Why Advisors Still Don’t Use Their CRM with Willie Mullen (Ep. 21)
Is your CRM helping advisors serve clients and complete work, or is your team still relying on workarounds?
In this episode of Beacon 1% Better Every Day, Chip Kispert speaks with Willie Mullen, Senior Vice President of Sales at Wealthbox, about CRM adoption, AI, and operational efficiency in wealth management. Willie explains why a CRM for financial advisors must be intuitive enough for the entire team to use, how AI-powered workflows could improve advisor productivity and collaboration, and why CRM migration is an operating model decision, not simply a technology replacement. They also examine automation, compliance controls, audit trails, and what advisory firms should expect from the next generation of wealth management technology.
Listen in to learn:
- Why usability can determine whether a wealth management CRM is adopted
- How CRM can become a system of action, not only a system of record
- What firms should evaluate before starting a CRM migration
- How AI could support team collaboration while meeting compliance requirements
- And more!
Resources:
Connect with Chip Kispert
- Beacon Strategies, LLC
- LinkedIn: BeaconStrategies
- LinkedIn: Chip Kispert
- chipkispert@beaconstrategiesllc.com
Connect with Willie Mullen:
About Our Guest:
Willie Mullen is Senior Vice President of Sales at Wealthbox, a CRM platform designed for financial advisors, enterprise wealth management firms, and broker-dealers. He works with advisory firms to improve CRM adoption, simplify technology transitions, and build more efficient operating models. Willie brings a practical perspective to conversations about advisor technology, artificial intelligence, workflow automation, team collaboration, and compliance. His work focuses on helping firms use CRM technology as more than a system of record, turning it into a platform that supports action, productivity, and growth.
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