Advisor Talk with Frank LaRosa

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


Listen Later

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.

...more
View all episodesView all episodes
Download on the App Store

Advisor Talk with Frank LaRosaBy Elite Consulting Partners

  • 4.8
  • 4.8
  • 4.8
  • 4.8
  • 4.8

4.8

89 ratings


More shows like Advisor Talk with Frank LaRosa

View all
Masters in Business by Bloomberg

Masters in Business

2,171 Listeners

The Dividend Cafe by The Bahnsen Group

The Dividend Cafe

586 Listeners

The Game with Alex Hormozi by Alex Hormozi

The Game with Alex Hormozi

4,454 Listeners

Animal Spirits Podcast by The Compound

Animal Spirits Podcast

2,029 Listeners

The Diamond Podcast for Financial Advisors by Mindy Diamond Financial Advisor Recruiter and Consultant

The Diamond Podcast for Financial Advisors

99 Listeners

Wall Street Breakfast by Seeking Alpha

Wall Street Breakfast

1,041 Listeners

The Perfect RIA by Matthew Jarvis, CFP® & Micah Shilanski, CFP®

The Perfect RIA

463 Listeners

The Compound and Friends by The Compound

The Compound and Friends

2,112 Listeners

Kitces and Carl - Real Talk for Real Financial Advisors by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

Kitces and Carl - Real Talk for Real Financial Advisors

246 Listeners

The Tony Sirianni Podcast by Tony Sirianni

The Tony Sirianni Podcast

8 Listeners

The Prof G Pod with Scott Galloway by Vox Media Podcast Network

The Prof G Pod with Scott Galloway

5,563 Listeners

All-In with Chamath, Jason, Sacks & Friedberg by All-In Podcast, LLC

All-In with Chamath, Jason, Sacks & Friedberg

9,968 Listeners

Barron's Advisor by Barron's Advisor

Barron's Advisor

115 Listeners

BG2Pod with Brad Gerstner and Bill Gurley by BG2Pod

BG2Pod with Brad Gerstner and Bill Gurley

472 Listeners

Firm Transitions with Corey Walen by Corey Walen

Firm Transitions with Corey Walen

9 Listeners