Making Your Data Work for You
In this week's episode of Advisor Talk, Executive Vice President of Sales Consulting Stacey Frank teams up with Chief Information Officer Sue Cheema for a deep dive into how financial advisors can better leverage their data to drive meaningful business decisions. Drawing from real conversations with advisors and years of hands-on experience, Stacey and Sue break down the top five questions every advisor should ask when evaluating their CRM, tracking client data, and optimizing onboarding processes. From shrinking application times to building integration-ready tech stacks, this episode is packed with practical, day-to-day strategies to help advisors streamline operations and unlock growth.
Advisor Talk with Frank LaRosa · Sue Cheema, Stacey Frank
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Show Notes
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.