increasing valuation
03:17 – Defining client loyalty and retention
04:23 – How CRMs improve onboarding, notes, and communication
06:39 – Using data to strengthen relationships and trust
08:23 – How to future-proof your advisory business
10:12 – Building data hygiene and integrated systems
16:59 – Finding efficiency gaps and scaling intelligently
17:22 – The compounding power of technology
19:06 – Advisor transitions, CRM agnosticism, and closing thoughts
Resources:
Elite Consulting Partners | Financial Advisor Transitions: https://
Elite Marketing Concepts | Marketing Services for Financial Advisors: https://
Elite Advisor Successions | Advisor Mergers and Acquisitions: https://
JEDI Database Solutions | Data Intelligence for Advisors: https://jedidatabasesolutions.
Listen to more Advisor Talk episodes: https://
Follow us on LinkedIn: https://linkedin.com/company/
