Posts Tagged ‘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 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 MoreThree Studies Showing Clients Want More Communication
Research: 3 Studies show Clients want more communication from their Advisor By Brendan Kenalty | MBA | CMO ________ Given the connected, information hungry nature of people of all ages now, we’ve pulled together some rather shocking research on state of Advisor Client communication in 2020: In this report we’ve analyzed 3 recent studies to…
Read More