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Advisors who use Financial Literacy as way to qualify prospects & identify which clients to focus on see significant business impact. By Brendan Kenalty.
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.
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.
Teaching Personal Finance & Investing at an early age has tremendous benefit for individuals. See the impact Financial Education can have. By Brendan Kenalty.
See 4 practical examples of how increasing an individual’s Financial IQ directly impacts their Net Worth. By Brendan Kenalty.
Here are 4 practical examples of how increasing each client’s Financial Literacy creates value for Financial Advisors. By Brendan Kenalty.
See 3 ways Financial Advisors are now using ChatGPT to make Client communication easier, efficient and impactful. By Brendan Kenalty.
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.
Imagine the revenue impact for Wealth Management industry of having every American more knowledgeable about their financial situation, and increasing their level of participation.
Book Review: 5 stars for The Ascendant Advisor, an actionable
