Jeff Rusin

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.