Show Highlights Include:

-Why manual data entry remains one of the biggest (and most expensive) time drains in advisory firms.

-How CRM integrations with custodians can reduce errors and eliminate redundant work.

-Why note-taking and meeting documentation are critical for client experience, continuity, and scale.

-How long onboarding timelines quietly delay revenue - and how some firms shrink onboarding from 60 days to 15.

-Why operational efficiency directly affects practice valuation and buyer confidence.

-The role automation plays in reducing key-person risk and increasing scalability.

This episode is a must-listen for advisors who feel busy but not scalable — and for firm owners who want their systems, data, and processes to work for them instead of against them.

Learn more about our companies and 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 | Technology Solutions for Advisors: https://jedidatabasesolutions.com  

Listen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/