Other key takeaways include:

-Why branding and marketing are different, and why you need both.

-How high net worth clients are influenced by your website, social media, and content strategy.

-The role of lifestyle alignment - sports, philanthropy, and passions - in building stronger connections.

-Why consistent, professional content and video are critical for credibility and growth.

-How positioning yourself as the “hub” of client relationships creates lasting value.

Whether you’re an advisor at a multi-billion-dollar RIA or building your independent practice, this episode delivers actionable insights to help you stand out and win with high net worth clients.

If you're ready to grow your practice with intention, leadership, and a community that understands the journey - register today at joinFASS.com.

Show Highlights:

-The shift from static databases to intelligent, proactive CRMs.

-How AI and automation streamline advisor workflows and client communications.

-Real stories on personalization, from birthday emails to portfolio updates.

-Why understanding acquisition costs is critical for advisors.

-Best practices for securing client data and minimizing risk.

-How intelligent CRMs can differentiate advisors in a competitive marketplace.

Tune in as Brian and Sue provide a forward-looking perspective on the role technology will play in the advisor-client relationship and how firms can prepare for the next generation of CRM solutions.

Show Highlights Include:  

-The defining lines between practitioner, business owner, and enterprise - risk, control, and who pays the rent.  

-Why choosing a new firm should solve for tomorrow, not just today’s pain point.  

-Scale comes from systems, automation, and delegation (think “Who Not How”) - not from doing more yourself.  

-Act “as if” now: build processes at $800k that can carry you to multiples of that revenue.  

-Inorganic growth tips: start smaller on your first deal and look for conversion opportunities in transaction-heavy books.  

-Matching your vision to the right platform (including enterprise/OSJ models) and the size of the “pond” you’re fishing in.  

Advisors often chase short-term fixes and then outgrow their platform. Frank and Stacey show how clarifying your end state first informs smarter decisions on staffing, tech, firm selection, and acquisitions - so you don’t have to move twice.

Show Highlights:

-The difference between working hard and working smart in today’s advisory space.

-Why intentional scheduling is critical to sustainable growth.

-The top priorities high-performing advisors focus on daily.

-How effective delegation drives business scalability.

-Practical ways to protect your calendar and say no to the wrong opportunities.

-Lessons advisors can apply whether they’re independent or W-2.

Whether you’re an established producer or building your practice, you’ll come away with actionable insights to spend your time where it matters most.

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.