In this week’s episode of Advisor Talk, Elite Consulting Partners CMO Brian Lutz and CIO Sue Cheema break down a topic that’s all too familiar – and costly – for financial professionals: losing leads due to poor process and CRM usage. Brian and Sue expose...
In this week’s episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa and EVP of Sales Stacey Frank get candid about a topic many advisors avoid until it’s too late: building a business that’s actually sellable. Drawing on years of real-world...
In this week’s forward-looking episode of Advisor Talk, Elite Consulting Partners CMO Brian Lutz and Chief Information Officer Sue Cheema dive deep into the world of artificial intelligence – and what it really means for financial advisors. With a blend of...
In this episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa and EVP of Sales Stacey Frank tackle a topic that hits home for many financial advisors: breaking the handcuffs – golden or not – that keep them stuck at the wrong firm. If...
In this episode of Advisor Talk, Elite Consulting Partners’ Chief Marketing Officer Brian Lutz sits down with CRM and data strategy expert Sue Cheema to dive into the real-world value of managed services for financial advisors. Sue, CIO of Elite and the force behind...
In this week’s episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa and EVP of Sales Stacey Frank tackle a topic that hits close to home for many advisors – the G2 Dilemma. Whether it’s your son, daughter, or a long-time junior advisor,...
