The Problem with CRMs

Are you frustrated by the gap between the promise of CRMs and the reality of getting your team to actually use them? You’re not alone. The Problem with CRMs dives deep into the most overlooked challenge in CRM success: user adoption.

Join us as we explore why so many businesses struggle to integrate CRMs into their workflows and how you can overcome these barriers. From expert interviews to actionable insights, we’ll uncover what it really takes to transform your CRM from a clunky tool into a business changing asset. Whether you’re a CRM skeptic or a seasoned pro, this podcast is your guide to solving the user adoption problem.

What is The Problem With...?

The Problem With... podcast is here to challenge the everyday problems or myths we face in financial services and to provide practical solutions. Hosted by Alex and Annabel, we offer practical advice to help financial advisers to take back control of their careers. Whether you are just starting out or looking to enhance your existing business, our mission is to guide you every step of the way. Tune in and transform your advisory journey!