Technology That Builds Value
Update: 2025-09-04
Description
In this episode of Advisor Talk, Jim Primiani, Chief Technology Officer at Elite Consulting Partners, and Sue Cheema, Chief Information Officer, take on a vital issue for advisors: how leveraging systems and processes can increase your firm’s valuation.
Jim and Sue explain why technology isn’t just about convenience - it’s about scalability, reducing key person risk, and preparing your business for succession or M&A. They highlight the inefficiencies many advisors face, from living in spreadsheets to managing siloed platforms, and show how the right integrations can free up time, improve security, and make your firm more attractive to buyers.
Jim and Sue explain why technology isn’t just about convenience - it’s about scalability, reducing key person risk, and preparing your business for succession or M&A. They highlight the inefficiencies many advisors face, from living in spreadsheets to managing siloed platforms, and show how the right integrations can free up time, improve security, and make your firm more attractive to buyers.
Comments
In Channel
Download from Google Play
Download from App Store
United States00:00
00:00
x
