How Advisors Stay Competitive in 2026

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.

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/res...

Articles discussed today include:

https://www.deloitte.com/us/en/insigh...

https://finance.yahoo.com/news/custom...

https://www.investmentnews.com/fintec...

Learn 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.com

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