AFO|Wealth Management Forward
Become like Netflix, TikTok & Amazon w/ Advice Engagement
August 09, 2023
In our latest episode, Rory speaks with John Prendergast, CEO of Blueleaf, about the latest in wealth management, behavioral finance, and the future of advice. They highlight the importance of understanding clients' behavior and psychology in wealth m
This podcast is for Accountants and CPAs who are looking to grow their service offerings and capitalize on their clients. We unlock the secrets to success from subject matter experts to help people evolve both personally and professionally. Rob and Rory o
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