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The #1 Tech Mistake RIAs Make (And How to Fix It)

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Manage episode 507855553 series 2815497
Content provided by Elite Consulting Partners. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Elite Consulting Partners or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Key Highlights from the Episode:

2:55 – Why advisors avoid executing on tech integrations and what stops them from leveraging the tools available

4:45 – How JEDI offers a cost-effective alternative to hiring full-time tech staff for CRM and custodial support

6:10 – Data hygiene explained: why it matters for compliance, efficiency, and business valuation

7:45 – Succession planning and clean data: how preparation today drives higher multiples tomorrow

10:50 – Custodian and CRM integrations (Salesforce, Redtail, Wealthbox) that streamline advisor workflows

13:00 – Why scalable, repeatable processes matter for growth and long-term success

14:20 – The rise of AI tools in wealth management and how advisors can take advantage

16:05 – JEDI’s new partnerships: approved with Schwab, plus collaborations with Salesforce, Wealthbox, and Redtail

18:10 – Freeing up staff through workflows and automation so advisors can focus on growth and client relationships

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/

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

  continue reading

293 episodes

Artwork
iconShare
 
Manage episode 507855553 series 2815497
Content provided by Elite Consulting Partners. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Elite Consulting Partners or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Key Highlights from the Episode:

2:55 – Why advisors avoid executing on tech integrations and what stops them from leveraging the tools available

4:45 – How JEDI offers a cost-effective alternative to hiring full-time tech staff for CRM and custodial support

6:10 – Data hygiene explained: why it matters for compliance, efficiency, and business valuation

7:45 – Succession planning and clean data: how preparation today drives higher multiples tomorrow

10:50 – Custodian and CRM integrations (Salesforce, Redtail, Wealthbox) that streamline advisor workflows

13:00 – Why scalable, repeatable processes matter for growth and long-term success

14:20 – The rise of AI tools in wealth management and how advisors can take advantage

16:05 – JEDI’s new partnerships: approved with Schwab, plus collaborations with Salesforce, Wealthbox, and Redtail

18:10 – Freeing up staff through workflows and automation so advisors can focus on growth and client relationships

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/

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

  continue reading

293 episodes

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