Where Relationships Meet Tech: Balancing Automation and Human Connection

In this conversation, Mike Jones discusses the importance of personalizing client communication, especially when introducing new service lines. He emphasizes the need for authenticity and relational messaging, cautioning against relying solely on generic templates provided by tools like ChatGPT and Copilot. Instead, he advocates for practitioners to infuse their unique insights and knowledge about their clients into the messaging to foster stronger relationships. Guest: Mike Jones | Kindred BD Host: Cassy Clayman | Topel Forman