Shows
Voice of IslamBreakfast Show Podcast 15-09-2025 Moral Education in Schools: Teaching Empathy and RespectThe Secret to Staying Sharp in Old Age: Lessons from the World’s Oldest Doctor
Lead Producer: Faiza Cheema
Researchers: Saira Ahmed, Saiqah Tariq, Natasha Lone, Ruxana Nasser, Meher un nissa
Lead Presenter: Danayal Zia
Co-Presenters: Bilal Mehmood
Guests:
Dr Sue Roffey
Sabiha Iqbal
LESLIE KENNY
Prof. Claire Steves
Abdul Rashid
Halima Rashid
Producer(s): Sofia Ateeq and Shanzy Mubarik
2025-09-151h 55
The Cyber Business PodcastFrom Solo Advisors to Enterprises: How Jedi Builds Systems for Success with Sue CheemaHere's a Glimpse of What You'll Learn How Jedi helps financial advisors and RIAs clean, manage, and secure their databases Why optimizing tech stacks and eliminating redundancy is critical for business growth The role of automation and AI in scaling operations and improving workflows Key differences between working with small firms and large enterprises Insights on AI's future in CRM systems, including agent-to-agent communication Best practices for CRM security, from data masking to field-level permissions How AI can be leveraged safely in content creation, marketing...
2025-08-1347 min
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) 🎥 Watch on YouTube: https://youtu.be/th...
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