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/
