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What is JEDI: And Why it Matters for Financial Advisors

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Manage episode 483351501 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 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/

  continue reading

258 episodes

Artwork
iconShare
 
Manage episode 483351501 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 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/

  continue reading

258 episodes

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