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Podcast: The Uncertainty E.D.G.E.
Episode: How to Engage Clients 150 Times a Year: Strategies from John Prendergast
Description: Episode #32: How to Engage Clients 150 Times a Year: Strategies from John PrendergastSummaryIn this episode of The Future-Ready Advisor, Sam Sivarajan speaks with John Prendergast, founder and CEO of Blue Leaf, a pioneering wealth management software firm that's reshaping client engagement. John shares his unique career journey and insights on using technology to enhance client experiences, offering a fresh look at what it means to be truly client-centered. This conversation dives into actionable strategies for increasing touchpoints, implementing a "noisy service" approach, and creating engagement loops that make clients feel connected, understood, and valued...