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Author: John Prendergast

  1. 4 Ways You’re Losing Credibility With Bad Design

    4 Ways You’re Losing Credibility With Bad Design

    • Communicating with Clients
    • Marketing & Growth

    4 min Read

  2. The Ultimate Lesson for Effective Client Meetings

    The Ultimate Lesson for Effective Client Meetings

    • Communicating with Clients

    2 min Read

  3. I can run my advisory business from anywhere. Here’s how I roll…

    I can run my advisory business from anywhere. Here’s how I roll…

    • by Advisors
    • Simpler Process
    • Technology

    11 min Read

  4. NPR Exposes How These Americans Really Feel About Retirement Planning and Why

    NPR Exposes How These Americans Really Feel About Retirement Planning and Why

    • Communicating with Clients

    6 min Read

  5. 19 Ways To Describe Aggregation Without Saying The Word

    19 Ways To Describe Aggregation Without Saying The Word

    • Communicating with Clients
    • Ideas
    • Technology

    3 min Read

  6. The Most Effective Schedule I’ve Had In Two Years and Why There’s Nothing Like It

    The Most Effective Schedule I’ve Had In Two Years and Why There’s Nothing...

    • Ideas

    3 min Read

  7. The Two Emails That Save Me Hours Of Work And Build Client Relationships Right

    The Two Emails That Save Me Hours Of Work And Build Client Relationships...

    • by Advisors
    • Communicating with Clients

    4 min Read

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