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...
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...
