![]() Using personalized communication to get in front of clients and increase advisors’ visibility.ģ. The shift from do-it-yourself tools to done-for-me services.Ģ. 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:ġ. In conversation with Beacon Strategies’ 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. “We need to scale up the communication, so the question becomes, how do we do it?” he says. This is something that ReachStack’s CMO, Data Scientist, and Advisor Content Strategist Brendan Kenalty understands deeply. ![]() Today’s 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. The advisor-client relationship has evolved from the days of an annual face-to-face meeting.
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