In this episode of Advisor Talk with Frank LaRosa, Elite Consulting Partners Chief Marketing Officer Brian Lutz is joined by Sue Cheema for a dynamic conversation on one of the most powerful, yet overlooked growth drivers for advisory firms today: integration. As...
In this episode of Advisor Talk with Frank LaRosa, Frank is joined by Elite Consulting Partners’ own Stacey Frank to dig into one of the most misunderstood aspects of advisor transitions: evaluating what actually makes a deal “good.” Too often, advisors chase...
In this week’s episode of Advisor Talk, Elite Consulting Partners Chief Marketing Officer Brian Lutz sits down with Joseph Greco, Managing Director of Elite Advisor Successions, for a one-of-a-kind conversation blending AI insights with real-world M&A experience....
In this week’s episode of Advisor Talk, Executive Vice President of Sales Stacey Frank is joined by Chief Information Officer Sue Cheema to explore a powerful and often overlooked tool in an advisor’s arsenal: the CRM. From real-world success stories to the must-ask...
In this episode of Advisor Talk, Executive Vice President of Sales Stacey Frank teams up with Chief Marketing Officer Brian Lutz to issue a wake-up call to OSJs and large enterprise groups: it’s time to differentiate – or be left behind. Drawing on real-world...
In this week’s episode of Advisor Talk, Executive Vice President Stacey Frank teams up with Chief Information Officer Sue Cheema for a deep dive into what it takes to future-proof your technology stack. Drawing from real-world consulting conversations with RIAs and...
