Over the last 5 years he has launched and built two highly successful businesses (p.s. his wife Pema Sherpa is also a speaker). He has delivered hundreds of keynote presentations, presented in front of 10,000s of financial advisors, and worked with the top companies across financial services. His client roster includes working with organizations such as John Hancock, Fidelity, Columbia Threadneedle, Voya Financial, Charles Schwab, Edward Jones, LPL Financial, Manulife, and Mackenzie Investments as well as working with top financial advisors and financial services sales leaders.
Brendan has taken 10 years of setbacks, challenges, and successes and distilled them into simple yet powerful lessons that will help any financial services professional unlock their true potential.
Brendan and Pema call Brooklyn home. Although, they’ve been known to travel the world while serving their clients virtually, living in Costa Rica and Mexico City. Outside of work, Brendan’s an enthusiastic runner (completing the Boston & NYC marathons), personal growth guru, hip-hop junkie, and practicing meditator.
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