Show highlights include: -AI note-takers and why 2025 is shaping up to be “the year of the note taker”. -How advisors are using automation to reclaim time and improve meeting quality. -Why organic growth is becoming a top priority for billion-dollar RIAs. -The true indicators that it’s time to outgrow an entry-level CRM. -How disconnected systems create hidden cost drains inside every firm. -Why Salesforce is becoming the long-term “holy grail” for growth-minded advisors. -The KPIs most advisors aren’t tracking - but should. Brian and Sue make one thing clear: the firms winning today are the ones treating CRM as the engine of the entire business - the system where data, insights, efficiency, and client experience all come together. Download our whitepaper here: https://jedidatabasesolutions.com/resources/ Articles discussed today include: https://www.deloitte.com/us/en/insights/industry/financial-services/financial-services-industry-outlooks/investment-management-industry-outlook.html https://finance.yahoo.com/news/customer-satisfaction-individual-annuities-strained-120000029.html? https://www.investmentnews.com/fintech/summit-financial-massmutual-boost-advisor-appeal-with-growth-focused-tech/261873? 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/
