Key takeaways include:
-Why CRM data should go beyond KYC and track personal life events.
-How small CRM details can make or break client trust.
-The four-part CRM strategy Sue uses with advisor clients.
-Real examples of how automation drives loyalty and referrals.
-What to expect in a CRM consulting engagement with Elite and JEDI.
Whether you're a solo RIA or part of a larger firm, this conversation will help you rethink how your CRM can drive meaningful client connections - and business growth.
