The Advisor Journey
The Advisor Journey
Altruist
Helping Clients Ignore the Noise with John Prendergast
34 minutes Posted Nov 6, 2024 at 4:00 pm.
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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...