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From Chaos to Clarity: Streamlining Operations with Data

In this episode of Advisor Talk with Frank LaRosa, Chief Marketing Officer Brian Lutz is joined by Sue Cheema, CIO of JEDI Database Solutions and Elite Consulting Partners, for a candid conversation on how advisory firms can move from operational chaos to true clarity - using data. Brian and Sue unpack the high cost of disorganization, both in dollars and in missed opportunities, and explain how something as simple as implementing a CRM or consistent naming conventions can drastically improve efficiency. With real-world examples, including a CPA firm that reclaimed nearly 190 hours a month through smart CRM use, they show how even small wins can lead to massive impact. 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 advisor wondering whether your practice could be running more smoothly, this episode is your roadmap to clarity. Reach out to Sue at [email protected], or Brian at [email protected].