The advisor-client relationship has evolved from the days of an annual face-to-face meeting. Today\u2019s investors expect more communication, and more personalized <\/em>communication, from their financial advisors, who are under pressure to be readily accessible, proactive and well informed at all times.<\/p>\n\n\n\n

This is something that ReachStack\u2019s CMO, Data Scientist, and Advisor Content Strategist Brendan Kenalty understands deeply. \u201cWe need to scale up the communication, so the question becomes, how<\/em> do we do it?\u201d he says.<\/p>\n\n\n\n

In conversation with Beacon Strategies\u2019 Managing Director Chip Kispert on the latest Beacon Flash podcast episode, Brendan shares insights about how communication is transforming the way wealth firms work with their clients.<\/p>\n\n\n\n

He talks about the importance of firms building their relevance using communication in order to grow and scale, touching on three trends that support this:<\/p>\n\n\n\n

1. The shift from do-it-yourself tools to done-for-me services.<\/p>\n\n\n\n

2. Using personalized communication to get in front of clients and increase advisors\u2019 visibility.<\/p>\n\n\n\n

3. Using communication to deliver actionable insights to advisors.<\/p>\n\n\n\n

Brendan and Chip also discuss how advisors can leverage technology and data-driven insights to enhance their performance and deliver superior client service. Many of today\u2019s communication tools incorporate AI-powered content sourcing and automated distribution elements, ideal for the modern advisor-client relationship. <\/p>\n\n\n\n

The question is, are enough firms making the most of this technology?<\/p>\n\n\n\n

As Brendan says, \u201cIt will be interesting to see how we adjust these client and advisor relationships over the next few years.\u201d <\/p>\n\n\n\n

Overview
<\/strong>Advisor Communication (01:24)
Technology Communication Tools (09:29)
Personalized Communication (15:33)<\/p>\n\n\n\n

Resources<\/strong>
Ben Kenalty’s LinkedIn<\/a>
ReachStack’s Website<\/a>
Chip Kispert’s LinkedIn<\/a>
Beacon Strategies’ Website<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

The advisor-client relationship has evolved from the days of an annual face-to-face meeting. Today\u2019s investors expect more communication, and more personalized communication, from their financial advisors, who are under pressure to be readily accessible, proactive and well informed at all times. This is something that ReachStack\u2019s CMO, Data Scientist, and Advisor Content Strategist Brendan Kenalty understands deeply. …<\/p>\n

Beacon Flash: Beyond Numbers: Using Communication to Drive Advisor\/Client Relationships, a Conversation with Brendan Kenalty<\/span> Read More »<\/a><\/p>\n","protected":false},"featured_media":1332,"menu_order":0,"template":"","meta":{"_acf_changed":false,"inline_featured_image":false,"site-sidebar-layout":"default","site-content-layout":"default","ast-global-header-display":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","footnotes":""},"categories":[],"tags":[],"class_list":["post-1239","podcast","type-podcast","status-publish","has-post-thumbnail","hentry"],"acf":[],"_links":{"self":[{"href":"https:\/\/simply-logic.com\/beacon-strategies\/wp-json\/wp\/v2\/podcast\/1239","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/simply-logic.com\/beacon-strategies\/wp-json\/wp\/v2\/podcast"}],"about":[{"href":"https:\/\/simply-logic.com\/beacon-strategies\/wp-json\/wp\/v2\/types\/podcast"}],"version-history":[{"count":1,"href":"https:\/\/simply-logic.com\/beacon-strategies\/wp-json\/wp\/v2\/podcast\/1239\/revisions"}],"predecessor-version":[{"id":1240,"href":"https:\/\/simply-logic.com\/beacon-strategies\/wp-json\/wp\/v2\/podcast\/1239\/revisions\/1240"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/simply-logic.com\/beacon-strategies\/wp-json\/wp\/v2\/media\/1332"}],"wp:attachment":[{"href":"https:\/\/simply-logic.com\/beacon-strategies\/wp-json\/wp\/v2\/media?parent=1239"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/simply-logic.com\/beacon-strategies\/wp-json\/wp\/v2\/categories?post=1239"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/simply-logic.com\/beacon-strategies\/wp-json\/wp\/v2\/tags?post=1239"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}