by Brian Lutz | Aug 2, 2025
In this week’s episode of Advisor Talk, Elite Consulting Partners Chief Marketing Officer Brian Lutz sits down with Joseph Greco, Managing Director of Elite Advisor Successions, for a one-of-a-kind conversation blending AI insights with real-world M&A experience....
by Brian Lutz | Jul 26, 2025
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...
by Brian Lutz | Jul 24, 2025
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...
by Brian Lutz | Jul 21, 2025
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...
by Brian Lutz | Jul 12, 2025
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...
