AI and Sentiment Analysis in Social CRM

Advisor Talk with Frank LaRosa

Key Highlights from the Episode:

0:00 – Introduction: AI, NLP, and sentiment analysis explained

2:10 – What sentiment analysis is and why it matters for advisors

4:30 – How AI scores positivity, negativity, and client reactions

6:00 – Real-world use cases: client emails, brand perception, and practice reviews

8:30 – Why “no bad publicity” isn’t always true in financial services

10:15 – Sentiment analysis as a supplement to traditional KPIs

12:00 – Spotting early warning signs of client attrition

14:00 – How generational wealth transfer creates new sentiment insights

18:30 – Turning social proof and negative feedback into opportunities

23:00 – Compliance considerations when using recording and AI tools

25:00 – How sentiment can feed into lead scoring and forecasting

27:30 – Final takeaways: actionable, not overwhelming

Resources:

Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.com

Elite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.com

Elite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.com

JEDI Database Solutions | Data Intelligence for Advisors: https://jedidatabasesolutions.com

Listen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/

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