The Future of CRM is as a 2nd Brain 🧠 скачать в хорошем качестве

The Future of CRM is as a 2nd Brain 🧠

‪@currentclient‬ ‪@GetSlant‬ Join the #1 community in AdvisorTech! www.skool.com/advisortechbook Timestamps: 00:38 Joe's master plan regarding Skool - running live podcasts (you have to have a Skool account to join) 01:13 Slant's founder figures out how to use a computer 01:34 Slant sells to WealthTech Select for $30 02:37 Joe attempts to officially start the podcast (Dustin acts professional) 03:46 James is reading Buy Back Your Time but he hasn't had time to finish it 04:37 Joe realizes that 99 of his 100 ideas are no good 05:25 Dustin is reading Careless People - he doesn't recommend it 06:05 Mark Zuckerberg as a teenager talking to heads of state and being drug through streets by mafia members 07:44 Thomas is reading 10x is easer than 2x, and planning to take over the CRM world 08:30 James explains the reason for this crazy podcast 09:03 "We should be thinking bigger. We should be thinking about larger problems, maybe I'm just picking on CRMs here... We should be thinking about solving for Advisors' actual issues." 09:50 Emily Rassam's tech stack: "That was nuts, that seems completely unnecessary today." 10:35 "We're getting faster at doing the wrong things." que Kitces comment about "right focus" 10:45 "If we just keep over-optimizing the bad system, we just keep making life harder... or kicking a certain problem further down the road." Thomas 11:18 "Focus is still probably the most important commodity." 11:40 "Where's the real impact? What do we have to do?" 11:48 Beata Rouleau - "Stop automating... Automating a broken process just gives you bad results faster" 12:54 James waxes eloquent on AI notetakers 14:42 Joe explains the different types of communication - and a big gap in the AdvisorTech space 15:28 "There are some inferior texting tools that we integrate with right now..." 16:26 James talks about custom fields vs. how AI handles data 17:17 Dustin wants to know what is the Future of CRM? Get this thing back on course already. 20:17 "My dream CRM is no CRM." ~ Dustin 20:54 "Something is brewing... this is changing everything." 21:11 Jason Pereira on the Compound "What workflows are you talking about? You don't understand the industry if you think we have these magic workflows..." 21:50 Carl Richards - "You better be good at planning... You better be good at communicating..." 22:15 Dustin's view - "The bedrock is the communication [the phone]... 22:57 Dustin explains what a phone is... 23:24 "The other side of the bedrock is the custodian... where does the money...where is it?" 24:40 "The phone could become a true assistant, that has the power to reach and engage with clients..." 26:40 "We need to put everyone somewhere, and we need a place to go when we get audited..." Jobs-to-be-done 27:12 "Maybe the world goes to Monday.com or Asana - project management is the real CRM" Ok, clearly I'm getting carried away with the timestamps... you'll just have to watch it to find out the ending... what is the Future of CRM for financial advisors?