EPISODE · May 31, 2025 · 29 MIN
Stop Losing Leads: How a CRM Captures Every Opportunity
from Advisor Talk with Frank LaRosa · host Brian Lutz, Sue Cheema
Key highlights include:-Why your CRM is only as powerful as your process - and how to fix it-What “lead scoring” really means and how it helps you prioritize outreach-How client journeys within a CRM support long-term relationship building-Real-life examples of turning cold leads into warm opportunities-What happens when you don’t follow up - and the cost of missed chancesIf you’ve ever said, “I’ll remember to follow up later,” this episode is your wake-up call. Learn how to streamline your system, automate the right touchpoints, and build a practice that doesn’t just capture leads - but closes them.
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Stop Losing Leads: How a CRM Captures Every Opportunity
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