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...
In this episode of Advisor Talk with Frank LaRosa, Chief Marketing Officer Brian Lutz is joined by Sue Cheema, CIO of JEDI Database Solutions and Elite Consulting Partners, for a candid conversation on how advisory firms can move from operational chaos to true clarity...
In this week’s episode of Advisor Talk with Frank LaRosa, Frank sits down with co-host Stacey Frank for a powerful, real-time conversation about one advisor’s transformative journey from a restrictive bank environment to the freedom of true independence. Fresh off a...
In this episode of Advisor Talk, Elite’s Chief Marketing Officer Brian Lutz is joined by VP of Marketing Strategy Stacey Frank to walk through one of the most requested topics from financial professionals: the marketing funnel. From awareness to conversion, Brian and...
In this week’s episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa and Stacey Frank dive deep into one of the most overlooked yet costly decisions financial advisors make – doing nothing. They unpack the real consequences of inaction and how...
