Can You Trust AI With Your Succession Plan?

In this week’s episode of Advisor Talk, Elite Consulting Partners Chief Marketing Officer Brian Lutz sits down with Joseph Greco, Managing Director of Elite Advisor Successions, for a one-of-a-kind conversation blending AI insights with real-world M&A experience. Using ChatGPT as their launchpad, Brian and Joe examine whether AI-generated advice for advisors looking to sell their business stacks up to real market expectations. Along the way, they cover practical guidance on branding, buyer fit, and succession communication strategies that can make or break a transition.