Shows
The WealthTech PodcastUsing the Force (of your CRM): How Advisors Can Master Their Data | Sue Cheema, Elite Consulting PartnersIn this episode of The WealthTech Podcast, host Mark Wickersham sits down with Sue Cheema, Chief Information Officer at Elite Consulting Partners. Sue is know of a Jedi Master of the CRM. Sue shares her years of experience in working with Advisors to optimize important application. Together they discuss:Common Technology Issues and Mistakes Firms MakeCRM Data ManagementThe 7 Keys Pillars to a CRMHow AI is impacting the advisor tech stackHow Advisors can use technology to better communicate with their clientsCRM Tech TrendsThree Questions That Have Nothing to Do with WealthTech (or CRMs)About Sue Cheema:2025-06-2738 min
Advisor Talk with Frank LaRosaBreaking the Golden Handcuffs: Why Advisors Stay Too Long at the Wrong FirmHighlights include:-The myth of the “golden” handcuffs - and why deferred comp, equity, and retirement packages might not be worth staying for-Real-life examples of advisors losing $40K/month by not making a decision-How Elite’s pro forma modeling helps advisors make sense of the math behind a transition-The psychological power of complacency - and how to recognize if you’re stuck-Why going independent can unlock new levels of energy, growth, and client engagement-The importance of exploring your options - not just financia...2025-05-2224 min
Voice of IslamBreakfast Show Podcast 13-01-2025 - Integrated Approaches the Key to Solving the Natural World's Challenges? | Can Islam and Christianity Co-Exist?Topic I: Integrated Approaches the Key to Solving the Natural World's Challenges?
Topic II: Can Islam and Christianity Co-Exist?
Presenter: Danayal Zia & Zeriab Rehman
Guests:
• Lisa Chilton
• Professor Pete Smith
• Sue Claydon
• Rabeeb Mirza sahib
Researchers: Tashifa Asif, Hibba tul Baseer, Hassam Waleed Khan, Faiza Mansoor, Faryal Munir and Saleha Sadiqqa
Producer(s): Tehmina Cheema and Aqsa Rana
Lead Producer: Faiza Cheema2025-01-131h 30