Apr 24 2024 45 mins 2
John Prendergast founded Blueleaf, an all-in-one wealth management platform that handles reporting, billing, rebalancing, and practice management while helping advisors connect with and deliver for their clients. John built Blueleaf into a client-centric company that provides direct tech support to advisors and their clients, helping thousands of financial advisors better engage with their clients to build trust and nurture long-term relationships.
In addition to his role at Blueleaf, John hosts The Augmented Advisor podcast, featuring the most successful creators in wealth management. The podcast offers valuable real-world marketing tools and strategies for RIAs, wealth managers, and B/Ds to build an audience, establish a brand, and grow their business. John holds an MBA from Northwestern University's Kellogg School of Management and a BA from Boston College.
In this episode Luis and John discuss:
· How not to be afraid of taking risks as an entrepreneur
· How to test your idea with little investment
· How to be an entrepreneur while being an employee
· The importance of mission and passion while building your business
And much more…..
Resources:
Being an Entrepreneur as an Employee LinkedIn Post
