Advisor Talk with Frank LaRosa offers unfiltered guidance and advice for financial advisors, wealth management professionals, and entrepreneurs alike who are interested in maximizing both their business and personal potential. Informed by Frank's unique insights and his personal conversations with industry leaders, the dynamic discussion topics of Advisor Talk include business ownership, leadership, practice management, transition and recruiting, marketing and branding, as well as a host of financial services related topics related to wirehouse, regional, and RIA advisors, firms, and teams. Frank’s goal, and the goal of his team at Elite Consulting Partners, is now as ever to be the go-to resource for actionable information and trusted guidance to elevate you and your career at whatever stage you may be.
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Advisor Talk with Frank LaRosa offers unfiltered guidance and advice for financial advisors, wealth management professionals, and entrepreneurs alike who are interested in maximizing both their business and personal potential. Informed by Frank's unique insights and his personal conversations with industry leaders, the dynamic discussion topics of Advisor Talk include business ownership, leadership, practice management, transition and recruiting, marketing and branding, as well as a host of financial services related topics related to wirehouse, regional, and RIA advisors, firms, and teams. Frank’s goal, and the goal of his team at Elite Consulting Partners, is now as ever to be the go-to resource for actionable information and trusted guidance to elevate you and your career at whatever stage you may be.
Comparing Major CRMs: Inside JEDI’s New Platform Comparison Whitepaper
Advisor Talk with Frank LaRosa
22 minutes 5 seconds
3 weeks ago
Comparing Major CRMs: Inside JEDI’s New Platform Comparison Whitepaper
In this episode of Advisor Talk, Brian Lutz and Sue Cheema dive into one of the most important - and most misunderstood - decisions advisory firms face today: choosing the right CRM and understanding how data, integration, and automation directly impact growth, efficiency, and long-term firm value.
The conversation centers around JEDI Database Solutions’ newly released CRM Platform Comparison whitepaper, which breaks down the strengths, limitations, and ideal use cases for three of the most widely used CRM platforms in the advisor space: Redtail, Wealthbox, and Salesforce. Rather than treating CRM as “just software,” Brian and Sue explain why CRM should be viewed as strategic infrastructure - and why the wrong choice can quietly cap a firm’s growth.
Advisor Talk with Frank LaRosa
Advisor Talk with Frank LaRosa offers unfiltered guidance and advice for financial advisors, wealth management professionals, and entrepreneurs alike who are interested in maximizing both their business and personal potential. Informed by Frank's unique insights and his personal conversations with industry leaders, the dynamic discussion topics of Advisor Talk include business ownership, leadership, practice management, transition and recruiting, marketing and branding, as well as a host of financial services related topics related to wirehouse, regional, and RIA advisors, firms, and teams. Frank’s goal, and the goal of his team at Elite Consulting Partners, is now as ever to be the go-to resource for actionable information and trusted guidance to elevate you and your career at whatever stage you may be.
