Search a title or topic

Over 20 million podcasts, powered by 

Player FM logo
Artwork

Content provided by Elite Consulting Partners. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Elite Consulting Partners or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Player FM - Podcast App
Go offline with the Player FM app!

From Lead to Loyalty: CRM’s Role in Customer Journey Mapping

22:17
 
Share
 

Manage episode 514683322 series 2815497
Content provided by Elite Consulting Partners. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Elite Consulting Partners or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Key Highlights:

00:00 – Introduction

01:05 – Optimizing tech stacks and increasing valuation

03:17 – Defining client loyalty and retention

04:23 – How CRMs improve onboarding, notes, and communication

06:39 – Using data to strengthen relationships and trust

08:23 – How to future-proof your advisory business

10:12 – Building data hygiene and integrated systems

16:59 – Finding efficiency gaps and scaling intelligently

17:22 – The compounding power of technology

19:06 – Advisor transitions, CRM agnosticism, and closing thoughts

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 | Data Intelligence for Advisors: https://jedidatabasesolutions.com

Listen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/

Follow us on LinkedIn: https://linkedin.com/company/eliteconsultingpartners

  continue reading

299 episodes

Artwork
iconShare
 
Manage episode 514683322 series 2815497
Content provided by Elite Consulting Partners. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Elite Consulting Partners or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Key Highlights:

00:00 – Introduction

01:05 – Optimizing tech stacks and increasing valuation

03:17 – Defining client loyalty and retention

04:23 – How CRMs improve onboarding, notes, and communication

06:39 – Using data to strengthen relationships and trust

08:23 – How to future-proof your advisory business

10:12 – Building data hygiene and integrated systems

16:59 – Finding efficiency gaps and scaling intelligently

17:22 – The compounding power of technology

19:06 – Advisor transitions, CRM agnosticism, and closing thoughts

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 | Data Intelligence for Advisors: https://jedidatabasesolutions.com

Listen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/

Follow us on LinkedIn: https://linkedin.com/company/eliteconsultingpartners

  continue reading

299 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Copyright 2025 | Privacy Policy | Terms of Service | | Copyright
Listen to this show while you explore
Play