by Steve Weissman | Dec 15, 2025
In this Advisor Talk episode, Brian Lutz and Sue Cheema break down what financial advisors should be focusing on now to deliver a stronger, more scalable client experience in 2026 – and why technology, data, and workflow decisions are becoming key...
by Steve Weissman | Dec 11, 2025
In this week’s episode of Advisor Talk, Frank LaRosa sits down with Chuck Failla, CEO and Founder of Sovereign Advisor Solutions and Sovereign Financial Group, as well as the host of the Go RIA podcast, for a candid conversation about one of the most misunderstood...
by Steve Weissman | Dec 8, 2025
In this Advisor Talk episode, Brian Lutz and Sue Cheema dive into one of the biggest strategic decisions advisory firms face today: choosing the right CRM – and understanding how data, integrations, and automation can transform both the client experience and the...
by Steve Weissman | Nov 26, 2025
In this episode of Advisor Talk, host Frank LaRosa sits down with Mike Durbin, CEO of Cetera, for a candid, “inside baseball” look at one of the largest independent firms in the industry and how it’s positioning advisors for the next decade of change. Drawing on 35...
