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

Posted by John Prendergast

1 min Read

In This Episode

Ryan George, CMO of Docupace made an astute observation that “the industry has let the complications of the wealth management experience flow down to the client experience unnecessarily” and in this episode John Prendergast and Mike Langford joined him in-person for a conversation to unpack that assertion. The trio also dove into several ways that financial advisors can leverage technologies, including emerging AI tools like ChatGPT and Google’s Bard, to improve their clients’ wealth management experience.

Resources From This Episode:

  • The Surprising Value of Personal Advice – Episode 7 of the Augmented Advisor Podcast featuring an in-depth interview with Kieran Bol from PriceMetrix by McKinsey on the state of the wealth management industry.
  • RIA Productivity Suite – John and Ryan dove into the benefits of systematizing the workflow of an RIA as a key mechanism for improving the wealth management experience for advisors and their teams.

John is the co-founder and CEO of Blueleaf and is an active startup advisor. He is also an experienced entrepreneur and senior executive. As part of 6 founding teams, he has led the product management, marketing, and finance functions. His background in banking and wealth management has shaped the vision for Blueleaf.

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