{"id":7188,"date":"2025-01-20T17:09:05","date_gmt":"2025-01-20T17:09:05","guid":{"rendered":"https:\/\/www.blueleaf.com\/blog\/introducing-clients-to-new-technology\/"},"modified":"2025-01-20T17:09:07","modified_gmt":"2025-01-20T17:09:07","slug":"introducing-clients-to-new-technology","status":"publish","type":"post","link":"https:\/\/www.blueleaf.com\/blog\/introducing-clients-to-new-technology\/","title":{"rendered":"Introducing Clients to New Technology"},"content":{"rendered":"\n<p> Blueleaf CEO John Prendergast has helped thousands of advisors integrate new technology into their practice. In this article for <em>Advisor Perspectives<\/em>, John shares his tips for introducing new technology to clients.\u00a0\u00a0<\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p>\u00a0\u00a0\u201cToo often, advisors don\u2019t think through the stages of introducing new technology. Either they assume it will be a nightmare and never start. Or they assume it will be easy, and they\u2019re unprepared for built-in challenges. Planning for both the rollout and ongoing support will ensure the process is as smooth as possible and the work is minimized.\u201d<\/p>\n<\/blockquote>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><a href=\"https:\/\/www.blueleaf.com\/wp-content\/uploads\/2025\/01\/1_tight_shot_john_3-1.jpg\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/www.blueleaf.com\/wp-content\/uploads\/2025\/01\/1_tight_shot_john_3-1.jpg\" alt=\"\" class=\"wp-image-6146\" style=\"width:241px;height:251px\" width=\"241\" height=\"251\"\/><\/a><\/figure>\n\n\n\n<p>Read the full article:&nbsp; <a href=\"https:\/\/www.advisorperspectives.com\/articles\/2023\/10\/11\/introduce-new-technology-clients\">How to Introduce Clients to New Technology<\/a> in <em>Advisor Perspectives<\/em>.<\/p>\n\n\n\n<p>Read John\u2019s other articles in <em>Advisor Perspectives<\/em>:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/www.advisorperspectives.com\/articles\/2023\/07\/26\/facebook-engagement-economy-prendergast\">Welcome to the Engagement Economy&nbsp;<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.advisorperspectives.com\/articles\/2023\/04\/18\/the-transformative-power-of-ai\">The Transformative Power of AI&nbsp;<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.advisorperspectives.com\/articles\/2023\/03\/22\/can-technology-make-you-happy\">Can Technology Make You Happy?<\/a><\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Blueleaf CEO John Prendergast has helped thousands of advisors integrate new technology into their practice. In this article for Advisor Perspectives, John shares his tips for introducing new technology to clients.\u00a0\u00a0 \u00a0\u00a0\u201cToo often, advisors don\u2019t think through the stages of introducing new technology. Either they assume it will be a nightmare and never start. Or&#8230;<\/p>\n","protected":false},"author":2,"featured_media":7190,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"content-type":"","om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"_uf_show_specific_survey":0,"_uf_disable_surveys":false,"footnotes":""},"categories":[30,139],"tags":[61,37,59,62,51],"class_list":["post-7188","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-newsroom","category-views","tag-advisor-tips","tag-client-communication","tag-client-service","tag-communication","tag-financial-advisor"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/posts\/7188","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/comments?post=7188"}],"version-history":[{"count":0,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/posts\/7188\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/media\/7190"}],"wp:attachment":[{"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/media?parent=7188"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/categories?post=7188"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/tags?post=7188"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}