Which CRM Should Financial Advisors Choose?

Advisor Talk with Frank LaRosa · Dec 8, 2025 · 32m

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…