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/
