In this episode of Advisor Talk with Frank LaRosa, Brian Lutz sits down with Sue Cheema for a practical, no-fluff conversation on one of the biggest challenges facing advisory firms today: inefficient systems and the hidden cost of bad processes. Drawing from real...
In this episode of Advisor Talk, Frank LaRosa and Stacey Frank tackle one of the most common decisions independent advisors face: choosing between a direct affiliation with a firm or aligning with an OSJ / large enterprise model. Drawing from real advisor...
In this episode of Advisor Talk, Brian Lutz and Sue Cheema dive into one of the most important – and most misunderstood – decisions advisory firms face today: choosing the right CRM and understanding how data, integration, and automation directly impact...
In this episode of Advisor Talk, Frank LaRosa and Stacey Frank break down six of the most important themes that have shaped the financial advisory industry from 2025. These are the topics that consistently generated the most advisor questions, conversations, and...
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...
