Advisors often focus on attracting new clients, but the real magic lies in creating lasting relationships through exceptional experiences. Are you treating your clients like “raving fans”? In this episode of the Full Advisor Coaching Podcast, Kristin Harad, alongside her guest John Prendergast, co-founder and CEO of Blueleaf, get excited about the power that comes from focusing on client engagement and satisfaction. John shares insights on tackling the common challenge that many advisors face—the reluctance to run their business at the expense of client relationships—by employing strategic automation and personalized touchpoints that deepen client engagement and free up valuable time.
Kristin and John discuss:
- The significance of implementing a “Netflix playbook” for a superior client experience
- Understanding the role of automated client engagement in boosting your practice
- Exploring the consequences of passive versus active client communication
- The importance of transparent service updates in cultivating trust and loyalty
- And more!
Connect with Kristin Harad:
- LinkedIn: Kristin Harad, CFP®
- FullAdvisorCoaching.com
- X: KristinHarad
- Email: kristin@fulladvisorcoaching.com
- Schedule a Conversation with Kristin
Connect with John Prendergast:
About our Guest:
John Prendergast is a co-founder of Blueleaf Wealth and is an active startup advisor. He has served as a board member and advisor for venture-backed and bootstrapped companies and has guided them to increased valuations and successful exits for their teams and investors. He is also an experienced entrepreneur and senior executive. His background in banking and wealth management has shaped the vision for Blueleaf.
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