Show highlights include:

-Why client experience and technology will be the primary differentiators for advisors in 2026.

-What a true CRM “health check” looks like and why clean data is the foundation of everything.

-How workflow automation and AI note-takers are reducing friction and reclaiming advisor time.

-The tradeoffs between all-in-one platforms and best-of-breed technology stacks.

-Why personalization at scale is becoming essential for modern advisory firms.

-How firms should think about cybersecurity, compliance, and regulatory readiness.

-The metrics and insights advisors should be tracking to better understand growth, profitability, and client value.

Brian and Sue make one thing clear: firms that treat technology as a strategic asset - not just a collection of tools - will be best positioned to grow, compete, and serve clients more effectively in 2026 and beyond.

Download our whitepaper here:

https://jedidatabasesolutions.com/resources/

Articles discussed today include:

https://www.deloitte.com/us/en/insights/industry/financial-services/financial-services-industry-outlooks/investment-management-industry-outlook.html

https://finance.yahoo.com/news/customer-satisfaction-individual-annuities-strained-120000029.html

https://www.investmentnews.com/fintech/summit-financial-massmutual-boost-advisor-appeal-with-growth-focused-tech/261873

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/