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Listening, Engaging, Converting: Social CRM In Action

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Manage episode 519908238 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.

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/

  continue reading

307 episodes

Artwork
iconShare
 
Manage episode 519908238 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.

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/

  continue reading

307 episodes

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