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Alessandro Bogliari, CEO and Co-Founder of The Influencer Marketing Factory, a global influencer marketing agency, talks with great guests about influencer marketing, social media, the creator economy, social commerce and much more.
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270: Transform Your CRM into a Service Powerhouse With Adrian Johnstone
The Efficient Advisor: Tactical Business Advice for Financial Planners
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Advisors, are you truly leveraging technology to enhance client relationships and streamline your workflow? In this episode, I sit down with Adrian Johnstone to discuss how financial advisors can maximize their tech stack, future-proof their businesses, and provide top-tier client experiences—all without adding more to their plate!
What you'll learn in this episode:
- The key mistakes advisors make when choosing and using their CRM
- How to ensure your tech stack aligns with your business goals and client experiences
- The role of AI and automation in streamlining advisory services
- Why understanding your ideal client is crucial for scaling your firm
- How to transition from reactive to proactive client service with smart tech integrations
If you've ever wondered whether your tech is working for you—or against you—this episode is a must-listen! Tune in and discover how to make technology your biggest business ally.
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Register HERE for the Asset+Map Webinar!
Learn more about the Group Coaching & Mastermind HERE!
Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!
Learn more about Asset-Map financial planning software HERE!
Learn more about our sponsor Beemo Automation HERE!
Learn more about the Group Coaching & Mastermind HERE!
Check out the Efficient Advisor YouTube Channel HERE!
Connect with Libby on LinkedIn HERE!
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
Chapters
1. 270: Transform Your CRM into a Service Powerhouse With Adrian Johnstone (00:00:00)
2. [Ad] Tailwind Talks (00:11:50)
3. (Cont.) 270: Transform Your CRM into a Service Powerhouse With Adrian Johnstone (00:12:37)
286 episodes
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