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Which CRM Should Financial Advisors Choose?

In this Advisor Talk episode, Brian Lutz and Sue Cheema dive into one of the biggest strategic decisions advisory firms face today: choosing the right CRM - and understanding how data, integrations, and automation can transform both the client experience and the operational heartbeat of a firm. Drawing from industry headlines, real advisor conversations, and hands-on experience implementing technology across hundreds of practices, Brian and Sue explore how the shift toward AI note-takers, integrated tech stacks, and smarter workflows is reshaping the modern advisory business. They break down the hidden costs of inefficiency, what "maturity" looks like in a firm’s tech evolution, and how to evaluate when it’s time to upgrade from platforms like Redtail to Wealthbox or Salesforce. 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/res... Articles discussed today include: https://www.deloitte.com/us/en/insigh... https://finance.yahoo.com/news/custom... https://www.investmentnews.com/fintec... 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/p...