Episode Details
Back to Episodes
Why Advisors Struggle with CRM Adoption - and How to Fix it
Episode 225
Published 9 months, 3 weeks ago
Description
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.