Latest / The Efficient Advisor: Tactical Business Advice for Financial Planners
136: Leveraging Technology and AI for Amplifying Your Client Experience Process w/ John Prendergast
Can you imagine the power that technology and artificial intelligence hold for the future of financial advising? We're bringing you an exhilarating conversation that peels back the layers of this fascinating subject. Our special guest, John Pendergast, CEO of Blue Leaf, provides a wealth of wisdom on how financial advisors can leverage digital magic to transform client engagement. John unravels how the perfect balance of contact and the use of technology can revolutionize the client-advisor relationship. We also delve into how to create a comprehensive, immersive client experience that goes…
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