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Author: John Prendergast

  1. Embrace the Obvious to Counter Confusing Technology, Writes Blueleaf CEO in Advisor Perspectives

    Embrace the Obvious to Counter Confusing Technology, Writes Blueleaf CEO in Advisor Perspectives

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    1 min Read

  2. Growing Your Practice Through Media, Mission, and Client Experience

    Growing Your Practice Through Media, Mission, and Client Experience

    • Podcast

    3 min Read

  3. Introducing Clients to New Technology

    Introducing Clients to New Technology

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    1 min Read

  4. John Prendergast on WealthTech Today: AI Tools to Use Now, the Future of Holistic Advice, and Data Aggregation to Streamline Wealth Management

    John Prendergast on WealthTech Today: AI Tools to Use Now, the Future of...

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    • Podcast
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    1 min Read

  5. International Podcast Day 2023: Top 10 Unforgettable Augmented Advisor Episodes

    International Podcast Day 2023: Top 10 Unforgettable Augmented Advisor Episodes

    • by Advisors
    • Podcast

    3 min Read

  6. Leveraging Technology & AI to Amplify Client Experience

    Leveraging Technology & AI to Amplify Client Experience

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    2 min Read

  7. Digital Engagement Lessons from Netflix & Facebook to Connect With Your Clients

    Digital Engagement Lessons from Netflix & Facebook to Connect With Your Clients

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    1 min Read

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