Best Elite Consulting Partners Podcasts (2025)

1
Is Your Tech Stack Costing You Clients? 21:32

3d ago21:32

21:32

Brian and Sue dig deep into: -Why “siloed platforms create siloed advice” - and how to break out of that trap. -What integrated ecosystems can do to enhance client experience, advisor efficiency, and scalability. -The hidden costs of redundancy and how to identify them in your current tech stack. -How AI and automation are transforming client servi…

1
200 Days In: Trump’s Winning Streak and Democrat Double Standards 35:54

4d ago35:54

35:54

Chris and Sean celebrate President Trump’s first 200 days in office, arguing he’s accomplished more in that short time than many presidents do in an entire term. From keeping campaign promises to pushing bold reforms, they break down the major wins that define the early Trump era. They also tackle the battle over redistricting, exposing the blatant…

1
It’s Not Just the Payout - It’s the Profitability 33:37

5d ago33:37

33:37

Show Highlights: -The emotional allure of upfront transition compensation - and why it’s misleading -How to evaluate a deal over 10-15 years, not just day one. -Common pitfalls advisors overlook when calculating effective payouts. -How Elite’s pro forma models bring hidden deal structures to light. -Why choosing the right firm can double or triple …

1
Can You Trust AI With Your Succession Plan? 28:29

10d ago28:29

28:29

Key Highlights Include: -Why branding is more than a logo - it’s a buyer’s first impression. -What top-tier buyers look for beyond just AUM and revenue. -The biggest mistake sellers make when announcing a transition. -How to ensure smooth client retention post-sale. -Why advisors should start planning five years out (at least!). -When and how to co…

1
Another Trip Around the Sun: Tariffs, Epstein, and Media Misdirection 50:09

11d ago50:09

50:09

Chris and Sean return from birthday celebrations to unpack a packed agenda—starting with Trump’s misunderstood tariff agenda. Despite the media’s obsession with “protectionism,” the goal is opening up closed markets like Japan and the EU to American products. Why can’t you buy a Ford in Tokyo or American-grown rice in Japan? The answer isn’t econom…

1
Greatest Hits - The Truth Behind Transition Deals 22:06

12d ago22:06

22:06

Topics covered include: -Why comparing payout percentages rarely tells the full story. -How custom pro formas cut through the noise and reveal the real net numbers. -The top mistakes advisors make when analyzing firm economics. -How a $100K difference can shrink fast when you factor in headcount, taxes, and firm fees. -What actually moves the needl…

1
How Your CRM Can Build Client Loyalty 14:11

17d ago14:11

14:11

Key takeaways include: -Why CRM data should go beyond KYC and track personal life events. -How small CRM details can make or break client trust. -The four-part CRM strategy Sue uses with advisor clients. -Real examples of how automation drives loyalty and referrals. -What to expect in a CRM consulting engagement with Elite and JEDI. Whether you're …

1
Calling All OSJ's 23:18

19d ago23:18

23:18

Key highlights include: -Why every OSJ is claiming “growth support” - and how to prove yours is different. -The importance of building a defined support team, not just a friendly face. -The role of succession planning, niche services, and event programming in advisor attraction. -How to shift your firm from “we say we do this” to “here’s exactly ho…

1
Future-Proofing Your Tech Stack: What Advisors Need Now 22:59

24d ago22:59

22:59

Key Highlights: -Signs your current tech stack might be holding you back. -Why decentralized, stagnant systems are a red flag. -The importance of automation, integration, and mobile access. -What top-performing firms are using today (hint: Salesforce, AI, and more). -How to evaluate new tools without getting overwhelmed by vendor hype. -The hidden …

1
Behind Closed Doors: Epstein, Justice, and the Great Big Beautiful Bill 42:24

25d ago42:24

42:24

Adelita Grijalva’s primary win in Pima County was a foregone conclusion—securing the leftward lurch of the Democratic Party in Southern Arizona. Chris and Sean waste no time calling it what it is: business as usual for a machine more focused on ideology than solutions. They then turn to the DOJ’s continued stonewalling on the Epstein files, with sh…

1
Greatest Hits - Ameriprise at IGNITE: A Live Conversation on Empowering Advisors and Driving Change 41:02

26d ago41:02

41:02

From creating meaningful advisor experiences to staying agile in a fast-moving industry, Brian shares his perspective from the top - and what it takes to lead with purpose. Tune in for behind-the-scenes insights from the IGNITE conference floor.By Frank LaRosa, Brian Mora

1
No One Above the Law: Epstein, Trump, and the Reckoning 58:08

27d ago58:08

58:08

Chris and Sean dive into the long-awaited Epstein files and the political firestorm surrounding them. With Trump now frustrating parts of his MAGA base—as predicted—the guys unpack his controversial stance that there’s “no there there.” They make clear: Epstein was a monster, and anyone involved in his criminal enterprise must face justice, no matt…

1
Why Advisors Struggle with CRM Adoption - and How to Fix it 29:53

1M ago29:53

29:53

Highlights include: -Why the “decision-makers” are often not the “doers” - and how that derails success. -The importance of internal champions (and the risks of choosing the wrong one). -How to turn resistance into results with empathy, inclusion, and smart incentives. -JEDI's approach to change management and tech implementation that actually work…

1
From Humble Hustle to Shark Tank: Ashley Sankar’s 1920 Revolution 8:52

1M ago8:52

8:52

In this spirited and inspiring episode, Chris sits down with Ashley Sankar, the dynamic founder of 1920 Clothing Company, for a high-energy back-and-forth that dives deep into her extraordinary journey—from humble beginnings to a nationally recognized pitch on Shark Tank. Ashley shares how her relentless work ethic, passion for culture, and dedicat…

1
Is PE Worth It? Don't Get Enamored By The Check 48:20

1M ago48:20

48:20

Key highlights include: -The difference between top-line and bottom-line deal structures, and what that means for your autonomy. -Why nimble capital from family offices might outperform “big name” PE firms. -What to ask before giving up equity, including the real cost of future clawbacks. -How the wrong deal can make you feel like a W-2 employee al…

1
Drew Bond – Energizing the Conservative Climate Conversation (Live from CPI) 28:00

1M ago28:00

28:00

A longtime leader in the conservative movement, Drew Bond returns for his third appearance on the podcast—this time joining Chris and Sean in a special on-location episode recorded at the Conservative Partnership Institute in Washington, D.C. With over 30 years of experience, including serving as an executive to Ed Feulner at The Heritage Foundatio…

1
Data-Driven Decision Making: Enhancing Client Relationships 44:50

1M ago44:50

44:50

Key Topics Covered: -How to score and segment your clients using real engagement metrics. -The difference between gut instinct and data-driven decisions. -CRM limitations and how to work around them. -Ways to use data to both increase and protect your revenue. -Why private equity firms and bankers are demanding better firm data. Whether you’re look…

1
From Deal to Done: The Smooth Succession Timeline 29:20

1M ago29:20

29:20

Key Topics Covered: -What buyers can do to become “preferred” with intermediaries and sellers. -Timeline expectations from LOI to purchase agreement. -How financing, compliance, and legal factors can stall (or kill) deals. -Why CRM/data integration is often overlooked - but critical. -The power of clear workflows, automated systems, and back-end ea…

1
Morton Blackwell: Founding a Movement, Shaping a Generation 22:31

1M ago22:31

22:31

In this special episode of Light Beer Dark Money, recorded on location at the Conservative Partnership Institute in Washington, D.C., we sit down with one of the most enduring and influential figures in American conservative politics—Morton Blackwell. As the founder of the Leadership Institute in 1979, Morton helped create the infrastructure that h…

1
Making Your Data Work for You 21:10

1M ago21:10

21:10

Key highlights include: -Why most advisors pause when asked: “How is your data helping you make better decisions?” -The difference between basic CRMs and scalable platforms - and how to choose what’s right for you. -How automations and integrations can cut onboarding times from 15 minutes to 3. -The importance of a "Jedi Health Check" for your firm…

1
Arizona Gets It Right: A Bipartisan Blueprint with Danny Seiden 43:51

2M ago43:51

43:51

While Sean is in a land down under, Chris sits down with Danny Seiden, President and CEO of the Arizona Chamber of Commerce, for a wide-ranging conversation on the issues defining Arizona’s future. They cover: – The race to finalize Arizona’s state budget – Cross-border agriculture and why tomato tariffs matter – The economic stakes of Trump’s “Big…

1
The Exit Mindset: When, Why, and How to Plan Your Succession 23:19

2M ago23:19

23:19

Key highlights include: -Why many advisors wait too long - and how that can cost them. -Common emotional roadblocks and how to overcome them. -The difference between financial readiness and business readiness. -Mistakes sellers make when engaging with buyers. -Why a clear "why" can determine the success of your exit. Whether you're actively conside…

1
Shockwave: Trump’s Strike, Iran’s Ceasefire, and a MAGA Reckoning 58:34

2M ago58:34

58:34

In a bold and decisive move, President Trump obliterated Iran’s nuclear weapons capability—and within 36 hours, Israel and Iran agreed to a ceasefire. While critics on the MAGA right warned of catastrophic blowback, none materialized. Chris and Sean break down the operation, play key clips, and explain why this was not only overdue—it was the right…

1
Is Your CRM a Cybersecurity Risk? 17:24

2M ago17:24

17:24

Key Highlights: -Why financial CRMs are prime targets for cyberattacks. -The most overlooked vulnerabilities in platforms like Salesforce and Wealthbox. -Field-level vs. org-level security and why both matter. -The role of multi-factor authentication in a cloud-first world. -How AI is evolving both cyber threats and defense strategies. -Simple step…

1
Strikes and Splits on Iran, plus the Supremes weigh in 42:43

2M ago42:43

42:43

As tensions escalate between Israel and Iran, President Trump faces mounting pressure over a potential U.S. strike to neutralize Iran’s nuclear threat. Chris and Sean unpack the MAGA divide over the conflict, revealing how deep the fractures run—even among supposed allies—and revisit Trump’s unwavering stance that Iran must never go nuclear. They a…

1
Inside the Transition: What Really Happens When Advisors Moves 54:25

2M ago54:25

54:25

Key Highlights: -How long it really takes to prepare and execute a successful move. -What you can - and can't - say to clients during a transition. -The emotional cost of waiting too long to leave. -Why your assistant should be part of the due diligence process. -Using the transition conversation to grow your book of business. -Legal tips for navig…

1
From Grijalva to GOP: Rodney Glassman Unfiltered 31:46

2M ago31:46

31:46

Rodney Glassman joins Chris and Sean for a wide-ranging and unfiltered conversation about his dramatic political evolution—from working for Democrat Congressman Raúl Grijalva after arriving in Tucson, to becoming a Republican with the nomination and election of Donald Trump. Now a candidate for Arizona Attorney General, Rodney takes direct aim at c…

1
Health, Hope & Honor: John Desser on HSAs, the HOPE Act, and Confronting Antisemitism 30:16

2M ago30:16

30:16

Recorded on location at the Conservative Partnership Institute in Washington, D.C., this episode of Light Beer | Dark Money features our good friend and health-care policy pioneer John Desser, Senior Vice President of Government Affairs at HealthEquity. As one of the original visionaries behind Health Savings Accounts (HSAs), John reflects on 20 ye…

1
Phil Kerpen’s Commitment to America 36:11

2M ago36:11

36:11

Phil Kerpen, president of American Commitment and one of Washington’s top policy minds, joins Chris and Sean to break down why Republicans must unify behind Trump’s “Big Beautiful Bill.” Kerpen lays out the stakes: extending the 2017 tax cuts, reforming Medicaid, and unlocking the kind of economic growth that benefits every American. This is more t…

1
From Chaos to Clarity: Streamlining Operations with Data 24:58

2M ago24:58

24:58

Key Highlights: -The true cost of operational disorganization - and how to measure it. -Why “progress, not perfection” is the key to implementation. -How to identify bottlenecks using data and process tracking. -The concept of Kaizen and continuous improvement in firm operations. -Simple steps to begin streamlining your business today. If you’re an…

1
Crash, Chaos, and Fatherhood: Air Disasters, LA Riots, and Why Dads Matter 21:08

2M ago21:08

21:08

Chris and Sean open the episode with a somber reflection on the Air India crash, offering prayers for the victims and diving into a broader conversation about airline safety — including Boeing’s ongoing 787 Dreamliner troubles and Sean’s personal “Kyl Rule”: two engines, two pilots, no exceptions. Then, they turn to the erupting riots in Los Angele…

1
Finding Your Freedom and Doubling Your Revenue 31:31

2M ago31:31

31:31

Highlights include: -Why the advisor walked away from a traditional bank model -How he overcame fear and successfully transitioned legacy clients -The surprising benefits of affiliating with an RIA-only firm -Reinvesting in growth: marketing, branding, and staffing -Building deeper client relationships through business ownership -What “freedom” rea…

1
Los Angeles on the Edge: ICE, Riots, and Political Delusion 42:03

2M ago42:03

42:03

As chaos erupts in Los Angeles over ICE’s attempts to detain violent offenders, Chris and Sean draw stark comparisons to the 1992 LA riots following the Rodney King verdict. Are we watching history repeat itself — or is this something new? The guys react to the latest news clips with scorching hot takes, calling out Democrats for once again staking…

1
Andy Biggs: Arizona’s Next Governor? 27:56

2M ago27:56

27:56

Congressman Andy Biggs joins Chris and Sean from Washington, D.C. to talk about his run for Arizona Governor — and lays out his Day One vision for the state. With a deep resume as former State Senate President, current U.S. Congressman, and trusted Trump ally, Sean argues Biggs would be the most prepared governor to ever take Arizona’s 9th floor. T…

1
Marketing Funnels for Advisors: From Stranger to Client 19:48

2M ago19:48

19:48

Listen in as they cover: -What “top, middle, and bottom” of funnel marketing really means. -How to cast a wide net without diluting your message. -Why nurturing leads is a skill advisors can’t afford to ignore. -The difference between posting content and intentional outreach. -How trust and patience are the real accelerators of growth. If you’ve ev…

1
The Trump–Musk Breakup? Power, Policy, and Summer Plans 22:58

2M ago22:58

22:58

Don’t say we didn’t warn you. The Trump–Musk bromance is officially on the rocks. In this solo episode, Sean dives into Elon Musk’s public opposition to the “Big Beautiful Bill” and Trump’s pointed remarks suggesting their relationship is history. Sean unpacks whether Musk has the influence to tank the bill, how the GOP's internal battle lines diff…

1
Inside the Swamp with Ruthless Duncan 33:50

2M ago33:50

33:50

Michael Duncan — co-host of the wildly popular Ruthless Variety Progrum — joins Chris and Sean for a no-holds-barred conversation on politics, podcasting, and the media spin machine. They take on the Democrats' flailing strategy, the inside-baseball dysfunction of D.C., and the laughable lionizing of Jake Tapper and Alex Thompson for finally statin…

1
The Real Cost of Doing Nothing: How Inaction Hurts Advisor Growth 31:02

2M ago31:02

31:02

Key Highlights: -Why “not deciding” is still a decision - and often an expensive one. -How long-term inaction can lead to seven-figure opportunity losses. -Real-life stories of advisors who waited too long to make a move. -The importance of intentionality when exploring independence. -Why your clients care more about you than your current firm. -Th…

1
Selling Truth with Corey Frank: Strategies, Stumbles, and the Soul of the Sale 52:58

2M ago52:58

52:58

In this high-energy episode, Chris sits down with sales sage, Corey Frank, of Branch 49 at Grand Canyon University’s Canyon Ventures. Together, they unpack the real art of selling—what it takes to close a deal, be a true resource to your customer, and build trust in a noisy market. From the fundamentals of great sales strategy to the epic stumbles …

1
Stop Losing Leads: How a CRM Captures Every Opportunity 29:31

2M ago29:31

29:31

Key highlights include: -Why your CRM is only as powerful as your process - and how to fix it -What “lead scoring” really means and how it helps you prioritize outreach -How client journeys within a CRM support long-term relationship building -Real-life examples of turning cold leads into warm opportunities -What happens when you don’t follow up - …

1
How to Build a Practice That Attracts a Premium Buyer 37:26

2M ago37:26

37:26

Highlights include: -The real difference between recurring and advisory revenue—and why it matters for your valuation. -Why managing client assets yourself can decrease your business’s value. -Red flags buyers look for, including data disorganization, aging client bases, and weak G2s. -The role of infrastructure, compliance, and staff continuity in…

1
Holy Hot Takes! - Schweikert’s Stumble, Dhillon’s Defense, Marco 24:36

3M ago24:36

24:36

On this explosive episode of Light Beer | Dark Money - Chris is solo and goes deep into the headlines with several #HotTakes the mainstream won’t touch. Congressman David Schweikert missed the vote on the Big Beautiful Bill, and Chris suggests it may be time for a Chief of Staff shake-up to get him back on task. In a bold legal strike, Harmeet Dhil…

1
Integrating AI Into Advisory Practices 33:15

3M ago33:15

33:15

Highlights include: -The real definition of AI - and what it isn’t -How advisors can use AI now for content creation, meeting summaries, keyword tracking, and CRM automation -Why prompt engineering is the new must-have skill for marketing and operations -Use cases for predictive analytics in revenue growth, client retention, and opportunity spottin…

1
Caps, Gowns & Culture Wars: A Graduation Salute 13:21

3M ago13:21

13:21

In this special graduation-themed episode, Chris and Sean celebrate the season of academic milestones—From Sean’s daughter finishing Kindergarten and his son graduating from Barry Goldwater Highschool - to Chris’ son graduating from All Saints 8th grade, these are some proud papas They also shine a light on a proud family achievement: Chris’ mom, G…

1
Breaking the Golden Handcuffs: Why Advisors Stay Too Long at the Wrong Firm 24:08

3M ago24:08

24:08

Highlights 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 -…

1
Biden’s Original Sin: The Cover-Up, the Cancer, and the Crisis 39:21

3M ago39:21

39:21

Chris and Sean expose the stunning hypocrisy of Biden insiders and the media elite who now claim ignorance about the President’s mental decline — despite years of evidence they helped bury. They dig into Original Sin, the explosive new book by CNN’s Jake Tapper and Axios’ Alex Thompson, and call out Tapper for profiting off the very cover-up he onc…

1
What is JEDI: And Why it Matters for Financial Advisors 19:20

3M ago19:20

19:20

Key takeaways include: -What “managed CRM services” actually mean for advisors -How JEDI helps automate repetitive tasks like RMD reminders and client scheduling -Why data integrity is non-negotiable - and how to test if your data is clean -The direct impact of CRM optimization on firm valuation and exit strategy -Real use cases for automation, int…

1
Schweikert Breaks Down the Tax Fight — and Trump’s Qatar Controversy 57:13

3M ago57:13

57:13

Congressman David Schweikert checks in from Capitol Hill after a marathon markup session on the GOP’s “One Big Beautiful Bill.” He gives a clear-eyed breakdown of what’s at stake if Congress fails to extend key provisions of the 2017 Tax Reform Act — and how Republicans are working to protect working-class Americans from looming tax hikes. He also …

1
Succession Isn't Sentimental: It's Strategic 21:16

3M ago21:16

21:16

Highlights from the episode include: -Why having a successor doesn’t mean you’ve solved for succession. -The real risks of passing your business to an underprepared or undercapitalized G2. -Why external buyers may offer a better deal - and still keep your G2 in the picture. -How top acquiring firms use process, mentorship, and scale to support long…

1
The American Pope, Trump’s Wins, Biden Bumbles & The Alarm Still Rings 40:42

3M ago40:42

40:42

In this episode of Light Beer | Dark Money, Chris and Sean kick things off with a spirited exchange about the newly elected Pope Leo XIV —exploring how his distinctly American sense of faith and leadership presents a defining opportunity for the global Church. Rejecting rigid labels of liberal or conservative, they dive into his unapologetically Ca…

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