Latest / The Efficient Advisor: Tactical Business Advice for Financial Planners
270: Transform Your CRM into a Service Powerhouse With Adrian Johnstone
Advisors, are you truly leveraging technology to enhance client relationships and streamline your workflow? In this episode, I sit down with Adrian Johnstone to discuss how financial advisors can maximize their tech stack, future-proof their businesses, and provide top-tier client experiences—all without adding more to their plate!
What you'll learn in this episode:
The key mistakes advisors make when choosing and using their CRM
How to ensure your tech stack aligns with your business goals and client experiences
The role of AI and automation in streamlining advisory services
Why…
The skinny
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