AI and Sentiment Analysis in Social CRM

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/ Follow us on LinkedIn: https://linkedin.com/company/eliteconsultingpartners