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How Financial Advisors Can Learn From Startups to Create a Better Client Experience

Mike Langford
Oct 29, 2020

As we discussed in the previous episode of the show, the technology we use in the wealth management industry has had a great influence on how financial advisors serve their clients. Yet one area that still needs a lot of work is the client experience that financial advisors offer.

In this episode of The Modern Financial Advisor Podcast, John Prendergast, CEO of Blueleaf joined me to explore what financial advisors and wealth management firms can learn from startups to create great client experiences for the 2020s and beyond.

HubSpot Video

As I mentioned in the preview video above, you can watch the entire episode of the podcast on YouTube as well. The video is embedded below for your convenience. Make sure you subscribe to the Truelytics YouTube channel!

To listen to the episode simply click play on the audio stream at the top of this post or subscribe on your favorite podcast platform. You can find us on
Apple Podcasts, Spotify, Google Podcasts, Alexa,  SoundCloud, Stitcher, and TuneIn.

Resources Related to this Episode:
Client experience matters. Managing assets and providing solid financial advice is important too, of course, but in today's world your clients primary interaction with your firm is often on their phone or some other screen. Below are a few resources that highlight how individual advisors and firms can improve the quality of the client experience they offer: 

If you have any questions, comments, or even ideas for new episodes, feel free to reach out. If you like what you hear, make sure to subscribe to one of our channels listed above

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