Show notes
Clients are bombarded with investment information 24/7. How can advisors make sure their messaging is getting through? John Prendergast, founder of Blueleaf, joins The Advisor Journey for a wide ranging discussion about his experience building wealth management software, the problems advisors face as they scale, and how to manage client relations amid a noisy media environment. ABOUT ALTRUIST: We’re on a mission to make financial advice better, more affordable, and more accessible to everyone...

