Why Most CRMs Fail (and How to Fix Them)

Financial advisors, is your CRM setting you up for growth - or holding your business back? In this episode of Advisor Talk, Jim Primiani, Chief Technology Officer, and Sue Cheema, Chief Information Officer at Elite Consulting Partners, break down how to future-proof your CRM and tech stack. From scalability and system adoption to AI integration and data hygiene, they explain why treating your CRM as a true data warehouse can boost efficiency, improve valuations, and prepare your firm for both growth and succession. You’ll also hear how “Elite Genie,” their AI-powered tool, is helping advisors make faster, smarter decisions.