by Brian Lutz | May 31, 2025
In this week’s episode of Advisor Talk, Elite Consulting Partners CMO Brian Lutz and CIO Sue Cheema break down a topic that’s all too familiar – and costly – for financial professionals: losing leads due to poor process and CRM usage. Brian and Sue expose...
by Brian Lutz | May 29, 2025
In this week’s episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa and EVP of Sales Stacey Frank get candid about a topic many advisors avoid until it’s too late: building a business that’s actually sellable. Drawing on years of real-world...
by Brian Lutz | May 24, 2025
In this week’s forward-looking episode of Advisor Talk, Elite Consulting Partners CMO Brian Lutz and Chief Information Officer Sue Cheema dive deep into the world of artificial intelligence – and what it really means for financial advisors. With a blend of...
by Brian Lutz | May 22, 2025
In this episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa and EVP of Sales Stacey Frank tackle a topic that hits home for many financial advisors: breaking the handcuffs – golden or not – that keep them stuck at the wrong firm. If...
by Brian Lutz | Mar 6, 2025
The key to a thriving advisory firm isn’t just great client relationships – it’s having the right systems in place to optimize efficiency. In this week’s episode of Advisor Talk, host Frank LaRosa sits down with Sue Cheema, Chief Information Officer at Elite...
