Show Highlights Include:
-Why manual data entry remains one of the biggest (and most expensive) time drains in advisory firms.
-How CRM integrations with custodians can reduce errors and eliminate redundant work.
-Why note-taking and meeting documentation are critical for client experience, continuity, and scale.
-How long onboarding timelines quietly delay revenue - and how some firms shrink onboarding from 60 days to 15.
-Why operational efficiency directly affects practice valuation and buyer confidence.
-The role automation plays in reducing key-person risk and increasing scalability.
This episode is a must-listen for advisors who feel busy but not scalable — and for firm owners who want their systems, data, and processes to work for them instead of against them.
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/