Episode Details

In the spiciest Hot Take yet, Jennifer and Robin call out a problem they didn’t realize was this widespread: successful travel advisors running entire businesses from memory, inboxes, and spreadsheets. And they don’t mince words. A CRM isn’t “nice to have.” It’s the difference between overwhelm and control, chaos and consistency, boutique service and a truly repeatable luxury client experience. If your processes live in your head, this episode will feel uncomfortably familiar. And if you’ve been putting off setting up a CRM because it feels like “too much work,” this conversation will convince you it’s the work that changes everything.

Unsure which CRM is right for you? Join Niche for real advisor feedback and the insights you need to choose the one that fits your brain and your business. → https://www.tiquehq.com/niche/?utm_source=Tique_Talks&utm_medium=Show_Notes&utm_campaign=Ep191&utm_content=Niche

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