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