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,...
In this week’s episode of Advisor Talk, Elite Consulting Partners Chief Marketing Officer Brian Lutz is joined by Chief Information Officer Sue Cheema for an energetic and insightful conversation on modern marketing strategies for advisors. Together, Brian and Sue...
In this special JEDI Council edition of Advisor Talk, Elite Consulting Partners EVP Stacey Frank and CIO Sue Cheema take the mic to explore how data-driven insights can help firms work smarter, serve clients better, and fuel growth. Stacey and Sue break down the...
