Brian Dordevic is the CEO and founder of Alpha Efficiency, a 7-figure web design firm.
They have over 500 websites made and counting with a team of 30+ around the world. He offers fresh insights on marketing and design at conversioninsider.com. He just moved to the U.S. within the last 10 years.

He’s been crushing it in our UACADEMY Pro program and has just made the jump to the Elite-level program.

The Digital Agency Show

E315:  Mastering Better Deals and Team Synergy for Success- With Brian Dordevic

Proactive client engagement through technology has become paramount, which means the role of the CRM has evolved. In an increasingly uncertain economic environment, advisors must future-proof their business models to scale operations and expand their reach. A key area to revisit is their CRM system, which has become crucial for delivering personalized services and enhancing client engagement. 

In this episode, Shannon Rosic, Director of WealthStack Content and Solutions, speaks with  Doug Fritz, CEO and founder of F2 Strategy, about the current state and future of CRM systems in the wealth management industry. 

Shannon and Doug discuss:

- The shift from traditional CRM systems to more integrated, automated solutions
- Key frustrations and wish list items for wealth management firms using CRM systems
- Differences in how firms view CRMs as either operational tools or client engagement tools
- The role of CRM maturity and workflow customization in increasing satisfaction

Connect with Shannon Rosic:

LinkedIn: https://www.linkedin.com/in/shannonrosic/
WealthStack website: https://informaconnect.com/wealthstack/ 
WealthManagement.com: https://www.wealthmanagement.com

Connect with Doug Fritz:

LinkedIn: Doug Fritz: https://www.linkedin.com/in/dougfritz/ 
F2 Strategy: https://www.f2strategy.com/

The WealthStack Podcast: Unpacking The State of CRM with Doug Fritz

In an industry where personalization and scale are often at odds, AI-powered meeting assistants are becoming a cornerstone of the modern advisor’s tech stack. These tools promise to eliminate hours of administrative work by automatically capturing meeting notes, updating CRMs and handling post-meeting follow-ups. But in wealth management, where trust, accuracy and compliance are everything, the stakes are high—and not all notetakers are created equal.

In this episode of The WealthStack Podcast, host Shannon Rosic sits down with Parker Ence, CEO and co-founder of Jump Advisor AI, to explore how the firm is redefining what an AI assistant can do for financial advisors. 

Tune in as this episode unpacks:

- Why Jump is not just another AI notetaker—and what it actually does
- How the platform saves advisors 1–3 hours per day with compliant automation
- Why integrations and advisor customization are core to adoption and scale
- What 11,000 advisor-client conversations are teaching us about behavioral trends
- The future of agentic AI, and why “just make that happen” might be your next favorite button

Resources:

Listen to WealthStack on WealthManagement.com: https://bit.ly/4jZQmKi 
Subscribe and listen to WealthStack on Apple Podcasts: https://bit.ly/4cXKleN 
Subscribe and listen to WealthStack on Spotify: https://spoti.fi/3RJwMG0 

Connect with Shannon Rosic:

LinkedIn: https://www.linkedin.com/in/shannonrosic/
WealthStack website: https://informaconnect.com/wealthstack/ 
WealthManagement.com: https://www.wealthmanagement.com

Connect with Parker Ence:
 
LinkedIn: Parker Ence: https://www.linkedin.com/in/parkerence/ 
Website: Jump Advisor AI: https://jumpapp.com/ 
Email: Parker@JumpApp.com 

About Our Guest:

Parker Ence is an entrepreneur and operator with 12 years of experience as a CEO or co-founder across advisory tech, data/DaaS, AI, SaaS, and insurtech. As CEO, Parker has operated companies in spinoff, turnaround/distressed, and 0-1 startup scenarios. Other early experiences were in PE/VC, GTM consulting, and economic development.

Jump Advisor AI brings the AI-Enhanced Client Meeting Cycle to financial advisors. It's how RIA/BD teams cut client meeting admin time by 90% and elevate the client and advisor experience by putting notes, CRM updates, tasks, and compliance logs on AI autopilot. Jump is made for advisors, easy to set up, 100% customizable, secure, and compliant, and integrates closely with the advisor tech stack. It's like hiring a meeting assistant, faster than dictating, and all-in-one for advisors. 

The WealthStack Podcast: The Meeting Assistant Revolution with Parker Ence

Helping digital agency owners transform their business mindset so they can increase prices, work less, and grow profits.

A weekly podcast where host Brent Weaver chats with today's most successful entrepreneurs running digital agency businesses in the web design, web development, and digital marketing industry.
  
Brent also chats with high-profile entrepreneurs and other smart people that can help listeners grow their digital agency.

Each interview deep dives into the emotional details of going on the entrepreneur's journey toward success. Each guest shares behind the scene moments of lessons learned and lives changed.

All episodes comes guaranteed with a gold nugget insight, book recommendation, resource link and productivity hack.

New tracks tagged #ClientEngagement