Top 10 Wealth Management Client Loyalty Leaders to Follow on LinkedIn
The wealth management industry is in constant change.
Building and sustaining client loyalty in this industry is harder than ever.
Financial professionals must seek inspiration from those who exemplify excellence in client relations and advocacy if they want to grow AUM.
Here’s 10 leaders who don’t just manage wealth; but master the art of fostering unwavering client loyalty.
Get to know them and put their advice into practice to increase client advocacy and AUM growth.
10 Wealth Management Client Loyalty Leaders
April Rudin
April is the CEO of The Rudin Group, a global wealth management marketing firm since 2008. She specializes in creating customized and compliant marketing solutions for multi-family offices, wealth management firms, private banks, hedge funds, private equity groups, and other financial services firms that want to be visible in the UHNW/HNW space.
April has expertise in multi-generational strategy, messaging, content creation, social/digital media, PR/media marketing, and UHNW/HNW inbound lead generation.
Key quote:
The lesson for wealth managers is to realize that client service requires more of a collaborative, luxury-driven approach.
Clients want to not only feel that their aspirations are being heard but that their wealth management team is a partner in getting them there and an advisor that can anticipate the client’s needs during that journey.
April Rudin
Key Resource:
What Luxury Brands Can Teach Wealth Management About Client Experience
Antonio Rodrigues
A seasoned leader within Bain & Company Financial Services and Strategy practices, Antonio brings over 30 years of management consulting experience. With a focus on North America and Europe, he provides strategic counsel to business leaders specializing in life insurance, asset/wealth management, and retail banking.
Antonio’s extensive expertise extends to corporate and business unit strategy, customer loyalty, distribution strategy, and merger integration across various financial services sectors.
Key quote:
Improving customer advocacy is good for business.
Customers who say they receive advice from their wealth manager are 44% more likely to be promoters, refer other customers 20% more often, hold a higher share of their assets with their wealth manager, and are 10% points less likely to switch managers.
Antonio Rodrigues
Key resource:
Earning Customer Loyalty in Wealth Management
John Bowen
John is the CEO of CEG Worldwide and CEG Insights and a leading wealth management coach. He guides advisors to excellence, focusing on clarity, client experiences, and cultivating wealthy client pipelines. With expertise in joint ventures and a merger with Spectrem Group, he provides cutting-edge strategies.
Formerly a CEO and financial advisor, John tripled assets at Assante Capital Management to $25 billion. An influential thought leader with 20 books, he shapes the future of wealth management through contributions to Financial Advisor Magazine.
Key quote:
HNW clients expect more from their financial advisors than standard investment advice.
They seek insights and solutions tailored to their unique financial situations and life goals in areas such as wealth preservation, growth strategies, tax optimization, and bespoke investment options.
John Bowen
Key resource:
Client Loyalty And Why Affluent Clients Sack Advisors
Jim Marous
Internationally recognized for a decade as a top 5 influencer in banking, Jim is a distinguished keynote speaker, co-publisher of The Financial Brand, owner and publisher of the Digital Banking Report, and host of the acclaimed retail banking podcast Banking Transformed.
Renowned for his insights into digital transformation within the financial services industry, Jim has garnered media attention from major outlets like CNBC, BBC, CNN, The Wall Street Journal, New York Times, The Financial Times, and The Economist.
A sought-after speaker, Jim has provided advisory expertise on banking policy to the White House.
Key quote:
Generative AI represents the vanguard of experience personalization.
Human-like language models can create boundless volumes of customized conversations, educational explanations, marketing messages, and advisory recommendations tailored to individual financial contexts, profiles, goals, and knowledge levels.
They bring relevance at speed and scale.
Jim Marous
Key resource:
Unlocking the Promise of AI for Loyalty in Banking
Nicky Senyard
Nicky is the CEO and Founder at Fintel Connect. She has cultivated a career marked by commercial success and the establishment of a collaborative business culture. Over a 15-year span, Nicky organically developed a market-leading business, simultaneously shaping a niche industry through innovation and leadership.
With Fintel Connect, her mission is to revolutionize performance marketing in the fintech sector. Her focus is on delivering enhanced transparency and scalability and fostering unprecedented growth.
Key quote:
Gen Z are looking to make moves with their money earlier than ever, and financial institutions that can be there to win their business early can also be there when Gen Z think about starting a business, applying for their first mortgage, financing their wedding, and looking at education savings for their first child.
Nicky Senyard
Craig Guillot
Craig is a business writer based in New Orleans. He specializes in technology and writes about IoT, cybersecurity, and SaaS, primarily in the verticals of retail, manufacturing, financial services, and healthcare. He also enjoys covering economic development and global trade.
Craig works with companies like Microsoft, Samsung, McKinsey, Intel, National Retail Federation, JPMorgan Chase, Coupa, The Financial Brand, Chief Executive Network, and the American Institute of Internal Auditors. He has also written for business publications such as The Financial Brand, Entrepreneur, Wall Street Journal, and Risk & Insurance.
Key quote:
Today’s most robust automation solutions are designed to help financial services organizations get time back to focus on strategic and growth-oriented initiatives in a competitive industry. These types of solutions are needed more than ever.
Craig Guillot
Key resource:
How Banks Can Unlock the Complete Value of Automation
Joe Welu
Joe is the CEO and Founder of Total Expert. He is driven by a focus on innovation and continual improvement. As the dedicated CEO, he has devoted his career to staying ahead of industry trends and delivering exceptional value to customers.
With expertise spanning digital transformation in financial services, SaaS/Fintech, sales and marketing leadership and strategy, customer loyalty, as well as real estate and mortgage lending, he brings a comprehensive skill set to his leadership role.
Key quote:
Banks and credit unions have been accumulating technology tools to better understand people, track transactions, and communicate with more precision.
But the goal of a singular relationship with each consumer cannot be realized if employees have to negotiate with colleagues in different departments for a report or data access.
And from the consumer side, it doesn’t feel connected if they’re receiving offers for a mortgage they already have, or a customer service employee is unaware of their pending loan application.
Joe Welu
Bijon Mehta
Bijon is the Global Head of Financial Services at Twilio. He has over 25 years of financial services experience in capital markets and banking, financial technology, digital product development across capital markets/payments, and enterprise software sales.
His enterprise technology GTM sales experience includes both SaaS and API businesses across content management, collaboration, communications, and CDPs (customer data platforms). Bijon is an active member of the global fintech community both as an Advisor to startups and as the founder of the Association of FinTech Professionals.
Key quote:
The challenging economic environment is an opportunity for financial services to reinvent how they connect with their customers and implement new operating models to establish consumer trust and build efficiencies along the path to recovery.
Cloud technology empowers financial services companies to develop and embed scalable customer engagement channels for remote service, omnichannel communications, and digital journeys.
Bijon Mehta
Key resource:
How Digital Communications Build Loyalty for Financial Institutions
Emily Steele
Emily is the President & COO of Savana. She has over 20 years of expertise in financial services, GTM, operations, compliance, and more to assist banks in streamlining operations, providing consistent consumer experiences, and alleviating the historical risks and fears associated with digital transformation.
Actively involved with global thought leaders, financial services industry consultants, and technology innovators, she is at the forefront of defining and implementing high-performance digital end-to-end banking technology.
Key quote:
Being digital end-to-end allows banks and credit unions to work easily with fintech firms, regtech organizations, and other third parties to provide a level of service that will impress consumers and build loyalty.
In return, these consumers become brand champions, telling friends about easy-to-use services, innovative solutions, and highly personalized products.
Emily Steele
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