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...
In this week’s episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa and EVP of Sales Stacey Frank reflect on the powerful lessons from the 2025 IGNITE Conference – and why sometimes, the most important insights come from realizing what you...
In this week’s episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa and Chief Information Officer Sue Cheema return for a deeper conversation on the power of data-driven decision making in advisory practices. Inspired by lessons Frank took from his...
In this live edition of Advisor Talk, recorded on the floor at IGNITE, Elite Consulting Partners CEO Frank LaRosa sits down with Senior Vice President-Head of Advisor Recruiting Consulting at Raymond James, Joseph Pellegrini, for a conversation centered on what truly...
On Day 2 of Advisor Talk live from IGNITE, Frank LaRosa is joined by Brian Mora, Senior Vice President at Ameriprise, for a powerful conversation on leadership, advisor growth, and the evolving expectations in today’s wealth management landscape. From creating...
