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Show highlights include:

00:00 – Intro

01:10 – Insights vs. Actionable Insights

05:28 – Understanding Social CRM & Platform Integration

09:31 – Building a Unified, Holistic Client View

12:54 – Social Listening, Keyword Tracking & Prospecting

15:08 – Hyper-Personalized Outreach That Converts

18:31 – Automation, Intake Forms & Scaling Engagement

20:37 – CRM as the Engine of Your Business

Brian and Sue make one thing clear: the firms winning today are the ones treating CRM as the engine of the business - the place where data, insights, and action come together.

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/

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307 episodes