John Prendergast's Linkedin Analytics

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