• Unlocking the potential of your CRM with Matt Esler

  • Aug 28 2024
  • Duração: 24 minutos
  • Podcast

Unlocking the potential of your CRM with Matt Esler

Ouça grátis

Ver detalhes do programa

  • Sumário

  • In this episode of The ifa show, host Maja Garaca Djurdjevic and Matt Esler, co-founder and co-CEO of Padua, explore how financial advisers can maximise the potential of their CRM systems.

    He emphasises that while CRMs are powerful tools, their effectiveness hinges on the quality of data input.

    Esler also discusses the importance of personalisation in client relationships, leveraging tools like Padua’s Discover and Research Manager to enhance the accuracy and relevance of financial advice.

    He concludes by reaffirming the evolving role of paraplanners, who will become more strategic in delivering better, faster advice.

    Don’t miss Esler’s expert tips on refining your CRM for greater success.

    • CRM data gaps: CRM data often has gaps, limiting its effectiveness.
    • Personalisation: Tools like Discover help personalise advice and updates.
    • Client relationships: Better data leads to stronger client engagement and outcomes.
    • Future trends: Embracing new tech and ISO-certified tools for enhanced financial insights.
    Exibir mais Exibir menos
Finanças Pessoais Economia
Exibir mais Exibir menos
activate_samplebutton_t1

O que os ouvintes dizem sobre Unlocking the potential of your CRM with Matt Esler

Nota média dos ouvintes. Apenas ouvintes que tiverem escutado o título podem escrever avaliações.

Avaliações - Selecione as abas abaixo para mudar a fonte das avaliações.

Avaliações Audible.com.br

Avaliações na Amazon
Nenhuma revisão disponível