Jan 19 2024 45 mins
How generative AI could transform your practice.
In this episode, Laura Gregg and David Partain talk with John Prendergast, co-
founder and CEO of Blueleaf. John puts the strengths (and shortcomings) of
generative AI into context for advisors – and suggests how this “lazy intern” should
be managed.
John discusses:
● What generative AI is, how it evolved, and what it’s capable of
● Some concerns and potential risks associated with generative AI in financial
services
● Why advisors need to learn about generative AI before using it with clients
● And more
Resources:
● FlexShares Exchange Traded Funds
● The Augmented Advisor
● How Financial Advisors Are Leveraging Outsourcing And What The SEC Has
To Say About It
● The New York Times: Artificial Intelligence
● ChatGPT
● The Imitation Game
Connect With John Prendergast:
● Blueleaf
● LinkedIn: John Prendergast
Connect With Laura Gregg:
● [email protected]
● Laura Gregg’s LinkedIn
Connect With David Partain:
● [email protected]
● David Partain’s LinkedIn
About Our Guest:
John Prendergast 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.