Every Advisor’s Biggest Fear

Posted by John Prendergast

1 min Read

I heard this and it stopped me in my tracks.

To me, it’s every advisor’s secret fear.

I recently had a conversation with a friend about his advisor who said

And what he said got me to pause.

It made me wonder how we show up in our clients’ lives.
Do they get what they need from us.
If not, where do they get it?

I think there’s a silver lining

I think you can fix it.

How are you communicating with your clients?

John is the co-founder and CEO of Blueleaf and is an active startup advisor. He is also an experienced entrepreneur and senior executive. As part of 6 founding teams, he has led the product management, marketing, and finance functions. His background in banking and wealth management has shaped the vision for Blueleaf.

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