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Why Advisors Struggle with CRM Adoption - and How to Fix it

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Manage episode 494036987 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.

Highlights include:

-Why the “decision-makers” are often not the “doers” - and how that derails success.

-The importance of internal champions (and the risks of choosing the wrong one).

-How to turn resistance into results with empathy, inclusion, and smart incentives.

-JEDI's approach to change management and tech implementation that actually works.

If your firm is considering a new CRM - or struggling to make the one you have actually deliver ROI - this episode will show you how to bridge the gap between vision and execution.

Ready to bring your data systems into alignment? Visit www.eliteconsultingpartners.com/podcast to listen to more episodes or reach out to the team directly at www.jedidatabasesolutions.com.

  continue reading

274 episodes

Artwork
iconShare
 
Manage episode 494036987 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.

Highlights include:

-Why the “decision-makers” are often not the “doers” - and how that derails success.

-The importance of internal champions (and the risks of choosing the wrong one).

-How to turn resistance into results with empathy, inclusion, and smart incentives.

-JEDI's approach to change management and tech implementation that actually works.

If your firm is considering a new CRM - or struggling to make the one you have actually deliver ROI - this episode will show you how to bridge the gap between vision and execution.

Ready to bring your data systems into alignment? Visit www.eliteconsultingpartners.com/podcast to listen to more episodes or reach out to the team directly at www.jedidatabasesolutions.com.

  continue reading

274 episodes

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