Financial Education Archives

Financial Literacy is the new prospecting qualifier for Advisors.

By Brendan Kenalty | February 26, 2024 |

advisors benefit from clients with higher financial literacy

Advisors who use Financial Literacy as way to qualify prospects & identify which clients to focus on see significant business impact. By Brendan Kenalty.

How to use Financial Education to build Math skills and Client relationships.

By Brendan Kenalty | October 16, 2023 |

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.

Financial Education – How Advisors win the great Wealth Transfer.

By Brendan Kenalty | July 19, 2023 |

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.