Quaker Wealth Management

CERTIFIED FINANCIAL PLANNER™

Wealth Mgt Mixtape Podcast

Host

WNC Capital Corp

Regional Vice President

LEAF Financial Corporation

Certified Financial Planner™ @ Quaker Wealth Management | Investment Strategies

As a CERTIFIED FINANCIAL PLANNER™ at Quaker Wealth Management, I help clients achieve their financial goals and dreams through personalized and comprehensive financial planning and investment advisory services. I have more than 12 years of experience in the wealth management industry, working with individuals, families, and businesses across various stages of life and financial situations.

In addition to my role as a financial advisor, I am also the host of Wealth Mgt Mixtape Podcast, a platform where I share my insights, perspectives, and stories on topics related to investing, financial planning, and human behavior. I am passionate about educating and empowering people to make informed and confident financial decisions, and to enjoy the journey of wealth creation and management.

Jake Heisler, CFP®

Simplifying Wealth Management for Advisors & Clients. 40M+ client interactions delivered. | Founder Blueleaf | Host of The Augmented Advisor 🎙️

I love to help financial advisors who love their clients and put them first. 

But there's more to it.

The longer story ...

When I was little I wanted to know everything.

Literally.

→ And I'm further away now than I was then.
→ I called it knowing the mind of god.
→ What can I say, I was a weird kid.

I knew it wasn't possible but I did everything and anything to learn.

→ Was an engineering student who took dance classes.
→ Worked as a financial advisor and owned restaurants.
→ Completed $billions in transactions as an Investment Banker.

And I built 5 startups.

→ All that learning and diverse experience taught me
→ Communication and engaging others 
→ Is at the heart of everything.

Especially financial advice. Then 2008 hit and I put it all together to help financial advisors.

My company is called Blueleaf Wealth.

Since then:
→ Worked with 1,000s of advisors
→ Supported 100,000s of their clients
→ Deliver 1,000,000s of messages to clients
→ Created 10,000,000s of client engagements for advisory firms

→ We took communication and engagement 
→ And built it as the foundation of our 
→ Wealth management platform.

Reporting | Billing
Rebalancing | Practice Management
And the most engaging client experience available

All of it helps wealth managers automate and communicate.

If I can help you ...

WORK WITH MY COMPANY ↓
Visit our website: www.blueleaf.com

or drop me a DM

John Prendergast

Lost a $3M client after delivering 25 yrs of great results.

It's going to happen to 90%+ of you.

I was on a call with an advisor last week. He shared this with me. It's too common.

This client was a friend. They'd had many events and meetings and private dinners together.

He knew is wife Bonnie well. She was at a lot of those meetings and some of the other events.

But his client and friend of 25 yrs died.

Personally devastating. 

Once the transfer of control of the $3M was complete she fired him.  

He felt betrayed but here's what he missed...

She told him "I don't really know you. This was always Jim's thing. And I've never understood what you do."

"I need to do this for me."

25 years of great returns
Didn't matter.

Because relationship building stopped at one spouse.

I see this pattern repeat:
→ Advisors focus on the primary client
→ Spouses feel left out of discussions
→ Trust never develops

But the most successful firms we work with:
Include both spouses in every aspect of the relationship
Have individual communication strategies for each person
Make sure everyone feels heard and understood

It's not just higher volume of contact.
It's completely personalized.

That especially includes the communication plan and execution.

See the great advisors I've worked with know, the "client" isn't a single person, it's each family member.
Everything they do is built around that idea.

What steps are you taking to build trust with the whole family?

PS "People don't care how much you know until they know how much you care."
— Theodore Roosevelt

CEO Blueleaf Wealth - Tech & Services for Advisors. | Host of The Augmented Advisor 🎙️| Blueleaf delivers wealth managers an all-in-one platform with an exceptional experience at an exceptional value.

25% more for health insurance this year.
And I'm actually celebrating.

It is completely insane.
Got our renewal notice last week.

20% increase.
Fewer benefits.
I couldn't believe it.

So we did what any rational business would do.

We shopped aggressively.

Contacted every broker. 
Compared every plan. 
Ran the numbers obsessively.

The result?

Nothing was cheaper.

So I talked to my entrepreneur friends.
They're seeing the same thing.

So we kept digging.
And we found something better.

Better for our team at least.

60% reduction in deductible. 
More services with co-pays. 
Just 5% more than our inflated rate.

So we're paying 25% more than last year.
But our team gets dramatically better coverage.
That's the "win" in today's health insurance market.

And it's completely broken.

The math shouldn't work this way.
Worse coverage shouldn't cost 20% more year over year.

This system punishes small businesses.
It punishes people who care about their teams.

Somewhere out there is an entrepreneur who understands this industry from the inside.

Someone who can actually fix this mess.

Whoever you are...
I'm rooting for you.

Because this can't be how it works forever.

How much did your health insurance go up this year?

PS "𝗘𝘃𝗲𝗿𝘆 𝘀𝘆𝘀𝘁𝗲𝗺 𝗶𝘀 𝗽𝗲𝗿𝗳𝗲𝗰𝘁𝗹𝘆 𝗱𝗲𝘀𝗶𝗴𝗻𝗲𝗱 𝘁𝗼 𝗴𝗲𝘁 𝘁𝗵𝗲 𝗿𝗲𝘀𝘂𝗹𝘁𝘀 𝗶𝘁 𝗴𝗲𝘁𝘀." 
- Paul Batalden

Want to double revenue...
Without working a single extra hour?

I've been lucky enough to work with thousands of advisors. I get to see who wins.

Yet, most advisors miss either miss this one key completely or like me, need to continually relearn it.

Maybe it's because we don't 'see" it as a problem to solve.

Decision making.

Wait, isn't that just something we have to do?

It turns out that the most successful advisors eliminate decisions and the resulting decision fatigue.

In other words, they automate decisions.

I watched one advisor transform his practice this year.

While others manually check financial plans and remember client review schedules, top performers set it and forget it.

He automated everything that didn't need a personal touch.
→ All planning and investment management workflows 
(The obvious)
→ Most financial planning reviews and analysis 
(AI game changer)
→ Most personalized client communications
(Biggest client impact)

Then April's tariff chaos hit. Then the 43-day shutdown. Then weeks without economic data.

He was the only one who wasn't exhausted.
Fresh.
Ready.
Present.

Most advisors? Running on empty from a hundred tiny decisions—even before markets entered "extreme fear" territory.

His AUM doubled within 18 months while competitors lost clients to inertia.

Not from working harder.
But from eliminating the mental load that drained energy.

That's the secret few advisors recognize:
Less daily decision-making creates more capacity when clients actually need you.

What routine tasks are stealing your energy from real client conversations?

PS "𝗗𝗲𝗰𝗶𝗱𝗶𝗻𝗴 𝘄𝗵𝗮𝘁 𝗻𝗼𝘁 𝘁𝗼 𝗱𝗼 𝗶𝘀 𝗮𝘀 𝗶𝗺𝗽𝗼𝗿𝘁𝗮𝗻𝘁 𝗮𝘀 𝗱𝗲𝗰𝗶𝗱𝗶𝗻𝗴 𝘄𝗵𝗮𝘁 𝘁𝗼 𝗱𝗼."
— Steve Jobs

Spoke with a $1B+ AUM firm with a new mobile app

Its failure took them by surprise.

6 months after launch, the truth about client experience became clear...

They'd done everything right.

$35,000 in development.
About the same annual commitment.

Beautiful interface.
Push notifications.
Portfolio tracking.

Then they worked 1:1 with nearly every client.

Personal calls.
Hand-holding through downloads.

It worked.

80% of clients downloaded the app.
The team celebrated.

During the rollout it looked promising.
Client used the app, engagement hovered at 40%

The month after rollout was complete, only 15% used it.
The next month (month six) 15%?

Why? the CEO shared the 2 reasons we hear all the time.
They struggled to deliver enough relevant content.

On their own, clients would open the app.
See their balance.
Then close it.

But there was something else.

They observed clients behavior across everything they sent:
Some preferred updates via email.
Some mostly used the web
The 15% preferred mobile.

The CEO said, 
"That's when it hit me.
I use my mobile app, email, my laptop
All before I get into the office
Clients are the same.

They want different channels for different things."

On the go checks on mobile.
Updates via email or mobile notification.
Detailed reviews on desktop.

The consultants told them to go all-in on mobile.
And it failed.

Not because the app was bad.
Because humans don't live in one channel.

The best firms don't bet on one channel.
They meet clients where they actually want to be met.

How many channels are you actually using with clients?

PS "The single biggest problem in communication is the illusion that it has taken place."
— George Bernard Shaw

Of course we're an AI bubble ...
But that doesn't mean what you think.

Yeah, valuations will crash.
Money will be lost.

Some of your favorite AI tools will disappear.

But here's what people forget:
Tech bubbles don't just destroy value.
They build infrastructure.

The dot-com crash killed pets.com and Webvan.

But it left us with:
→ Fiber optic networks
→ Data centers
→ Web protocols
→ Payment systems

All the stuff that made Google, Amazon, and Netflix possible.

The AI bubble is doing the same thing right now.

We're building:
→ Massive compute infrastructure
→ Trained models
→ Integration frameworks
→ AI-native workflows

So will your favorite AI toolmaker go away?
Probably.

But by then the value of AI will have been embedded in everything else.

The bubble isn't the problem.
It's the delivery system.

What future development are you hoping this AI bubble makes possible?

PS "𝗦𝗼𝗺𝗲𝗼𝗻𝗲'𝘀 𝘀𝗶𝘁𝘁𝗶𝗻𝗴 𝗶𝗻 𝘁𝗵𝗲 𝘀𝗵𝗮𝗱𝗲 𝘁𝗼𝗱𝗮𝘆 𝗯𝗲𝗰𝗮𝘂𝘀𝗲 𝘀𝗼𝗺𝗲𝗼𝗻𝗲 𝗽𝗹𝗮𝗻𝘁𝗲𝗱 𝗮 𝘁𝗿𝗲𝗲 𝗮 𝗹𝗼𝗻𝗴 𝘁𝗶𝗺𝗲 𝗮𝗴𝗼."
- Warren Buffett

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The Battle

Jake Heisler, CFP®

John Prendergast

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The Battle

Jake Heisler, CFP®

John Prendergast

Followers

Posts

Engagements

Likes

Performance Score.css-goub6s{font-size:var(--chakra-fontSizes-md);font-weight:500;color:var(--chakra-colors-gray-600);display:block;margin-top:var(--chakra-space-1);}John Prendergast's LinkedIn Performance

Ready to grow your LinkedIn presence?

Performance ScoreJohn Prendergast's LinkedIn Performance