Stop Losing Leads: How a CRM Captures Every Opportunity

Advisor Talk with Frank LaRosa

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7d ago 29:31

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Key highlights include:

-Why your CRM is only as powerful as your process - and how to fix it

-What “lead scoring” really means and how it helps you prioritize outreach

-How client journeys within a CRM support long-term relationship building

-Real-life examples of turning cold leads into warm opportunities

-What happens when you don’t follow up - and the cost of missed chances

If you’ve ever said, “I’ll remember to follow up later,” this episode is your wake-up call. Learn how to streamline your system, automate the right touchpoints, and build a practice that doesn’t just capture leads - but closes them.

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