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

Financial Advisor Marketing Podcast

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.