Building Trust That Books Meetings

In this week’s episode of Advisor Talk, Elite Consulting Partners Chief Marketing Officer Brian Lutz is joined by Chief Information Officer Sue Cheema for an energetic and insightful conversation on modern marketing strategies for advisors. Together, Brian and Sue dive into the powerful intersection of list segmentation, dynamic workflows, and automation - and how these tools can transform prospecting pipelines into highly personalized, efficient business development engines. From eliminating duplicate contacts to leveraging automation that adapts in real-time when a prospect books a meeting, Brian and Sue reveal the strategies that help advisors elevate their marketing game.