How Advisors Stay Competitive in 2026

from Advisor Talk with Frank LaRosa · host Sue Cheema, Brian Lutz

Show highlights include:-Why client experience and technology will be the primary differentiators for advisors in 2026.-What a true CRM “health check” looks like and why clean data is the foundation of everything.-How workflow automation and AI note-takers are reducing friction and reclaiming advisor time.-The tradeoffs between all-in-one platforms and best-of-breed technology stacks.-Why personalization at scale is becoming essential for modern advisory firms.-How firms should think about cybersecurity, compliance, and regulatory readiness.-The metrics and insights advisors should be tracking to better understand growth, profitability, and client value.Brian and Sue make one thing clear: firms that treat technology as a strategic asset - not just a collection of tools - will be best positioned to grow, compete, and serve clients more effectively in 2026 and beyond.Download our whitepaper here:https://jedidatabasesolutions.com/resources/Articles discussed today include:https://www.deloitte.com/us/en/insights/industry/financial-services/financial-services-industry-outlooks/investment-management-industry-outlook.htmlhttps://finance.yahoo.com/news/customer-satisfaction-individual-annuities-strained-120000029.htmlhttps://www.investmentnews.com/fintech/summit-financial-massmutual-boost-advisor-appeal-with-growth-focused-tech/261873Learn more about our companies and resources:-Elite Consulting Partners | Financial Advisor Transitions:https://eliteconsultingpartners.com-Elite Marketing Concepts | Marketing Services for Financial Advisors:https://elitemarketingconcepts.com-Elite Advisor Successions | Advisor Mergers and Acquisitions:https://eliteadvisorsuccessions.com-JEDI Database Solutions | Technology Solutions for Advisors:https://jedidatabasesolutions.comListen to more Advisor Talk episodes:https://eliteconsultingpartners.com/podcasts/

What this episode covers

In this Advisor Talk episode, Brian Lutz and Sue Cheema break down what financial advisors should be focusing on now to deliver a stronger, more scalable client experience in 2026 - and why technology, data, and workflow decisions are becoming key differentiators across the industry. Drawing from recent industry research, real advisor conversations, and hands-on experience supporting firms at every stage of growth, Brian and Sue explore how advisory firms are moving beyond experimentation and into full-scale execution with their technology stacks. Brian and Sue also unpack the ongoing debate between all-in-one platforms versus best-of-breed solutions, and how advisors can make smarter technology decisions based on where their firm is today.

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How Advisors Stay Competitive in 2026

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This episode is 45 minutes long.

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This episode was published on December 15, 2025.

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