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

Key Topics Covered:

-How to score and segment your clients using real engagement metrics.

-The difference between gut instinct and data-driven decisions.

-CRM limitations and how to work around them.

-Ways to use data to both increase and protect your revenue.

-Why private equity firms and bankers are demanding better firm data.

Whether you’re looking to serve your clients better, optimize your workflows, or prepare your practice for growth or sale, this episode is packed with insight and actionable ideas. Tune in to learn how tracking the right data today can shape the future success of your business.

Key Topics Covered:

-What buyers can do to become “preferred” with intermediaries and sellers.

-Timeline expectations from LOI to purchase agreement.

-How financing, compliance, and legal factors can stall (or kill) deals.

-Why CRM/data integration is often overlooked - but critical.

-The power of clear workflows, automated systems, and back-end earnout strategies.

-When and why it’s smart to “overpay” for the right practice.

Tune in to learn how to protect your transaction, accelerate integration, and ensure long-term success.

Whether you're a financial advisor considering a future exit or a buyer looking to scale smart, this episode will give you practical insights into how to successfully close - and integrate - a wealth management practice.

Key highlights include:

-Why most advisors pause when asked: “How is your data helping you make better decisions?”

-The difference between basic CRMs and scalable platforms - and how to choose what’s right for you.

-How automations and integrations can cut onboarding times from 15 minutes to 3.

-The importance of a "Jedi Health Check" for your firm’s data and tech stack.

-What to prepare before your first discovery call with a consultant.

Whether you're launching a new firm or refining an existing one, this episode is your roadmap to using data not just for compliance - but for growth.

Ready to assess your data health? Learn more at www.JEDIDatabaseSolutions.com.

Key highlights include:

-Why many advisors wait too long - and how that can cost them.

-Common emotional roadblocks and how to overcome them.

-The difference between financial readiness and business readiness.

-Mistakes sellers make when engaging with buyers.

-Why a clear "why" can determine the success of your exit.

Whether you're actively considering retirement or just thinking ahead, this episode offers straightforward advice from two experts who have helped hundreds of advisors navigate their next chapter.

Reach out to Joe at [email protected].