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

6 mo. ago "We're building our own CRM." $11B RIA CTO
We just reconnected... Wow. Just wow.

Working prototype in weeks. Custom fields. Automated workflows.
"This is going to save us $200K a year."

Leadership was electric. The team was all in.
Version one? Magic.

5 advisors testing, loved it.

Then they tried to build the production version.

They updated password reset. Broke login entirely. 
Nobody could log in for a day.

They added access controls. 
One advisor got locked out of their own book. 
Another could see accounts that weren't hers.

They Loaded their full client data. 
System slowed to a crawl. Barely usable.

Every fix created two new problems.

Three months in, the CTO I'd talked to was barely sleeping.
That's when he called a consultant.

The consultant's estimate to fix it?
$200K. Just to start.

The same $200K they thought they were saving.

"We didn't build a product," he told me. "We built a liability."

They went from prototyping to building. Then from building to firefighting. 

Then from firefighting to shopping for vendors again.

I've watched this play out four times in the 6 months.

Here's what gets me. This CTO had built software before. Talented team. Sharp leadership. These aren't people who make dumb decisions.

But AI and the pundits who have never built real software make the first 20% feel so easy that even experienced technologists misjudge the other 80%.

The prototype is never the product.

Your advantage doesn't come from owning a codebase.
It comes from how well you serve clients.

What mirages have you found in all the AI washing out there?

PS "𝗔𝗹𝗹 𝘁𝗵𝗮𝘁 𝗴𝗹𝗶𝘁𝘁𝗲𝗿𝘀 𝗶𝘀 𝗻𝗼𝘁 𝗴𝗼𝗹𝗱." 
-Shakespeare, The Merchant of Venice

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.

I never had a resume this beautiful and impressive. And certainly not at 22 coming out of college. I'm so proud of Fiona Prendergast

If you're looking for a 4.0 GPA double major in CS and Robotics Engineering who already has commercial applications in production and knows agentic engineering inside and out, reach out to her.

Software and Robotic Systems Engineer | CS & Robotics Student at WPI

I've been spending a lot of time building out my portfolio site lately and I'm really happy with where it's at. It covers some of my projects from internships, coursework, and personal builds, including robotics, mobile apps, and full-stack web work. There's also a web version of my resume that's easy to browse (and download, if you know someone who should see it 😄). 

Take a look if you're curious: https://lnkd.in/e9diDASm

I've got a few more things to share soon too.

taplio

The Battle

Jake Heisler, CFP®

John Prendergast

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taplio

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