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From Lead to Loyalty: CRM’s Role in Customer Journey Mapping
Key Highlights:
00:00 – Introduction
01:05 – Optimizing tech stacks and increasing valuation
03:17 – Defining client loyalty and retention
04:23 – How CRMs improve onboarding, notes, and communication
06:39 – Using data to strengthen relationships and trust
08:23 – How to future-proof your advisory business
10:12 – Building data hygiene and integrated systems
16:59 – Finding efficiency gaps and scaling intelligently
17:22 – The compounding power of technology
19:06 – Advisor transitions, CRM agnosticism, and closing thoughts
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
View all episodes
By Elite Consulting Partners
4.8
8989 ratings
Key Highlights:
00:00 – Introduction
01:05 – Optimizing tech stacks and increasing valuation
03:17 – Defining client loyalty and retention
04:23 – How CRMs improve onboarding, notes, and communication
06:39 – Using data to strengthen relationships and trust
08:23 – How to future-proof your advisory business
10:12 – Building data hygiene and integrated systems
16:59 – Finding efficiency gaps and scaling intelligently
17:22 – The compounding power of technology
19:06 – Advisor transitions, CRM agnosticism, and closing thoughts
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
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