You Don’t Need AI to Effectively Engage Your Clients

< 1 minute

Last Updated on December 21, 2023 by John Prendergast

“The foundation of digital engagement is automated reporting and multi-channel client communications. Automation is essential due to the frequency and customization required for successful digital client engagement,” writes Blueleaf CEO John Prendergast in his latest Advisor Perspectives article.

In this article, John outlines the strategy and tactics to engage with clients so they will appreciate an advisor’s value. Consistent, proactive client engagement is available now.

“With today’s automation technology, this type of regularly tailored information can be relatively easy to disseminate,” writes John. “And, as we have seen from the millions of client communications we have delivered, it eliminates many of the panicked phone calls advisors typically receive.”

Read the full article, You Do Not Need AI to Effectively Engage Clients in Advisor Perspectives.

Read all of John’s articles in Advisor Perspectives.


Get NEW posts and shows delivered to you.

The Augmented Advisor blog and podcast help financial advisors learn ways to improve their business with in-depth content from the industry's leading thinkers

We don’t spam! Read our privacy policy for more info.

Also published on Medium.

icon-angle icon-bars icon-times