EPISODE · Jul 12, 2025 · 29 MIN
Why Advisors Struggle with CRM Adoption - and How to Fix it
from Advisor Talk with Frank LaRosa · host Brian Lutz, Sue Cheema
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.Ready to bring your data systems into alignment? Visit www.eliteconsultingpartners.com/podcast to listen to more episodes or reach out to the team directly at www.jedidatabasesolutions.com.
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What this episode covers
In this episode of Advisor Talk, Chief Marketing Officer Brian Lutz is joined by CIO Sue Cheema of Elite Consulting Partners and JEDI Database Solutions for a candid conversation about one of the most persistent pain points for financial firms: CRM adoption. Brian and Sue break down the human psychology behind failed rollouts, the gaps in communication between leadership and staff, and the office politics that can quietly sabotage even the best tech.
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Why Advisors Struggle with CRM Adoption - and How to Fix it
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