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
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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.
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President of Model FA, David DeCelle
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