Financial advisors, are you overwhelmed by too many technology options? In this episode of Advisor Talk: JEDI Series, Vince Leto, Director of RIA Consulting, and Sue Cheema, Chief Information Officer of JEDI Database Solutions, break down how custodial partnerships,...
Financial advisors, are you considering a transition? Too many advisors get misled by inflated recruiting deal numbers and vague promises. In this episode of Advisor Talk, Frank LaRosa and Stacey Frank break down how to negotiate financial advisor transitions the...
In this episode of Advisor Talk, Jim Primiani, Chief Technology Officer at Elite Consulting Partners, and Sue Cheema, Chief Information Officer, take on a vital issue for advisors: how leveraging systems and processes can increase your firm’s valuation. Jim and Sue...
In this special crossover episode of Advisor Talk, recorded live for the Financial Advisor Success Syndicate (FASS), Frank LaRosa and Stacey Frank tackle one of the most pressing topics facing advisors today: how to attract and retain high net worth clients. Frank and...
On this episode of Advisor Talk, Elite Consulting Partners Chief Marketing Officer Brian Lutz sits down with Chief Information Officer Sue Cheema for an insightful discussion on how CRM technology is evolving and what it means for financial advisors. From static...
