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Why Most CRMs Fail (and How to Fix Them)
Manage episode 509036183 series 2815497
Key Highlights from the Episode:
0:00 – Introduction
0:44 – Future-proofing your CRM and architecting for scalability
2:23 – Why most CRMs fail when firms grow
5:08 – AI in CRMs: more than just dashboards
10:34 – Inside “Elite Genie” and how it supports advisors
11:48 – Why your CRM is really a data warehouse
14:05 – Integration-first architecture for efficiency and scale
25:19 – Data hygiene: the foundation of advisor valuations
33:15 – Overcoming skepticism around AI adoption
38:08 – A roadmap to future-proofing your tech stack
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 | Data Intelligence for Advisors: https://jedidatabasesolutions.com
Listen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/
Follow us on LinkedIn: https://linkedin.com/company/eliteconsultingpartners
294 episodes
Manage episode 509036183 series 2815497
Key Highlights from the Episode:
0:00 – Introduction
0:44 – Future-proofing your CRM and architecting for scalability
2:23 – Why most CRMs fail when firms grow
5:08 – AI in CRMs: more than just dashboards
10:34 – Inside “Elite Genie” and how it supports advisors
11:48 – Why your CRM is really a data warehouse
14:05 – Integration-first architecture for efficiency and scale
25:19 – Data hygiene: the foundation of advisor valuations
33:15 – Overcoming skepticism around AI adoption
38:08 – A roadmap to future-proofing your tech stack
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 | Data Intelligence for Advisors: https://jedidatabasesolutions.com
Listen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/
Follow us on LinkedIn: https://linkedin.com/company/eliteconsultingpartners
294 episodes
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