EP 144 | Stop Living in Fear: 3 Ways Advisors Can Take Risks Without Failure with John Prendergast

01.16.24 | 0 Market Scale Uncategorized

John Prendergast, Founder & CEO of Blueleaf and Co-host of the Augmented Advisor Podcast joins us for episode 144 of the Model FA Podcast!

John Prendergast, founder and CEO of Blueleaf joins us to discuss how advisors can engage clients through 52 personalized touch points per year without being annoying. John explains how Blueleaf’s technology helps automate interactions to free up time for human moments. We chat about striking a balance between service and experience models. John stresses facing fears like asking for feedback to innovate. David shares a story of getting 15 glowing reviews overnight. Throughout, they emphasize treating AI like an intern to enhance workflows without replacing human judgment. Overall, the episode provides insights into deepening client relationships through frequent personalized engagement.

“I think you’re creating an opportunity for a lot of small touchpoints, with your clients that start to educate them about their money, and the way it changes over time.” – John Prendergast

This week on The Model FA Podcast:

  • Introducing John Prendergast, founder and CEO fo Blueleaf
  • Client engagement and AI in financial advising.
  • The importance of experience in financial planning.
  • Personalized financial updates and their impact on client trust.
  • Personalized financial planning and automation.
  • Personalizing client interactions for financial advisors.
  • Client reviews and their impact on financial advisors.
  • Overcoming fear and innovating in business and financial services.
  • Taking bold actions, learning from failures, and deepening client relationships.
  • AI use in financial advisor marketing and content generation.
  • Storytelling and AI in advisor-client interactions.

Connect with John:

About the Model FA Podcast

The Model FA podcast is a show for fiduciary financial advisors. In each episode, our host David DeCelle sits down with industry experts, strategic thinkers, and advisors to explore what it takes  to build a successful practice — and have an abundant life in the process. We believe in continuous learning, tactical advice, and strategies that work — no “gotchas” or BS. Join us to hear stories from successful financial advisors, get actionable ideas from experts, and re-discover your drive to build the practice of your dreams. 

Did you like this conversation? Then leave us a rating and a review in whatever podcast player you use. We would love your feedback, and your ratings help us reach more advisors with ideas for growing their practices, attracting great clients, and achieving a better quality of life. While you are there, feel free to share your ideas about future podcast guests or topics you’d love to see covered. 

Our Team:

President of Model FA, David DeCelle

If you like this podcast, you will love our community! Join the Model FA Community on Facebook to connect with like-minded advisors and share the day-to-day challenges and wins of running a growing financial services firm.