Show highlights include:
00:00 – Intro
01:10 – Insights vs. Actionable Insights
05:28 – Understanding Social CRM & Platform Integration
09:31 – Building a Unified, Holistic Client View
12:54 – Social Listening, Keyword Tracking & Prospecting
15:08 – Hyper-Personalized Outreach That Converts
18:31 – Automation, Intake Forms & Scaling Engagement
20:37 – CRM as the Engine of Your Business
Brian and Sue make one thing clear: the firms winning today are the ones treating CRM as the engine of the business - the place where data, insights, and action come together.
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
Listen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/