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Scaling your Practice with the Right CRM Strategy

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Manage episode 472413449 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 takeaways from today’s episode include:

  • The seven essential factors advisors should consider when evaluating CRM platforms.
  • Why Redtail and Wealthbox are popular choices - but may not be scalable for growing firms.
  • How Salesforce offers unmatched customization, automation, and AI-driven insights.
  • The power of integration: How a well-structured CRM connects with key platforms like eMoney, Black Diamond, and Orion.
  • Real-world examples of how the right CRM strategy can improve efficiency, compliance, and client service.

Frank and Sue pull back the curtain on the role of CRM in building a successful advisory business, sharing practical insights that can help firms of all sizes optimize their operations. Whether you're considering a new CRM, looking to maximize your current system, or just want to future-proof your tech stack, this episode is a must-listen.

Tune in now to discover which CRM solution is the best fit for your practice!

  continue reading

260 episodes

Artwork
iconShare
 
Manage episode 472413449 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 takeaways from today’s episode include:

  • The seven essential factors advisors should consider when evaluating CRM platforms.
  • Why Redtail and Wealthbox are popular choices - but may not be scalable for growing firms.
  • How Salesforce offers unmatched customization, automation, and AI-driven insights.
  • The power of integration: How a well-structured CRM connects with key platforms like eMoney, Black Diamond, and Orion.
  • Real-world examples of how the right CRM strategy can improve efficiency, compliance, and client service.

Frank and Sue pull back the curtain on the role of CRM in building a successful advisory business, sharing practical insights that can help firms of all sizes optimize their operations. Whether you're considering a new CRM, looking to maximize your current system, or just want to future-proof your tech stack, this episode is a must-listen.

Tune in now to discover which CRM solution is the best fit for your practice!

  continue reading

260 episodes

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