AdvisorStream has become an integral part of our marketing strategy. It allows us to connect across generations of clients, stay top of mind, and deliver timely targeted messaging that strengthens relationships.
President, Financial Security Officer, Summit Private Wealth Inc. Branch Owner, Portfolio Manager, Private Wealth Manager, Mandeville Private Client Inc.
Challenge
Gene Kim serves high-net-worth clients across different generations, life stages, and languages, making one-size-fits-all communications ineffective.
Managing personalized communications manually meant spending hours segmenting clients, selecting content, and handling compliance reviews. The process consumed more than 10 hours each week.
At the same time, Gene needed to connect with both existing clients and the next generation set to inherit their wealth, each with different expectations and communication preferences.
The challenge was clear: deliver meaningful, relevant communication at scale without overwhelming the team or sacrificing time better spent building client relationships and growing the business.
Only 26% of advisors are meeting client expectations on expected communication frequency.
Gene's Results
Consistent Client Engagement Without the Workload
Weekly touchpoints to 100% of clients and prospects. +10 hours of weekly admin work eliminated.
Compliant Marketing at Scale
Integrated workflows transformed compliance from gatekeeper to partner. Marketing deploys faster, stays compliant.
Speak Their Language
Engage French Canadian clients with culturally relevant French content that makes communications feel more personal and authentic.