Show highlights include:

00:00 – Intro

01:10 – Insights vs. Actionable Insights

05:28 – Understanding Social CRM & Platform Integration

09:31 – Building a Unified, Holistic Client View

12:54 – Social Listening, Keyword Tracking & Prospecting

15:08 – Hyper-Personalized Outreach That Converts

18:31 – Automation, Intake Forms & Scaling Engagement

20:37 – CRM as the Engine of Your Business

Brian and Sue make one thing clear: the firms winning today are the ones treating CRM as the engine of the business - the place where data, insights, and action come together.

Learn more about our companies and resources:

-Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.com

-Elite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.com

-Elite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.com

-JEDI Database Solutions | Technology Solutions for Advisors: https://jedidatabasesolutions.com

Listen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/

Frank and Brian also dig into:

• The pivotal 2005 spin-off from American Express - and what it unlocked for advisors.

• Why it’s “all about how much you make, not the payout.”

• How Ameriprise’s E-Meeting, Insights, and AI-driven Copilot tools are redefining advisor efficiency.

• The power of home-office visits and what advisors should look for in firm culture.

• Why advisors who said “never” to Ameriprise often end up saying “yes.”

If you’ve ever wondered why so many top producers are giving Ameriprise another look, this episode delivers straight answers, real examples, and lessons every advisor can use when evaluating their next move.

Resources:

Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.com

Elite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.com

Elite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.com

JEDI Database Solutions | Data Intelligence for Advisors: https://jedidatabasesolutions.com

Connect with Brian Mora on LinkedIn or via phone: (609)-335-8844

https://www.linkedin.com/in/brian-j-mora-cfp%C2%AE-crpc%C2%AE-awma%C2%AE-4076b610/

Listen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/

Follow us on LinkedIn: https://linkedin.com/company/eliteconsultingpartners

Listen now to learn:

00:00 – Intro:

02:35 – What Is Generative AI (Really)?

06:04 – Compliance Concerns & Data Privacy:

14:20 – Can You Trust AI to Run Your Practice?

18:09 – Data Is the New Asset Class:

22:19 – Trust, Credibility & the Human Factor:

27:11 – The Future of Work in Financial Services:

31:05 – Final Thoughts: Trust But Verify:

Learn more about our companies and resources:

-Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.com

-Elite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.com

-Elite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.com

-JEDI Database Solutions | Technology Solutions for Advisors: https://jedidatabasesolutions.com

Listen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/

Chapters:

00:00 – Intro

01:03 – Lessons from 250 Episodes

22:54 – The Mythbuster Mentality

23:26 – Authenticity, Evolution, and Advisor Education

31:29 – Keep It Fresh

Learn more about our companies and resources:

-Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.com

-Elite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.com

-Elite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.com

-JEDI Database Solutions | Technology Solutions for Advisors: https://jedidatabasesolutions.com

Listen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/

In this quick-hit discussion, the two dive into:

-Why most leaders are too busy “working in” their business to actually work on it.

-How great coaches and therapists ask the questions you don’t want - but need—to hear.

-The value of data as exposure - how numbers, like game film, don’t lie.

-Why discomfort isn’t something to avoid… it’s where growth actually happens.

If you’ve ever felt stuck, scattered, or overwhelmed, this behind-the-scenes moment will hit home.

Across the conversation, the panel digs into:

• What IBex (Institute for Business Owner Excellence) and the Masterclass actually teach - and how “learning the language” opens doors with business owners and COIs.

• Why being early matters: profiling, asking better questions, and hosting local business-owner events that generate real pipeline.

• Multiple paths beyond a sale: capital-markets needs, growth capital, roll-ups, second bites, and direct private deals alongside traditional planning.

• Culture and collaboration: demystifying the process, quarterbacking expert teams, and the peer-to-peer sharing that’s accelerating growth across practices.

Key Chapters:

00:00 – Intro

03:10 – Ken Grider introduces the advisor lineup and program structure

05:17 – Lisa Detanna: 5.5 B AUM and 70% business-owner clients

10:14 – Training through IBex (Institute for Business Owner Excellence)

12:31 – How Raymond James bridges investment banking and planning

14:11 – Addressing big-bank perception vs. Raymond James capabilities

14:28 – Ryan Bass: learning the language of business-owner conversations

18:27 – Will Deupree: early-stage conversations that create loyalty

25:13 – Cody Hilbun: building an 18-person IB-focused advisory team

30:11 – Mike Tutcher: growth through Masterclass and golf-course networking

38:17 – Ken Grider: going where competition isn’t

39:29 – Zac Hersman: Americas Group and cross-border opportunities

45:06 – Lisa Detanna: culture, client-centric service, and firm leadership

50:16 – Inside IBex & Masterclass: demystifying the process

01:02:14 – Hosting local business-owner events and strategy summits

01:12:18 – Educating business owners creates lasting relationships

01:16:08 – Final thoughts: culture, vision, and paying it forward

If you work with business owners (or want to), this discussion offers concrete examples, candid lessons learned, and specific approaches you can adapt to your market - without promising outcomes and while keeping client interests front and center.

Resources:

Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.com

Elite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.com

Elite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.com

JEDI Database Solutions | Data Intelligence for Advisors: https://jedidatabasesolutions.com

Listen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/

Follow us on LinkedIn: https://linkedin.com/company/eliteconsultingpartners

Key Chapters

0:00 –From concept to execution of Raymond James’ advisor-banker model

3:45 – The IBex program: turning education into action

8:20 – The Masterclass series and year-long learning model

13:00 – Building confidence and credibility with business owners

18:40 – How advisors are rebranding and hosting Business Owner Summits

24:10 – Case study: transforming revenue through investment banking partnerships

29:30 – Why every advisor should rethink their approach to business-owner clients

35:40 – Final takeaways: growth, fulfillment, and opportunity for advisors

Resources:

Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.com

Elite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.com

Elite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.com

JEDI Database Solutions | Data Intelligence for Advisors: https://jedidatabasesolutions.com

Connect with Ken Grider: Ken.Grider@RaymondJames.com

Listen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/

Follow us on LinkedIn: https://linkedin.com/company/eliteconsultingpartners

Key Chapters

0:00 – Introduction

2:15 – Why financial advisors should focus on business-owner clients

5:10 – The challenges of illiquid wealth and how advisors can solve them

9:00 – How Raymond James connects wealth management and investment banking

12:40 – Building deeper COI relationships with attorneys and accountants

17:25 – Why understanding business valuation matters for every advisor

22:40 – Raymond James’ unique culture and the “village” behind the success

28:10 – How collaboration with investment bankers expands advisor opportunity

33:30 – Why this approach is the future of growth for independent advisors

Resources:

Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.com
Elite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.com
Elite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.com
JEDI Database Solutions | Data Intelligence for Advisors: https://jedidatabasesolutions.com

Connect with Ken Grider: Ken.Grider@RaymondJames.com

Listen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/

Follow us on LinkedIn:

https://linkedin.com/company/eliteconsultingpartners