by Steve Weissman | Dec 8, 2025
In this Advisor Talk episode, Brian Lutz and Sue Cheema dive into one of the biggest strategic decisions advisory firms face today: choosing the right CRM – and understanding how data, integrations, and automation can transform both the client experience and the...
by Steve Weissman | Nov 26, 2025
In this episode of Advisor Talk, host Frank LaRosa sits down with Mike Durbin, CEO of Cetera, for a candid, “inside baseball” look at one of the largest independent firms in the industry and how it’s positioning advisors for the next decade of change. Drawing on 35...
by Steve Weissman | Nov 24, 2025
In this episode of Advisor Talk, Frank LaRosa sits down with Joe Greco, Director of Elite Advisor Successions, for a candid and in-depth look at what’s really happening across the M&A landscape as we move into 2026. With deal volume reaching record highs and...
by Steve Weissman | Nov 20, 2025
In this episode of Advisor Talk, Frank LaRosa sits down with Matt Hicken of Bill Good Marketing for a deep dive into one of the most misunderstood topics in the industry: the difference between branding and marketing – and why advisors need both. Matt breaks...
by Steve Weissman | Nov 17, 2025
In this Advisor Talk episode, Brian Lutz and Sue Cheema break down one of the most overlooked advantages advisors have today: truly leveraging social CRM to listen, engage, and convert in a modern, data-driven world. Drawing from real examples and decades spent...
