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Author: John Prendergast

  1. A Huge Pool of Investors Won’t Trust Financial Advisors Until We Do This

    A Huge Pool of Investors Won’t Trust Financial Advisors Until We Do This

    • by Advisors
    • Communicating with Clients
    • Ideas

    7 min Read

  2. “I’m not your father’s financial planner” and other ways Sophia stands out

    “I’m not your father’s financial planner” and other ways Sophia stands out

    • by Advisors
    • Marketing & Growth

    6 min Read

  3. The ‘Unpopular’ Sharing Method That Gets More Eyes On My Blog

    The ‘Unpopular’ Sharing Method That Gets More Eyes On My Blog

    • by Advisors
    • Marketing & Growth

    4 min Read

  4. My Client Died and One Simple Question From His Family Changed My Business

    My Client Died and One Simple Question From His Family Changed My Business

    • Communicating with Clients
    • Marketing & Growth

    4 min Read

  5. 7 Terms Advisors Use That Make Clients Go “Huh?”

    7 Terms Advisors Use That Make Clients Go “Huh?”

    • Communicating with Clients

    6 min Read

  6. 3 Financial Advisors Who Are Going Paperless and Why

    3 Financial Advisors Who Are Going Paperless and Why

    • Ideas
    • Simpler Process
    • Technology

    3 min Read

  7. Bernie Clark Calls on RIAs to Embrace New Technology

    Bernie Clark Calls on RIAs to Embrace New Technology

    • Ideas

    4 min Read

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