In this episode of Advisor Talk, Frank LaRosa is joined by Sue Cheema of Elite Consulting Partners and JEDI Database Solutions team to dive deep into the power of using data to enhance client engagement. Together, they explore how financial advisors can use CRM...
In this episode of Advisor Talk, Frank LaRosa sits down with Elite Advisor Successions Managing Director Joseph Greco for part two of their succession planning series, diving into the full lifecycle of a transaction – what happens after the letter of intent is...
In this week’s episode of Advisor Talk, Executive Vice President of Sales Consulting Stacey Frank teams up with Chief Information Officer Sue Cheema for a deep dive into how financial advisors can better leverage their data to drive meaningful business...
In this special JEDI Council edition of Advisor Talk, Chief Technical Officer Jim Primiani and Chief Information Officer Sue Cheema team up for the first time on the mic to dive deep into one of the most critical – and often overlooked – topics in the...
In this episode of Advisor Talk with Frank LaRosa, Frank is joined by his co-host Stacey Frank for an in-depth, no-fluff conversation about what actually happens during a financial advisor’s transition. From planning timelines to the emotional rollercoaster of leaving...
