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What is JEDI: And Why it Matters for Financial Advisors
Manage episode 483351501 series 2815497
Key takeaways include:
-What “managed CRM services” actually mean for advisors
-How JEDI helps automate repetitive tasks like RMD reminders and client scheduling
-Why data integrity is non-negotiable - and how to test if your data is clean
-The direct impact of CRM optimization on firm valuation and exit strategy
-Real use cases for automation, integration, and proactive problem solving
Whether you're growing your practice or thinking long-term about your legacy, this conversation is packed with tactical insights to help you get more out of your CRM - and your business.
Connect with Us:
Learn more at www.JEDIDatabaseSolutions.com
Contact Sue at [email protected]
Check out some of JEDI's resources here! - https://jedidatabasesolutions.com/resources/
258 episodes
Manage episode 483351501 series 2815497
Key takeaways include:
-What “managed CRM services” actually mean for advisors
-How JEDI helps automate repetitive tasks like RMD reminders and client scheduling
-Why data integrity is non-negotiable - and how to test if your data is clean
-The direct impact of CRM optimization on firm valuation and exit strategy
-Real use cases for automation, integration, and proactive problem solving
Whether you're growing your practice or thinking long-term about your legacy, this conversation is packed with tactical insights to help you get more out of your CRM - and your business.
Connect with Us:
Learn more at www.JEDIDatabaseSolutions.com
Contact Sue at [email protected]
Check out some of JEDI's resources here! - https://jedidatabasesolutions.com/resources/
258 episodes
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