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Why Advisors Struggle with CRM Adoption - and How to Fix it

EPISODE · Jul 12, 2025 · 29 MIN

Why Advisors Struggle with CRM Adoption - and How to Fix it

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

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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Why Advisors Struggle with CRM Adoption - and How to Fix it

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