by Sander Ressler, Managing Partner, Essential Edge & VP, Vidiance LLC
Sagient CEO Paul Karlitz shares how AI can help advisors scale personalized communication without losing authenticity. The article highlights Sagient’s approach to using AI-powered tools and automation to strengthen client engagement, improve efficiency, and create more meaningful advisor-client relationships while keeping the advisor’s unique voice at the center.
Sagient’s Emerging Advisor Development Leader Partnership Program takes a hands-on approach to addressing the industry’s growing advisor shortage. By pairing newer advisors with experienced professionals, the program provides real-world exposure, mentorship, and guidance designed to accelerate development, build confidence, and improve long-term success and retention.
Sagient CEO Paul Karlitz shares how lasting success comes from balancing innovation with enduring values. Drawing parallels to iconic brands that have evolved over time, he explains why firms must embrace change, invest in continuous improvement, and stay true to the client-first principles that define their culture and long-term success.
Sagient advisor Kathleen Adams shares why experience and perspective are critical advantages when helping clients navigate periods of market excitement and uncertainty.
