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...
In this episode of Advisor Talk, Executive Vice President of Sales Stacey Frank teams up with Chief Marketing Officer Brian Lutz to issue a wake-up call to OSJs and large enterprise groups: it’s time to differentiate – or be left behind. Drawing on real-world...
In this week’s episode of Advisor Talk, Executive Vice President Stacey Frank teams up with Chief Information Officer Sue Cheema for a deep dive into what it takes to future-proof your technology stack. Drawing from real-world consulting conversations with RIAs and...
In this episode of Advisor Talk, Chief Marketing Officer Brian Lutz is joined by CIO Sue Cheema of Elite Consulting Partners and JEDI Database Solutions for a candid conversation about one of the most persistent pain points for financial firms: CRM adoption. Brian and...
In this episode of Advisor Talk, CEO Frank LaRosa teams up with Executive Vice President Stacey Frank for a candid conversation on the growing wave of private equity in wealth management – and why not all capital is created equal. Drawing from real-time client...
