Building Trust That Books Meetings
In this week’s episode of Advisor Talk, Elite Consulting Partners Chief Marketing Officer Brian Lutz is joined by Chief Information Officer Sue Cheema for an energetic and insightful conversation on modern marketing strategies for advisors. Together, Brian and Sue dive into the powerful intersection of list segmentation, dynamic workflows, and automation - and how these tools can transform prospecting pipelines into highly personalized, efficient business development engines. From eliminating duplicate contacts to leveraging automation that adapts in real-time when a prospect books a meeting, Brian and Sue reveal the strategies that help advisors elevate their marketing game.
Advisor Talk with Frank LaRosa · Brian Lutz, Sue Cheema
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Show Notes
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.