Table of Contents
Weekly Digest: November 11th
Leveraging Generative AI for Client Services and Efficiency
Advisors are increasingly exploring generative AI to enhance both client services and operational efficiency. Action! magazine’s latest issue covers how firms are integrating AI to streamline operations and improve client engagement through personalized digital experiences. Advisors are encouraged to consider compliance when implementing AI tools, as regulatory bodies closely monitor this emerging technology
Implementing Workflows to Enhance Scalability
Effective workflow implementation is emerging as a priority, with many firms adopting standardized processes to scale operations and improve efficiency. Insights from SEI’s Advisor Summit highlight the benefits of robust CRM integration and process automation. Advisors are advised to consider designing workflows that allow for appropriate delegation, freeing up time for high-value client interactions
Emphasizing Marketing as a Growth Driver
The need for effective marketing strategies is more critical than ever, with industry leaders recommending an increased focus on client referrals and digital outreach. New data from Ensemble Practice suggests that firms investing more heavily in marketing see faster growth, yet many advisors still underinvest in this area. Strategic actions, such as organizing client events and utilizing digital marketing, can foster organic growth
