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: <ul> <li dir="ltr" role="presentation">This high-quality touchpoint trick might help you sell a prospective client before your first intro meeting (5:25) </li> <li dir="ltr" role="presentation">The “Gloved CRM” approach that will save your entire team so much time that you might have to find a new hobby (6:38)</li> <li dir="ltr" role="presentation">The single most common CRM mistakes advisors make without even realizing it (14:43) </li> <li dir="ltr" role="presentation">How the rarely discussed “pattern recognition” benefit of CRMs can boost your bottom line by up to 80% (15:49) </li> <li dir="ltr" role="presentation">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) </li> <li dir="ltr" role="presentation">A real life example of how business owners sabotage themselves, their business, and their legacies every day by making this simple error (31:03) </li> </ul> If you want Jeff to build a custom CRM solution that fits your financial advice business like a glove, visit his website at <a href="https://advisortechpartners.com" target="_blank" rel= "noopener">https://advisortechpartners.com</a> 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: <a href= "https://www.theadvisorcoach.com/coaching.html" target="_blank" rel="noopener">https://TheAdvisorCoach.com/Coaching</a>. Then, let me know you subscribed, and I will reply back with a link where you can download them for free.

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