From Lead to Loyalty: CRM’s Role in Customer Journey Mapping

Episode 246

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/

Published on 3 weeks, 3 days ago

Podcast Episode Details