The New Equation in Financial PR
New York, NY, Seattle, WA
Joined August 2016
- Tweets1K
- Following749
- Followers727
- Likes1.1K
Kath is all of us watching Caitlin & The Fever 🏀
#caitlinclark #indianafever #wnba #superfans #supermoms #gohawks
The dreamlike photos that changed the world’s imagination of Black Brazil wapo.st/4aP1RPQ Magnificent
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Our guest this week, @johnprendergast, founder and CEO of @blueleaf, combines digital engagement with a strong service model, showcasing the value an advisor brings. Client attraction, conversion, retention and building wallet share are the result. spoti.fi/3HrT75K
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Joe Duran has secured $250m in financing for his new RIA minority investing venture from private equity firm Charlesbank Capital Partners: citywire.com/ria/news/joe-du…
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Client engagement is at the core of expanding the advisor/client relationship. How can advisors build engagement? Our guest this week @johnprendergast, CEO of @blueleaf, pioneered the thinking around the digital engagement model for financial advisory. spoti.fi/3HrT75K
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Blueleaf's CEO, John, wrote a fantastic article sharing how he thinks about product design. Designing a product to be obvious for users isn't easy!
Read it here: bit.ly/3FH9WIW #fintech #wealthtech #UX #design
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Our CEO, John Prendergast, sat down with WealthTech Today host @craigiskowitz to discuss data aggregation as a service and how it will be the future of holistic data advice.
Listen to the full episode: bit.ly/46AxKKu
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Our latest guest Dawn Dahlby, President and Founder of @ReleveFinancial, shared brilliant insight into how she built her firm and brand by leveraging media and creating engaging video content.
Listen here: bit.ly/3GmsO0d
#podcast #wealthmanagement
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#Advisors, how can you differentiate yourselves in a saturated market?
Dawn Dahlby, President and Founder of @ReleveFinancial, has done a superb job building her brand and shared countless great tips in this episode!
Listen to the full episode: bit.ly/3N5J4GG
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Aggregation without the aggravation.
Blueleaf directly services end clients, uses multiple aggregators for better institution coverage, and adds UX that simplifies held-away connections.
Learn more about our award-winning product: bit.ly/45xwLsZ
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🌟 Partner Spotlight 🌟
@WeAreIncomeLab's mission is to revolutionize retirement planning using advanced research combined with real-time asset monitoring and management. We have integrated with IncomeLab to avoid manual entry and make financial planning easier for #advisors.
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Ease of use is a way of life at Blueleaf, for you and for your clients.
Learn more about our client engagement solution: bit.ly/46vpL10
#wealthmanagement #UX #fintech #wealthtech
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It's the engagement economy. People judge the services they use by how engaged they are with that service.
Engaging your clients is more critical now than it has ever been. Learn how Blueleaf can help: bit.ly/46ySRfM
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This is why we love our customers! We love to hear what brings James Lee ✨ joy✨
Spending on software helps enhance the service that you're providing your clients.
Learn more about Blueleaf: bit.ly/3FqBB0K
#wealthmanagement #financialadvisors
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Advisors are in the tricky position of needing to connect with clients, while also sometimes needing to confront unpleasant truths about their financial lives.
@sagemoney gives us a masterclass on balancing honesty and warmth.
standarddeviationspod.com/ep…
@orionwealthtech
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Happy #MotivationMonday! We're sharing this fantastic quote from our CEO, John, as a reminder to create a break for yourself to gain a better perspective.
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It's the engagement economy. People judge the services they use by how engaged they are with that service.
Engaging your clients is more critical now than it has ever been. Learn how Blueleaf can help: bit.ly/46ySRfM