Listening, Engaging, Converting: Social CRM In Action

from Advisor Talk with Frank LaRosa · host Sue Cheema, Brian Lutz

Show highlights include: 00:00 – Intro01:10 – Insights vs. Actionable Insights05:28 – Understanding Social CRM & Platform Integration09:31 – Building a Unified, Holistic Client View12:54 – Social Listening, Keyword Tracking & Prospecting15:08 – Hyper-Personalized Outreach That Converts18:31 – Automation, Intake Forms & Scaling Engagement20:37 – CRM as the Engine of Your BusinessBrian and Sue make one thing clear: the firms winning today are the ones treating CRM as the engine of the business - the place where data, insights, and action come together.Learn more about our companies and resources:-Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.com-Elite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.com-Elite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.com-JEDI Database Solutions | Technology Solutions for Advisors: https://jedidatabasesolutions.com Listen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/

What this episode covers

In this Advisor Talk episode, Brian Lutz and Sue Cheema break down one of the most overlooked advantages advisors have today: truly leveraging social CRM to listen, engage, and convert in a modern, data-driven world. Drawing from real examples and decades spent navigating the evolution of social platforms, Brian and Sue explain how today’s conversations across LinkedIn, Facebook, Instagram, Reddit, and beyond can become powerful sources of insight - not just noise. They discuss how to differentiate “insights” from actionable insights, how sentiment analysis can validate strategic decisions, and how hyper-personalized outreach dramatically increases conversion.

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Listening, Engaging, Converting: Social CRM In Action

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Frequently Asked Questions

How long is this episode of Advisor Talk with Frank LaRosa?

This episode is 30 minutes long.

When was this Advisor Talk with Frank LaRosa episode published?

This episode was published on November 17, 2025.

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