Posts Tagged ‘Brendan Kenalty’
How 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…
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