Stop Losing Leads: How a CRM Captures Every Opportunity

In this week’s episode of Advisor Talk, Elite Consulting Partners CMO Brian Lutz and CIO Sue Cheema break down a topic that’s all too familiar - and costly - for financial professionals: losing leads due to poor process and CRM usage. Brian and Sue expose the subtle ways firms let leads slip away and outline how a well-set-up CRM can be the key to transforming those missed chances into closed business. Whether you're working off referrals or scaling into inbound leads through content and digital marketing, this episode highlights how CRM hygiene becomes a non-negotiable for sustainable growth.