MFA 144 - SN - Stop Living in Fear: 3 Ways Advisors Can Take Risks Without Failure with John Prendergast

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.

This episode is sponsored by our friends at YCharts. Save the date for January 25th because YCharts will be hosting a must-attend webinar covering economic forecasts, key industry shifts, and potential market drivers that financial advisors should be aware of in 2024. Whether you're a seasoned pro or just starting out, you'll leave this webinar with actionable strategies for leveraging YCharts tools to not only navigate but succeed in the changing market dynamics. Register now to secure your spot and get 15% off your initial YCharts Professional subscription when you start your free YCharts trial and tell them I sent you (new customers only)."

Webinar Registration Link: https://ycharts.zoom.us/webinar/register/7917042231712/WN_92f-BawaS428Cs9TlHYBvg

Connect with John:

• Website: https://www.blueleaf.com
• Email: [email protected]

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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Our Team:

President of Model FA, David DeCelle

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