Brian and Sue dig deep into:

-Why “siloed platforms create siloed advice” - and how to break out of that trap.

-What integrated ecosystems can do to enhance client experience, advisor efficiency, and scalability.

-The hidden costs of redundancy and how to identify them in your current tech stack.

-How AI and automation are transforming client service and retention.

-Real examples from the field where integration uncovered missed opportunities.

-Why advisors must rethink how they allocate time across clients - and how data helps.

If you’ve ever wondered whether your current systems are helping or holding your business back, this episode will change how you think about operations, efficiency, and client service.

Find the inspiration of today's episode here: https://www.barrons.com/advisor/articles/next-generation-financial-advisor-advice-83653476

Show Highlights:

-The emotional allure of upfront transition compensation - and why it’s misleading

-How to evaluate a deal over 10-15 years, not just day one.

-Common pitfalls advisors overlook when calculating effective payouts.

-How Elite’s pro forma models bring hidden deal structures to light.

-Why choosing the right firm can double or triple your business potential.

-The value of making the right move - not just the next one.

Whether you’re exploring a transition or already in conversations with a firm, this episode delivers the insights you need to make a fully informed decision - one that supports your business long-term.

Key Highlights Include:

-Why branding is more than a logo - it’s a buyer’s first impression.

-What top-tier buyers look for beyond just AUM and revenue.

-The biggest mistake sellers make when announcing a transition.

-How to ensure smooth client retention post-sale.

-Why advisors should start planning five years out (at least!).

-When and how to communicate a deal to clients.

-How to segment your book to protect long-term value.

As Joe reminds us, “It only takes the littlest quirk for some clients to get the wrong idea” - which is why a human-first, client-aware approach will always outperform a robotic checklist.

Learn more about Elite Advisor Successions and reach out to Joe to gain access to our advisor checklist at www.eliteadvisorsuccessions.com.

Topics covered include:

-Why comparing payout percentages rarely tells the full story.

-How custom pro formas cut through the noise and reveal the real net numbers.

-The top mistakes advisors make when analyzing firm economics.

-How a $100K difference can shrink fast when you factor in headcount, taxes, and firm fees.

-What actually moves the needle in long-term success (hint: it’s not the ticket charges).

If you’re evaluating a potential move or feeling stuck in analysis paralysis, this episode is your wake-up call to stop splitting hairs and start focusing on what really matters.

Listen now and be sure to subscribe on your favorite podcast platform. Want to connect with Frank and the team? Reach out at:

[email protected]

[email protected]

DM Frank on Instagram: @FrankLaRosa.Elite

Key takeaways include:

-Why CRM data should go beyond KYC and track personal life events.

-How small CRM details can make or break client trust.

-The four-part CRM strategy Sue uses with advisor clients.

-Real examples of how automation drives loyalty and referrals.

-What to expect in a CRM consulting engagement with Elite and JEDI.

Whether you're a solo RIA or part of a larger firm, this conversation will help you rethink how your CRM can drive meaningful client connections - and business growth.

Key highlights include:

-Why every OSJ is claiming “growth support” - and how to prove yours is different.

-The importance of building a defined support team, not just a friendly face.

-The role of succession planning, niche services, and event programming in advisor attraction.

-How to shift your firm from “we say we do this” to “here’s exactly how we do it”.

-Why advisors must treat this like the business decision it is - not just follow their friends.

Whether you lead a large enterprise group or are exploring where to affiliate next, this episode delivers timely insights on how to create - and evaluate - a truly supportive advisor ecosystem.

Key Highlights:

-Signs your current tech stack might be holding you back.

-Why decentralized, stagnant systems are a red flag.

-The importance of automation, integration, and mobile access.

-What top-performing firms are using today (hint: Salesforce, AI, and more).

-How to evaluate new tools without getting overwhelmed by vendor hype.

-The hidden risks of relying on key-person knowledge and disconnected data.

-How small tech improvements can deliver massive results over time.

Whether you're building your firm or planning for succession, this episode is packed with tactical insights to help you make smarter, more future-ready technology decisions.

Ready to audit your tech stack or just want a second opinion? Contact Sue at [email protected] or Stacey at [email protected].

From creating meaningful advisor experiences to staying agile in a fast-moving industry, Brian shares his perspective from the top - and what it takes to lead with purpose.

Tune in for behind-the-scenes insights from the IGNITE conference floor.

Highlights include:

-Why the “decision-makers” are often not the “doers” - and how that derails success.

-The importance of internal champions (and the risks of choosing the wrong one).

-How to turn resistance into results with empathy, inclusion, and smart incentives.

-JEDI's approach to change management and tech implementation that actually works.

If your firm is considering a new CRM - or struggling to make the one you have actually deliver ROI - this episode will show you how to bridge the gap between vision and execution.

Ready to bring your data systems into alignment? Visit www.eliteconsultingpartners.com/podcast to listen to more episodes or reach out to the team directly at www.jedidatabasesolutions.com.

Key highlights include:

-The difference between top-line and bottom-line deal structures, and what that means for your autonomy.

-Why nimble capital from family offices might outperform “big name” PE firms.

-What to ask before giving up equity, including the real cost of future clawbacks.

-How the wrong deal can make you feel like a W-2 employee all over again.

-When debt may be a better option than private equity - and what Kevin O’Leary had to say about it.

Whether you're actively exploring a liquidity event or just fielding calls from buyers, this episode will equip you with the questions - and mindset - you need to protect your legacy and make the right long-term move.

Looking for honest advice on your options? Learn more at www.eliteconsultingpartners.com