He built his own successful business remotely by using tools such as Zoom, WebEx, ConvertKit and LinkedIn. Now, Brendan teaches advisors how to seamlessly enter the digital age through live workshops, webinars and group coaching programs.
Brendan is proud to work with many of the prestigious firms in the industry on both the asset manager side and in the broker / dealer community, consulting on topics such as LinkedIn selling, conducting premium virtual meetings (Zoom/WebEx), and modernizing financial advisor websites. He has worked with companies such as Ameriprise, LPL, UBS, Edward Jones, John Hancock, Columbia Threadneedle, Fidelity, Prudential, Morgan Stanley, Wells Fargo & more.
A year into Brendan’s business, his partner, Pema Sherpa – who was an entrepreneur in her own right – began to work within the financial services community as well. Pema helps salespeople and financial advisors reach peak performance through mindfulness
Brendan and Pema now work together in serving clients throughout the US and the world.