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Author: John Prendergast

  1. Defending “Financial Planner”s and Building the 4th Great Profession

    Defending “Financial Planner”s and Building the 4th Great Profession

    • Podcast

    1 min Read

  2. How Financial Advisors Can Leverage Technology To Remove Complexity From Their Clients Lives

    How Financial Advisors Can Leverage Technology To Remove Complexity From Their Clients Lives

    • Podcast

    1 min Read

  3. How AI Will Change the Way You Experience Wealth Management Software

    How AI Will Change the Way You Experience Wealth Management Software

    • Newsroom
    • Views

    1 min Read

  4. How to Design a Great Client Experience – Part I

    How to Design a Great Client Experience – Part I

    • Client Engagement

    7 min Read

  5. John DeVincent Joins Blueleaf Advisory Board

    John DeVincent Joins Blueleaf Advisory Board

    • News
    • Newsroom

    1 min Read

  6. A New Critical Metric for Financial Advisors: Client Engagement

    A New Critical Metric for Financial Advisors: Client Engagement

    • Client Engagement

    8 min Read

  7. SVB Hot Takes and Why Banking as a Service is the Next Frontier for Financial Advisors

    SVB Hot Takes and Why Banking as a Service is the Next Frontier...

    • Podcast

    48 min Read

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