Financial advisors, is your CRM setting you up for growth – or holding your business back? In this episode of Advisor Talk, Jim Primiani, Chief Technology Officer, and Sue Cheema, Chief Information Officer at Elite Consulting Partners, break down how to...
Financial advisors, are you wondering if there’s ever a “perfect” time to leave your firm? In this episode of Advisor Talk, Frank LaRosa and Stacey Frank break down the timing of advisor transitions – from Q4 planning and client schedules to deferred comp and...
Financial advisors, are you overwhelmed by too many technology options? In this episode of Advisor Talk: JEDI Series, Vince Leto, Director of RIA Consulting, and Sue Cheema, Chief Information Officer of JEDI Database Solutions, break down how custodial partnerships,...
Financial advisors, are you considering a transition? Too many advisors get misled by inflated recruiting deal numbers and vague promises. In this episode of Advisor Talk, Frank LaRosa and Stacey Frank break down how to negotiate financial advisor transitions the...
In this episode of Advisor Talk, Jim Primiani, Chief Technology Officer at Elite Consulting Partners, and Sue Cheema, Chief Information Officer, take on a vital issue for advisors: how leveraging systems and processes can increase your firm’s valuation. Jim and Sue...
In this special crossover episode of Advisor Talk, recorded live for the Financial Advisor Success Syndicate (FASS), Frank LaRosa and Stacey Frank tackle one of the most pressing topics facing advisors today: how to attract and retain high net worth clients. Frank and...
