#326: If I had to Rebuild my CRM, I Would Do This!

#326: If I had to Rebuild my CRM, I Would Do This!

May 17, 2026 · 22 min

About this episode

This episode discusses the challenges faced by real estate professionals in building a CRM and offers insights on how to successfully implement one.

Summary Five tries. Five abandoned attempts. If that sounds familiar, this episode is for you. Episode 326 of Take Flight Weekly is built for the roughly 90% of real estate brokers, agents, and advisors who have tried to build a CRM and never gotten one off the ground. The episode opens with a moment from earlier this month at a leadership event for top advisors. At the event, Jim got tapped on the shoulder by a advisor with the same question he hears from his clients constantly: I've tried...

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