• Advice Architects Ep.7 - Personalized Engagement: Talking to Clients in Their Language, with April Rudin

  • Mar 7 2023
  • Durée: 33 min
  • Podcast

Advice Architects Ep.7 - Personalized Engagement: Talking to Clients in Their Language, with April Rudin

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  • Résumé

  • Personalization is one of the most important trends in wealth advisory today. Clients increasingly expect their services to be personalized, customized and tailored to their unique needs because so many of the other technology driven services they consume are already doing this. Segmenting clients by age, gender or virtually any other demographic category and then assuming every individual in those groups wants to receive the same type of communication, at the same frequency, on the same channel, no longer cuts it. In this episode, we talk with influential marketer, April Rudin, about the personalization of wealth advisory services and how advice providers can and should be communicating with their clients.

     
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