Posts by Brendan Kenalty
Financial Literacy is the new prospecting qualifier for Advisors.
Advisors who use Financial Literacy as way to qualify prospects & identify which clients to focus on see significant business impact. By Brendan Kenalty.
Read MoreFresh Finance ReachStack partnership now provides more Intelligent, Efficient and Impactful Communication for Financial Advisors.
Press Release – Fresh Finance & ReachStack partner to add new analytics, AI & intelligence into communication service for Wealth Managers.
Read MoreHow to use Financial Education to build Math skills and Client relationships.
By providing Financial Education as a service for their Client’s families, Advisors are turning generational Wealth Transfer from a risk into a growth opportunity. By Brendan Kenalty.
Read MoreFinancial Education – How Advisors win the great Wealth Transfer.
By providing Financial Education as a service for their Client’s families, Advisors are turning generational Wealth Transfer from a risk into a growth opportunity. By Brendan Kenalty.
Read MoreUnleash the Impact of Financial Literacy: See the Value of Teaching Personal Finance & Investing at an Early Age
Teaching Personal Finance & Investing at an early age has tremendous benefit for individuals. See the impact Financial Education can have. By Brendan Kenalty.
Read MoreUnlocking Wealth: 4 Ways Financial Literacy Drives Personal Net Worth
See 4 practical examples of how increasing an individual’s Financial IQ directly impacts their Net Worth. By Brendan Kenalty.
Read MoreThe Power of Financial Literacy: Enhancing Client Value for Wealth Management Firms.
Here are 4 practical examples of how increasing each client’s Financial Literacy creates value for Financial Advisors. By Brendan Kenalty.
Read MoreNews Release: ReachStack launches AI powered Sales Intelligence for Wealth Management
News Release: ReachStack launches AI powered Sales Intelligence fas AUM growth tool for Wealth Management firms
Read More3 ways Advisors are using ChatGPT to make Client communication easy and efficient.
See 3 ways Financial Advisors are now using ChatGPT to make Client communication easier, efficient and impactful. By Brendan Kenalty.
Read MoreFinancial Advisor Client communication has big impact new studies show.
A must read for Financial Advisors. See 4 key takeaways from new studies by YCharts and Smart Asset on impact of Client communication in Wealth Management. It turns out communication has BIG impact on a Financial Advisor’s business.
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