Latest / Advisor Talk with Frank LaRosa
Why Advisors Struggle with CRM Adoption - and How to Fix it
Highlights include:
-Why the “decision-makers” are often not the “doers” - and how that derails success.
-The importance of internal champions (and the risks of choosing the wrong one).
-How to turn resistance into results with empathy, inclusion, and smart incentives.
-JEDI's approach to change management and tech implementation that actually works.
If your firm is considering a new CRM - or struggling to make the one you have actually deliver ROI - this episode will show you how to bridge the gap between vision and execution.
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The skinny
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