AI, Automation, and the Next Generation of CRM Solutions

On this episode of Advisor Talk, Elite Consulting Partners Chief Marketing Officer Brian Lutz sits down with Chief Information Officer Sue Cheema for an insightful discussion on how CRM technology is evolving and what it means for financial advisors. From static databases to intelligent, AI-driven systems, Brian and Sue explore how automation and personalization are reshaping client engagement and practice management. They dive into real-world examples of how advisors can leverage intelligent CRMs to improve efficiency, strengthen relationships, and gain actionable insights - all while protecting sensitive client data.