Shows
Beacon FlashBeacon Flash: Beyond Numbers: Using Communication to Drive Advisor/Client Relationships, a Conversation with Brendan KenaltyThe advisor-client relationship has evolved from the days of an annual face-to-face meeting. 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.This is something that ReachStack’s CMO, Data Scientist, and Advisor Content Strategist Brendan Kenalty understands deeply. “We need to scale up the communication, so the question becomes, how do we do it?” he says.In conversation with Beacon Strategies’ Managing Director Chip Kispert on the latest Beacon Flash podcast episode, Brendan shares insights a...2023-05-2525 min