by Brian Lutz | Aug 25, 2025
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...
by Brian Lutz | Aug 21, 2025
In this week’s episode of Advisor Talk, Frank LaRosa and co-host Stacey Frank use a deceptively simple question – “What do you want to be when you grow up?” – to help advisors get crystal clear on the business they’re actually building. If you’re...
by Brian Lutz | Aug 14, 2025
In this episode of Advisor Talk, Frank LaRosa and Stacey Frank explore what sets the top 1% of financial advisors apart – and it’s not just about assets under management. Drawing from years of working with some of the most successful advisors in the country,...
by Brian Lutz | Aug 9, 2025
In this episode of Advisor Talk with Frank LaRosa, Elite Consulting Partners Chief Marketing Officer Brian Lutz is joined by Sue Cheema for a dynamic conversation on one of the most powerful, yet overlooked growth drivers for advisory firms today: integration. As...
by Brian Lutz | Aug 7, 2025
In this episode of Advisor Talk with Frank LaRosa, Frank is joined by Elite Consulting Partners’ own Stacey Frank to dig into one of the most misunderstood aspects of advisor transitions: evaluating what actually makes a deal “good.” Too often, advisors chase...
