EPISODE · Jul 26, 2025 · 14 MIN
How Your CRM Can Build Client Loyalty
from Advisor Talk with Frank LaRosa · host Stacey Frank, Sue Cheema
Key takeaways include:-Why CRM data should go beyond KYC and track personal life events.-How small CRM details can make or break client trust.-The four-part CRM strategy Sue uses with advisor clients.-Real examples of how automation drives loyalty and referrals.-What to expect in a CRM consulting engagement with Elite and JEDI.Whether you're a solo RIA or part of a larger firm, this conversation will help you rethink how your CRM can drive meaningful client connections - and business growth.
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What this episode covers
In this week’s episode of Advisor Talk, Executive Vice President of Sales Stacey Frank is joined by Chief Information Officer Sue Cheema to explore a powerful and often overlooked tool in an advisor’s arsenal: the CRM. From real-world success stories to the must-ask questions Sue uses in her consulting process, this episode dives into the strategy behind CRM integration and how it connects your firm’s operations to client loyalty.
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How Your CRM Can Build Client Loyalty
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