Financial Advisor Marketing Podcast

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

Oct 6, 2025
In this engaging discussion, Jeff Rusin, co-founder of Advisor Tech Partners and a CRM automation expert, shares invaluable insights on enhancing financial advisory workflows. He reveals how personalized touchpoints can convert clients even before meetings and how the 'Gloved CRM' approach can save teams significant time. Jeff warns against common CRM mistakes and the pitfalls of shiny object syndrome, urging advisors to focus on existing strengths. You'll also discover how segmentation and pattern recognition can dramatically improve client engagement and profitability.
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ADVICE

Automate Drip Sequences From Website To CRM

  • Automate email sequences by connecting your website, CRM, and email platform so prospects flow into the right drip campaigns automatically.
  • Move contacts into appropriate audiences after sequences end to avoid sending irrelevant messaging to clients.
ADVICE

Use Workflows To Prep Intro Meetings

  • Launch CRM workflows automatically when an intro meeting is scheduled to trigger pre-meeting tasks for the team.
  • Send a personalized Loom video before the call to improve the prospect's impression and increase conversion likelihood.
ADVICE

Customize CRM With Your Firm's Lingo First

  • Start CRM customization with your firm's actual lingo (statuses, types, tiers) before building workflows.
  • Run team meetings to align processes and revise workflows based on staff feedback to ensure adoption.
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