How Advisors Can Build Superior Workflows & Automations (With Jeff Rusin)

In the past 10 years, I’ve seen financial advisors finally start adopting CRMs to help automate and simplify their businesses. This was not the case when I first started. 

But as you’ll discover from today’s guest, Jeff Rusin, co-founder of Advisor Tech Partners and advisor-specific CRM whiz, most advisors still aren’t tapping into the full productivity powers of their CRM. 

That’s why Jeff and I recorded this show: To help your financial advice business become more productive, more profitable, and even more pleasurable. 

Listen now.

Show highlights include:

• This high-quality touchpoint trick might help you sell a prospective client before your first intro meeting (5:25) 
• The “Gloved CRM” approach that will save your entire team so much time that you might have to find a new hobby (6:38)
• The single most common CRM mistakes advisors make without even realizing it (14:43) 
• How the rarely discussed “pattern recognition” benefit of CRMs can boost your bottom line by up to 80% (15:49) 
• Why shiny object syndrome as an advisor will make your team hate your guts (and how to prevent being overwhelmed by its seductive pull) (28:31) 
• A real life example of how business owners sabotage themselves, their business, and their legacies every day by making this simple error (31:03) 

If you want Jeff to build a custom CRM solution that fits your financial advice business like a glove, visit his website at https://advisortechpartners.com and click the big, orange button. 

Since you listen to this podcast, I want to give you a gift: 

If you subscribe to the Inner Circle Newsletter, I’ll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free.