AI, Automation, and the Next Generation of CRM Solutions

Show Highlights:

-The shift from static databases to intelligent, proactive CRMs.

-How AI and automation streamline advisor workflows and client communications.

-Real stories on personalization, from birthday emails to portfolio updates.

-Why understanding acquisition costs is critical for advisors.

-Best practices for securing client data and minimizing risk.

-How intelligent CRMs can differentiate advisors in a competitive marketplace.

Tune in as Brian and Sue provide a forward-looking perspective on the role technology will play in the advisor-client relationship and how firms can prepare for the next generation of CRM solutions.