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...
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...
In this episode of Advisor Talk, CEO Frank LaRosa teams up with Executive Vice President Stacey Frank for a candid conversation on the growing wave of private equity in wealth management – and why not all capital is created equal. Drawing from real-time client...
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...
