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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 understanding your ideal client is crucial for scaling your firm
- How to transition from reactive to proactive client service with smart tech integrations
If you've ever wondered whether your tech is working for you—or against you—this episode is a must-listen! Tune in and discover how to make technology your biggest business ally.
Related: How to Say 'There’s a Fee for That'—Without Sounding Pushy or Awkward