Tag: Client Retention
The Power of Investing in Client Experience with John Prendergast (Ep. 21)

The Power of Investing in Client Experience with John Prendergast (Ep. 21)

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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: 

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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The Story Your Data Tells with Erica Pauly (Ep. 20)

The Story Your Data Tells with Erica Pauly (Ep. 20)

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Tracking and learning from data might seem intimidating, but it holds the insights that can propel your growth.  

What if instead of fearing it, you looked at the story your data tells? 

In this episode of Full Advisor Coaching, Kristin Harad sits down with Erica Pauly, founder of Track That Advisor, to explore how understanding and leveraging measurements can help you achieve your goals. With a focus on growth strategies for financial advisors, Erica reveals how to make tracking fun and valuable, digging into the metrics that matter and how they can help you create version 2.0 of your RIA.

Discover how to be the protagonist in your data story and harness the power of numbers to inform your business development efforts, increase efficiency, and enhance your client experience.

Kristin and Erica discuss: 

  • Measurements such as stick rates, close rates, and average case sizes 
  • The importance of follow-up and how timely communication shifts the outcome of the prospect story
  • Defining who a qualified lead is to ensure effective use of marketing resources, especially across teams
  • Strategies for engaging existing clients and generating revenue through client referrals
  • How to use data to make informed decisions about hiring, marketing, and pricing
  • And more!

Resources:

Connect with Kristin Harad: 

Connect with Erica Pauly:

About our Guest: 

Erica Pauly graduated from Colorado State University with a Bachelor’s Degree in Rhetoric and Composition. She is an avid runner who enjoys running half marathons and the occasional full marathon. She resides in Gilbert, AZ with her husband (Brent) of 15 years, son (Triston), and daughters (Fiona and Eden).

When she’s not staring at and analyzing data sheets, she can be found outside while homeschooling her three children. She believes that nature and literature are the best teachers of all and that play, wonder, and curiosity are the baseline to growth understanding, problem-solving, and work ethic (after all, that’s how Track That Advisor began in the first place…a healthy dose of wonder and curiosity). The Paulys are active members of their local church and have a huge heart for missions, both overseas and local.

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