From Lead to Loyalty: CRM’s Role in Customer Journey Mapping

Advisor Talk with Frank LaRosa · Oct 20, 2025 · 22m

Key Highlights:

00:00 – Introduction

01:05 – Optimizing tech stacks and increasing valuation

03:17 – Defining client loyalty and retention

04:23 – How CRMs improve onboarding, notes, and communication

06:39 – Using data to strengthen relationships and trust

08:23 – How to future-proof your advisory business

10:12 – Building data hygiene and integrated systems

16:59 – Finding efficiency gaps and scaling intelligently

17:22 – The compounding power of technology

19:06 – Advisor transitions, CRM agnosticism, and closing thoughts

Resources:

Elite Consulting Partners | Financial Advisor…