Building Trust That Books Meetings

05/10/25 • 17 min

Advisor Talk with Frank LaRosa

Other highlights include:

The case for dynamic segmentation and why it outperforms static lists.

How to unify contact data across multiple channels to avoid over-messaging.

Creating behavioral triggers that pause or adjust email sequences based on client actions.

Personalization tips, like phonetic name spelling, that boost client trust and connection.

Why great marketing is ultimately just great business.

Tune in for a fun, fast-paced discussion that blends marketing savvy with data-driven insights - proving that when the “marketing geeks” and “data nerds” come together, real magic happens.

Other highlights include:

The case for dynamic segmentation and why it outperforms static lists.

How to unify contact data across multiple channels to avoid over-messaging.

Creating behavioral triggers that pause or adjust email sequences based on client actions.

Personalization tips, like phonetic name spelling, that boost client trust and connection.

Why great marketing is ultimately just great business.

Tune in for a fun, fast-paced discussion that blends marketing savvy with data-driven insights - proving that when the “marketing geeks” and “data nerds” come together, real magic happens.

Previous Episode

Dial In Your Data

Other highlights include:

-Why “dialing in your dashboard” can help advisors focus on what matters most.

-How task management, client demographics, and time allocation metrics can drive more informed decision-making.

-Why tracking centers of influence and referral pipelines is critical for long-term growth.

-The difference between having data - and actually using it to improve performance.

-How custom dashboards can help teams of all sizes stay aligned and efficient.

If you’re an advisor or firm leader looking to turn untapped data into real results, this episode is packed with actionable ideas and fresh perspective. Because in today’s competitive landscape, it’s not just about having data - it’s about knowing how to use it.

Visit www.JEDISolutions.com today!

Next Episode

Succession Isn't Sentimental: It's Strategic

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-term success.

-The critical mindset shift advisors must make to ensure client continuity and practice value.

If you’ve already “picked your person” but haven’t explored every option - or if you’ve avoided the conversation altogether - this episode offers the clarity you didn’t know you needed.

Listen now and be sure to subscribe on your favorite podcast platform.

Want to connect with Frank and the team? Reach out at:

[email protected]

DM Frank on Instagram: @FrankLaRosa.Elite