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- Thursday Email - John Prendergast
Thursday Email - John Prendergast
Bridging the Gap is a weekly podcast focused on evolving the wealth management industry.
Each week we look to inspire innovation and continued progression to serve more families via these transformative conversations with leaders both in and out of our industry.
 | Insights on AI and Authenticity with John PrendergastIn the latest Bridging the Gap episode, Matt Reiner and Blueleaf CEO John Prendergast delve into the importance of authenticity in financial advisors' communication. They advocate for leveraging individual strengths, whether in writing, audio, or video, to build genuine client connections. The conversation highlights the challenges of overthinking and the freedom found in shedding self-consciousness to communicate more openly. John emphasizes the fierce competition for client attention in the evolving media landscape and urges advisors to master these platforms for effective engagement. |
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[31:28] Optimize client communication by engaging regularly and considering the context to break through the noise of competing media channels. Traditional advisors should move beyond quarterly reports and scheduled calls to effectively reach clients in today's media landscape.
[44:14] John emphasizes opportunities for incremental improvement in the industry, particularly in leveraging client engagement for new offerings that can coexist with traditional financial planning. It emphasizes the difficulty of replacing existing products and the need to offer something significantly better to motivate change.
The best is ahead!
-Matt