Comparing Major CRMs: Inside JEDI’s New Platform Comparison Whitepaper
Advisor Talk with Frank LaRosa
Key topics covered include:
-How to match CRM platforms to firm size, growth trajectory, and long-term vision.
-Why integration and automation are critical to improving operational efficiency.
-The differences in analytics, reporting, and dashboards across Redtail, Wealthbox, and Salesforce.
-How clean, connected data enhances client experience and firm value.
-Why advisors should “run their business as if they’re selling it tomorrow”.
This episode offers practical insight for advisors who are evaluating a CRM for the first time, considering a platform change, or simply want to understand how better data strategy can unlock more time, clarity, and growth.
Download our whitepaper here: https://jedidatabasesolutions.com/resources/
Learn more about our companies and resources:
-Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.com
-Elite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.com
-Elite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.com
-JEDI Database Solutions | Technology Solutions for Advisors: https://jedidatabasesolutions.com
Listen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/Key topics covered include: