Highlights include:

-The real difference between recurring and advisory revenue—and why it matters for your valuation.

-Why managing client assets yourself can decrease your business’s value.

-Red flags buyers look for, including data disorganization, aging client bases, and weak G2s.

-The role of infrastructure, compliance, and staff continuity in boosting buyer confidence.

-How to apply the 80/20 rule to client segmentation for greater clarity and value.

-Why five years is the sweet spot for prepping your business for sale—and how to get started.

If you’ve ever thought about retiring, even in passing, this episode is your sign to start preparing now. The earlier you act, the more options and leverage you’ll have when it’s time to make your next big move.

Need help building a transferable practice?

Visit www.eliteconsultingpartners.com today.

Highlights include:

-The real definition of AI - and what it isn’t

-How advisors can use AI now for content creation, meeting summaries, keyword tracking, and CRM automation

-Why prompt engineering is the new must-have skill for marketing and operations

-Use cases for predictive analytics in revenue growth, client retention, and opportunity spotting

-The power (and risk) of AI-generated content - and how to avoid compliance nightmares

-What “co-intelligence” really means in the age of AI-enhanced advisory firms

Whether you’re an early adopter or still skeptical, this episode will change the way you think about AI’s role in your practice - and give you the tools to start using it wisely, safely, and efficiently.

Reach Sue at: [email protected]

And Brian at: [email protected]

Highlights include:

-The myth of the “golden” handcuffs - and why deferred comp, equity, and retirement packages might not be worth staying for

-Real-life examples of advisors losing $40K/month by not making a decision

-How Elite’s pro forma modeling helps advisors make sense of the math behind a transition

-The psychological power of complacency - and how to recognize if you’re stuck

-Why going independent can unlock new levels of energy, growth, and client engagement

-The importance of exploring your options - not just financially, but qualitatively

Bottom line: you don’t know what you don’t know. This episode is your invitation to challenge the narrative and take a serious look at what’s possible - before staying put costs you more than you realize.

To reach out to Sue Cheema, you can find her at [email protected].

And for Brian Lutz, email him at [email protected]

Key takeaways include:

-What “managed CRM services” actually mean for advisors

-How JEDI helps automate repetitive tasks like RMD reminders and client scheduling

-Why data integrity is non-negotiable - and how to test if your data is clean

-The direct impact of CRM optimization on firm valuation and exit strategy

-Real use cases for automation, integration, and proactive problem solving

Whether you're growing your practice or thinking long-term about your legacy, this conversation is packed with tactical insights to help you get more out of your CRM - and your business.

Connect with Us:

Learn more at www.JEDIDatabaseSolutions.com

Contact Sue at [email protected]

Check out some of JEDI's resources here! - https://jedidatabasesolutions.com/resources/

Highlights from the episode include:

-Why having a successor doesn’t mean you’ve solved for succession.

-The real risks of passing your business to an underprepared or undercapitalized G2.

-Why external buyers may offer a better deal - and still keep your G2 in the picture.

-How top acquiring firms use process, mentorship, and scale to support long-term success.

-The critical mindset shift advisors must make to ensure client continuity and practice value.

If you’ve already “picked your person” but haven’t explored every option - or if you’ve avoided the conversation altogether - this episode offers the clarity you didn’t know you needed.

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

Other highlights include:

The case for dynamic segmentation and why it outperforms static lists.

How to unify contact data across multiple channels to avoid over-messaging.

Creating behavioral triggers that pause or adjust email sequences based on client actions.

Personalization tips, like phonetic name spelling, that boost client trust and connection.

Why great marketing is ultimately just great business.

Tune in for a fun, fast-paced discussion that blends marketing savvy with data-driven insights - proving that when the “marketing geeks” and “data nerds” come together, real magic happens.

Other highlights include:

-Why “dialing in your dashboard” can help advisors focus on what matters most.

-How task management, client demographics, and time allocation metrics can drive more informed decision-making.

-Why tracking centers of influence and referral pipelines is critical for long-term growth.

-The difference between having data - and actually using it to improve performance.

-How custom dashboards can help teams of all sizes stay aligned and efficient.

If you’re an advisor or firm leader looking to turn untapped data into real results, this episode is packed with actionable ideas and fresh perspective. Because in today’s competitive landscape, it’s not just about having data - it’s about knowing how to use it.

Visit www.JEDISolutions.com today!

Frank and Sue break down essential automation strategies that every advisor should implement:

-How to streamline client onboarding with automated workflows to save time and reduce human error.

-Using automated tracking and email alerts to ensure clients take required minimum distributions on time.

-Automating tax document distribution to improve efficiency and avoid last-minute client frustrations.

-Why clean, structured data not only improves operations but also increases business valuations in M&A deals.

-How automating processes allows your business to not be dependent on one person knowing how to do everything.

-Learn how to leverage dashboards and analytics to make informed business decisions that drive profitability.

If you’re an advisor looking to optimize your back-office operations, this is an episode you don’t want to miss! Ready to take your practice to the next level? Contact Sue at [email protected] or reach out to Frank at [email protected].

Like, subscribe, and leave us a review!

Other highlights include:

-Why financial advisors need to become lifelong students of the industry.

-How deeper data strategies are revolutionizing business growth - and why most firms are still missing the mark.

-The exciting plans to open next year's IGNITE Conference to financial advisors for the first time.

-Why marketing, branding, and personal development are becoming essential skills for advisors.

-A candid look at how true partnerships - not just transactions - are reshaping the wealth management space.

If you're an advisor looking to grow, lead, and think differently about your career and your business, this episode is a must-listen. Because in today’s fast-moving environment, what you don’t know can hurt you - but it can also be your greatest opportunity for growth.

Key takeaways from today’s episode include:

-How to identify the right metrics that drive better lead generation and client conversions.

-The value of internal and external Net Promoter Scores for client retention and operational insight.

-Why small firms need to think like big ones - and build systems that scale.

-How to future-proof your business with the right tech stack, workflows, and integrations.

-What Amazon, Tom Brady, and Ferrari racing all have in common with elite advisory practices.

From client segmentation to CRM integrations, this episode offers actionable insights for advisors looking to run smarter, more scalable businesses. Tune in to learn how data can be your competitive edge - and how to get started, no matter the size of your firm.