Shows
Clean Energy Industry NewsClean Energy Resilience Amid Shifting Policies and Market PressuresOver the past 48 hours, the clean energy industry has experienced a flurry of developments reflecting both resilience and new market pressures. In the United States, sky-high energy demand forecasts have sparked urgent calls for streamlined permitting and innovative partnerships. Experts at a Congressional expo report that data center demand could triple by 2030, amplifying the need for expanded renewables, transmission, and grid upgrades. The American Clean Power Association confirms that 45 new renewable manufacturing facilities have opened this year, with nearly 190 more underway, yet manufacturers remain wary as tariff uncertainties cloud future investment.Major deals continue to reshape the sector...
2025-08-2103 min
Full Advisor Coaching - The PodcastThe Power of Investing in Client Experience with John Prendergast (Ep. 21)Advisors often focus on attracting new clients, but the real magic lies in creating lasting relationships through exceptional experiences. Are you treating your clients like “raving fans”? In this episode of the Full Advisor Coaching Podcast, Kristin Harad, alongside her guest John Prendergast, co-founder and CEO of Blueleaf, get excited about the power that comes from focusing on client engagement and satisfaction. John shares insights on tackling the common challenge that many advisors face—the reluctance to run their business at the expense of client relationships—by employing strategic automation and personalized touchpoints that deepen client engagement and free up valuab...
2024-11-1341 min
Startup DadHelping Kids Discover Passions Without Pushing Too Hard | Carlo Navarro (Dad of 5, Fractional Exec)Carlo Navarro is a former marketing leader turned fractional executive and the owner of the @StartupDad instagram handle (I’m jealous!). He’s been a mentor in the Chicago startup scene via 1871 and a marketing director and sales leader at companies like Blueleaf, Carrum Health, Pandora and more. He’s also a husband and the father of five (!) kids. In our conversation today we discussed:* Helping your kids discover their passions and dreams* Avoiding the temptation to push your kids to live your idealized version of life* Navigating complex health issues in a large...
2024-11-0757 min
The Advisor JourneyHelping Clients Ignore the Noise with John PrendergastClients are bombarded with investment information 24/7. How can advisors make sure their messaging is getting through? John Prendergast, founder of Blueleaf, joins The Advisor Journey for a wide ranging discussion about his experience building wealth management software, the problems advisors face as they scale, and how to manage client relations amid a noisy media environment.ABOUT ALTRUIST:We’re on a mission to make financial advice better, more affordable, and more accessible to everyone. Altruist is an all-in-one platform built exclusively to help RIAs start, run, and grow their practices. Our platform saves you time an...
2024-11-0634 min
Entrepreneurs Exposed“Blue” Ocean StrategyJohn Prendergast is the CEO and Co-Founder of Blueleaf Wealth an all-in-one wealth management platform with best-in-class client and advisor experience. In addition to leading the organization, he’s also the host of The Augmented Advisor podcast; a board member and advisor to numerous start ups, and a content creator on YouTube. Today, John and I talk about his journey building Blue Leaf, as well as his coloured background as an entrepreneur having built 5 startups across different industries. Learn more about your ad choices. Visit megaphone.fm/adchoices
2024-10-1432 min
Modern Financial AdvisorA New Unified Managed Account Platform That Makes It Easy For Financial Advisors To Customize and ScaleKatie Hendricks, Vice President and Director of Asset Allocation Research at Dimensional Fund Advisors, joins Mike Langford to discuss the firm's newly unveiled UMA platform, which provides access to personalized and tax-efficient investment solutions.
Sponsored By:
PodBox - Help your guest sound their best on your podcast, webinar, or important Zoom call with a PodBox microphone setup.
Resources Mentioned In This Episode:
Planning for Charitable Giving - Katie mentioned how UMAs are great tools for helping clients plan for charitable giving. Learn more about Donor Advised...
2024-09-1235 min
Proximocast: Industry newsProximocast: Industry News - 12 AugustThis week, our team takes us through top global stories, highlighting:
60MW Tunisian solar plants receive funding package
Aegis team to support Moroccan rail expansion
ACCIONA Energia awarded Croatian CfD
Alastair Shields appointed CFO of Queequeg Renewables
All-island review of Irish rail published
Alstom seeks buyer for Gorlitz factory
Atlas ups offer for Millicom
Aypa secures funds for Kuna BESS
Brazil supports completion of Transnordestina freight line
Blueleaf achieves financial close for Indian hybrid project
Make sure to mark your calendars for Proximo Africa, Agency, Energy & Infrastructure Finance 2024 on 29-30 October in Cape Town. This u...
2024-08-1208 min
Build a Better Financial FutureBecoming Your Own Boss with John PrendergastJohn 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...
2024-04-2445 min
FutureProof Advisor PodcastInsights on AI and Authenticity with John PrendergastIn the latest episode of Bridging the Gap, Matt Reiner welcomes guest John Prendergast, CEO of Blueleaf, podcast host, and CEO of talking about media & tech in wealth management. Jump into a compelling discussion on the importance of authenticity in professional communication. Both Matt and John agree that advisors should utilize their strengths, be it writing, audio, or video, to foster genuine connections with clients. Diving into the challenges advisors face, they highlight the trap of overthinking and the liberation found in shedding self-consciousness to communicate more freely. With media evolving rapidly, John points out the fierce competition for...
2024-02-2150 min
BIP Chat with Penny Power OBEBIP Chat with Adrian Lomas - Helping you get what you want from your business with EOSPenny chats to Adrian Lomas, the former founder and CEO of Digital Agency Blueleaf, now a Professional EOS implementer. If you’re hitting the ceiling with your business and don’t know how to break through, you need to listen in as Adrian will chat with Penny and Thomas and share ideas to help you to focus on three things Vision:helping your team get to being 100% on the same page with where you’re going and how you plan to get there.Traction:Instilling discipline and accountability throughout your organization so that no...
2024-02-0127 min
Financial Advisor – The Flexible AdvisorEp 103: Meet Your New Intern: Generative AI – With John Prendergast
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) ofgenerative AI into context for advisors – and suggests how this “lazy intern” shouldbe 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 financialservices● Why advisors need to learn about generative AI before using it with clients● A...
2024-01-1945 minCOVID – 19 – The Flexible AdvisorEp 103: Meet Your New Intern: Generative AI – With John Prendergast
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) ofgenerative AI into context for advisors – and suggests how this “lazy intern” shouldbe 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 financialservices● Why advisors need to learn about generative AI before using it with clients● A...
2024-01-1945 minPractice Management – The Flexible AdvisorEp 103: Meet Your New Intern: Generative AI – With John Prendergast
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) ofgenerative AI into context for advisors – and suggests how this “lazy intern” shouldbe 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 financialservices● Why advisors need to learn about generative AI before using it with clients● A...
2024-01-1945 minAdvisors – The Flexible AdvisorEp 103: Meet Your New Intern: Generative AI – With John Prendergast
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) ofgenerative AI into context for advisors – and suggests how this “lazy intern” shouldbe 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 financialservices● Why advisors need to learn about generative AI before using it with clients● A...
2024-01-1945 minFinancial Advisors – The Flexible AdvisorEp 103: Meet Your New Intern: Generative AI – With John Prendergast
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) ofgenerative AI into context for advisors – and suggests how this “lazy intern” shouldbe 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 financialservices● Why advisors need to learn about generative AI before using it with clients● A...
2024-01-1945 minBusiness Planning – The Flexible AdvisorEp 103: Meet Your New Intern: Generative AI – With John Prendergast
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) ofgenerative AI into context for advisors – and suggests how this “lazy intern” shouldbe 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 financialservices● Why advisors need to learn about generative AI before using it with clients● A...
2024-01-1945 min
The Advisor Lab by CIONEpisode 137: Innovating Advisory Practices: A Comprehensive Digital Client Engagement ModelWe welcome John Prendergast, co-founder and CEO of BlueLeaf. John created BlueLeaf with the vision of making an environment that allows the advisor to be fully appreciated by their clients. The best ideas are simple in articulation and complex in execution, and John gets into how they solved for that. We dive into what this means now - and in an AI-driven future.
2024-01-1933 min
Model FA PodcastStop Living in Fear: 3 Ways Advisors Can Take Risks Without Failure with John PrendergastMFA 144 - SN - Stop Living in Fear: 3 Ways Advisors Can Take Risks Without Failure with John Prendergast John Prendergast, Founder & CEO of Blueleaf and Co-host of the Augmented Advisor Podcast joins us for episode 144 of the Model FA Podcast! John Prendergast, founder and CEO of Blueleaf joins us to discuss how advisors can engage clients through 52 personalized touch points per year without being annoying. John explains how Blueleaf's technology helps automate interactions to free up time for human moments. We chat about striking a balance between service and experience models. John stresses facing fears...
2024-01-161h 07
The MAP RoomAdrian Lomas - Founder of BlueleafThe MAP Room returns for Series 2 with host Stuart Brown joined by Adrian Lomas, Founder of Blueleaf and Professional EOS Implementer. In this heartfelt and emotional episode, Adrian and Stuart touch on overcoming the obstacles and challenges of growing a business, taking personal responsibility at the top despite outside factors and the power of rewriting your values.For more information on MAP, visit wearemap.co.uk or follow @WeAreMAP_ on socials Hosted on Acast. See acast.com/privacy for more information.
2023-11-031h 04
WealthTech TodayEp. 205: Data Aggregation as a Service: The Future of Holistic Advice with John Prendergast, BlueleafThe post Ep. 205: Data Aggregation as a Service: The Future of Holistic Advice with John Prendergast, Blueleaf appeared first on and was written by Craig Iskowitz.
Come on in and sit back and relax. You’re listening to Episode 205 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news and analysis on the trends and best practices, all about wealth management technology. My guest for this episode is John Prendergast, […]
The post Ep. 205: Data Aggregation as a Service: The Future of Holistic Advice with John Pr...
2023-10-1200 min
The Augmented AdvisorHow Financial Advisors Can Grow Faster and Provide Better Service By Looking Beyond Their Local NetworksJulie Pinkerton, CEO and Founder of ClientFirst by Evozen noticed a couple of trends that have likely affected your business in the recent years. First, clients are moving to other parts of the country well before their retirement years. This wave of movement has created interesting challenges for financial advisors looking to continue to serve these clients to the fullest.
Second, the demographics of the average financial advisor’s client roster is changing rapidly. For many clients, this means their financial needs and experience preferences are likely different from those the advisor has served in the past.
2023-08-1751 min
AFO|Wealth Management ForwardBecome like Netflix, TikTok & Amazon w/ Advice EngagementIn our latest episode, Rory speaks with John Prendergast, CEO of Blueleaf, about the latest in wealth management, behavioral finance, and the future of advice. They highlight the importance of understanding clients' behavior and psychology in wealth management and how contextualizing information can lead to better client outcomes. Find out what John has learned from the over 100 million interactions with clients and how he you can leverage the digital blueprint of TikTok, Facebook, and Netflix to stay top of mind with clients. John shares a personal story of starting his first business, a Boston Chicken franchise, and how it...
2023-08-1039 minThe Augmented AdvisorEngaging Clients By Building An Innovative Experience Using Purposeful DesignH. Adam Holt, CEO and Founder of Asset-Map is not the first financial advisor to have had an epiphany that led to a revamped approach to how we worked with his clients. But, he just might be the guy who's quest to design a client experience that led to the most meaningful impact for the wealth management industry to date.
As you'll hear in this episode of the podcast, Adam and his team at Asset-Map have made a key discovery about the business of wealth management. We are in the "process as a service" business. Financial advice...
2023-07-2056 minAdvisors – The Flexible AdvisorEp 96: Reaching and Retaining Next-Generation Investors – with Ryan George
The rapid expansion of social media and artificial intelligence within the financial services space holds undeniable implications for the advisor/client dynamic – particularly when it comes to young investors.
Ryan George, Chief Marketing Officer at Docupace, shares insights from his firm’s recent white paper — Five Ways to Capitalize on the Changing Attitudes of American Investors. Laura Gregg talks with Ryan about the needs, approaches, and attitudes of younger investors in today’s environment, and how best to engage, serve, and retain them as clients.
Ryan discusses:
Why digitization and one-to-one planning and advice must co-ex...
2023-06-2929 minFinancial Advisor – The Flexible AdvisorEp 96: Reaching and Retaining Next-Generation Investors – with Ryan George
The rapid expansion of social media and artificial intelligence within the financial services space holds undeniable implications for the advisor/client dynamic – particularly when it comes to young investors.
Ryan George, Chief Marketing Officer at Docupace, shares insights from his firm’s recent white paper — Five Ways to Capitalize on the Changing Attitudes of American Investors. Laura Gregg talks with Ryan about the needs, approaches, and attitudes of younger investors in today’s environment, and how best to engage, serve, and retain them as clients.
Ryan discusses:
Why digitization and one-to-one planning and advice must co-ex...
2023-06-2929 minBusiness Planning – The Flexible AdvisorEp 96: Reaching and Retaining Next-Generation Investors – with Ryan George
The rapid expansion of social media and artificial intelligence within the financial services space holds undeniable implications for the advisor/client dynamic – particularly when it comes to young investors.
Ryan George, Chief Marketing Officer at Docupace, shares insights from his firm’s recent white paper — Five Ways to Capitalize on the Changing Attitudes of American Investors. Laura Gregg talks with Ryan about the needs, approaches, and attitudes of younger investors in today’s environment, and how best to engage, serve, and retain them as clients.
Ryan discusses:
Why digitization and one-to-one planning and advice must co-ex...
2023-06-2929 minFinancial Advisors – The Flexible AdvisorEp 96: Reaching and Retaining Next-Generation Investors – with Ryan George
The rapid expansion of social media and artificial intelligence within the financial services space holds undeniable implications for the advisor/client dynamic – particularly when it comes to young investors.
Ryan George, Chief Marketing Officer at Docupace, shares insights from his firm’s recent white paper — Five Ways to Capitalize on the Changing Attitudes of American Investors. Laura Gregg talks with Ryan about the needs, approaches, and attitudes of younger investors in today’s environment, and how best to engage, serve, and retain them as clients.
Ryan discusses:
Why digitization and one-to-one planning and advice must co-ex...
2023-06-2929 minPractice Management – The Flexible AdvisorEp 96: Reaching and Retaining Next-Generation Investors – with Ryan George
The rapid expansion of social media and artificial intelligence within the financial services space holds undeniable implications for the advisor/client dynamic – particularly when it comes to young investors.
Ryan George, Chief Marketing Officer at Docupace, shares insights from his firm’s recent white paper — Five Ways to Capitalize on the Changing Attitudes of American Investors. Laura Gregg talks with Ryan about the needs, approaches, and attitudes of younger investors in today’s environment, and how best to engage, serve, and retain them as clients.
Ryan discusses:
Why digitization and one-to-one planning and advice must co-ex...
2023-06-2929 minCOVID – 19 – The Flexible AdvisorEp 96: Reaching and Retaining Next-Generation Investors – with Ryan George
The rapid expansion of social media and artificial intelligence within the financial services space holds undeniable implications for the advisor/client dynamic – particularly when it comes to young investors.
Ryan George, Chief Marketing Officer at Docupace, shares insights from his firm’s recent white paper — Five Ways to Capitalize on the Changing Attitudes of American Investors. Laura Gregg talks with Ryan about the needs, approaches, and attitudes of younger investors in today’s environment, and how best to engage, serve, and retain them as clients.
Ryan discusses:
Why digitization and one-to-one planning and advice must co-ex...
2023-06-2929 minThe Augmented AdvisorHow Financial Advisors Can Leverage Technology To Remove Complexity From Their Clients LivesRyan 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...
2023-06-1544 minThe Augmented AdvisorDefending “Financial Planner”s and Building the 4th Great ProfessionJames Lee, the new President of the Financial Planning Association (FPA) explains why financial planners are the 4th great profession alongside doctors, lawyers, and clergy. James talks about his advocacy for of financial planning and specifically mounting a legal defense of the term “financial planner”. He talks about his own values and practice led him down this path. And he shares his vision for the future of the profession. If you’re a financial planner, I think you’ll agree James is exactly who you want advocating for you.
Resources From This Episode:
Lee Investme...
2023-04-2847 minThe Augmented AdvisorSVB Hot Takes and Why Banking As A Service Is The Next Frontier For Financial AdvisorsScott Wetzel, CEO of SkyView Partners and SKYVIEW 1 and Jason Henrichs, CEO of Alloy Labs Alliance and host of the Breaking Banks podcast share how RIAs and independent financial advisors are gaining access to banking solutions for their clients that were previously only available via wirehouse advisors.
The rise of banking as a services for financial advisors holds immense promise for enhancing the wealth management experience for clients.
Jason and Scott also shared their thoughts on the failure of Silicon Valley Bank (SVB) and what it means... or doesn't mean for banking solutions offered to...
2023-03-2349 minThe Augmented AdvisorHow Broker-Dealers Can Create The Best Wealth Management Experience For Financial AdvisorsTammy Robbins, EVP and Chief Business Development Officer at Cambridge Investment Research shares how the landscape has changed for independent broker-dealers and the financial advisors they serve. The needs of today’s advisors and their clients have evolved dramatically in the past decade requiring broker-dealers to become more flexible and nimble in their approach to business.
Other Resources Mentioned
Tammy Robbins on The Modern Financial Advisor Podcast - Leadership During Our New "Work From Home" RealitySeniors Use Of Online Banking - As John mentioned, 72% of people age 70 and older say they use online banking.
2023-02-2342 minThe Augmented AdvisorAvoiding Compliance Headaches The New SEC Rule Changes Will Create For Financial AdvisorsIvan Barretto, Founder and Managing Director of RIA Compliance Concepts shares how financial advisors and RIA firms should adapt to the new SEC rules on "Outsourcing By Investment Advisors" and "Cybersecurity Risk Management". As a former regulator, Ivan explains what to expect should the SEC or a state regulator decide to audit your financial advisory firm.
Resources Mentioned In This Episode
How Financial Advisors Are Leveraging Outsourcing And What The SEC Has To Say About It - In this episode of the Augmented Advisor, Laura Gregg from FlexShares ETF shares insights about advisors' use...
2023-02-0952 minThe Augmented AdvisorHow Financial Advisors Are Leveraging Outsourcing And What The SEC Has To Say About ItJust about every independent financial advisors and RIA outsources some of their business activities. For instance, very few serve as their own custodian or brokerage.
But as Laura Gregg and her team at FlexShares ETFs outline in their latest survey titled "The Race to Scalability 2022 - Current Insights from 12 years of Advisor Research on Investment Management Trends", advisors are outsourcing other core business functions as well.
And while the trend toward leveraging outsourced providers to open up new doors for better client service and increase wallet share is gaining steam with financial advisors, the SEC...
2022-12-1550 minThe Augmented AdvisorBehind The Creation Of A Digital Investing Platform For RIAsLive From RIA Summit 2022 with John Guthery, CFA and Peter Brittain of FushionIQ.
Today's clients demand a digital experience from their RIAs that rivals that of the largest retail wealth management firms while offering the while glove approach the expect of a boutique shop.
Hear how FushionIQ was born out of one firm's desire to deliver on this promise for their own clients.
Other Resources Mentioned In This Episode:
How Personalized Portfolios Powered By A.I. and Machine Learning Are Helping Advisors Attract Millennial and Gen-Z Investors - Runik Mehrotra and...
2022-11-2315 minThe Augmented AdvisorCarl Richards Lessons From Deep Thinking About Financial Planning, Wealth Management and Working With ClientsThis is a fascinating conversational journey that ranges from using Michael Kitces as a verb to leveraging deep empathy and the “righteous tricks” to help clients. Carl Richards shares some of his deep thinking about real financial planning, wealth management and working with human beings and their money to help them accomplish what’s important to them.
Core Topics Covered In This Episode
Making the abstract concreteWords (and shared meaning) matter - the different meanings of ExposureDeep empathy and the “righteous tricks” to help clientsMoney, meaning and real financial planning (aligning your use of capital wi...
2022-11-1858 minThe Augmented AdvisorWhy RIAs Need To Protect, Preserve, and Defend The Fiduciary StandardLive From RIA Summit 2022 with Knut Rostad, Co-founder and President of The Institute For The Fiduciary Standard.
The Fiduciary Standard is the bedrock of the RIA business model. Yet as Knut shared with John Prendergast and Mike Langford, the very concept of a fiduciary is under attack and at risk of losing its relevance if RIAs do not defend it aggressively.
Other Resources Mentioned In This Episode:
The Future of Financial Advice: A Bird’s Eye View With The NAPFA CEO - Knut mentioned the great work that NAPFA is doing to support RIAs. Ch...
2022-11-1727 minThe Augmented AdvisorHow RIAs Can Use Technology To Leverage Their Strengths And Mitigate Their WeaknessesLive From RIA Summit 2022 with Aaron Klein, Co-Founder and CEO of Riskalyze.
Aaron joined John Prendergast and Mike Langford for an expansive conversation about the inflection points that lead to the innovations advisors rely on today and those that are set to propel the innovations of the future.
Aaron also shared some details about the plans for rebranding Riskalyze as the company looks to grow beyond the perception that they are only "risk tolerance questionnaire" provider.
Also mentioned in this episode is a conversation John and Mike had with Kieran Bol from PriceMetrix...
2022-11-1431 minThe Augmented AdvisorLive From RIA Summit 2022 With Jeff Benjamin and Chuck FaillaJeff Benjamin, Senior Columnist at Investment News and Chuck Failla, Founder and CEO Sovereign Financial Group joined John Prendergast and Mike Langford from RIA Summit 2022 in Boston for a fascinating conversation about the current state and future of the RIA business.
This is the first in a series of bonus episode recorded at RIA Summit 2022.
2022-11-0930 minThe Augmented AdvisorThe Trend Toward The Personalization Of Investing At ScaleEpisode Guests:
Katie Hendrix, Senior Researcher and Vice President at Dimensional Fund AdvisorsShawn Jaberzadeh, Vice President at Dimensional Fund Advisors
Historically, it has been incredibly labor intensive for financial advisors to deliver bespoke investment management to their clients. Until recently, even large companies like Dimensional Fund Advisors (DFA) required a minimum account balance of $20 million for their separate managed account (SMA) offering.
However, advances in technology and a shift in demand from clients has led DFA to create a solution that is set to democratize SMAs for the average investor.
You can learn m...
2022-10-2046 minThe Augmented AdvisorInvesting During A Period Of Volatility And DisruptionMichael Lane, Head of US Wealth Advisory at iShares by BlackRock shares his unique perspective and insights on how financial advisors can better serve their clients during this time of high inflation, increased market volatility, and great uncertainty.
The core of Michael’s approach is simple… and that’s just what we need in this uncertain time. Clients will tell you who they are and what they need if you approach them with the right mindset. From there you will likely discover not only how to help your clients more effectively, but also a new world of opport...
2022-08-1156 minThe Augmented AdvisorServing the Family: How Financial Advisors Can Attract Extended Family and Retain Heirs as ClientsAndrew Crowell, Vice Chairman, Wealth Management, D.A. Davidson & Co explains that the path to growth and long-term success for most financial advisors is sitting right in front of them. The children, grandchildren, and other members of the extended families of your clients are the surest path to growing a thriving business.
In this episode, Andrew shares several strategies and simple techniques that financial advisors can use to attract and retain new business sourced from the family networks of your existing client roster.
2022-06-1649 minThe Augmented AdvisorHow Financial Advisors Can Leverage Self Directed IRAs to Deliver True Holistic Advice And Get PaidHenry Yoshida, CEO of Rocket Dollar shares the untapped potential of self-directed IRAs for today’s financial advisor. While most advisors are aware that self-directed IRAs exist, relatively few are leveraging them to help their clients invest in the growing universe of alternative assets such as crypto, NFTs, angel investments in startups, real estate, or… wait for it…. COWS!
In this episode, you will learn how easy it is to set up and manage a self-directed IRA for your clients and how to get paid for the new wealth management offering.
2022-05-1952 minThe Augmented AdvisorHow Delivering Services Beyond Financial Advice Can Help You Grow And Retain Your Client BaseLacy Garcia, Founder and CEO of Willow offers some brilliantly simple ideas for financial advisors looking to grow their business while securing the legacy of the firm they have built to date. By going beyond financial advice and creating new, opportunities for your clients, prospects, and referral partners to interact, Lacy says you can create a unique, growth-oriented community that will thrive for generations to come.
2022-04-2147 minThe Augmented AdvisorNew Account Aggregation Approaches Are Creating Fantastic Opportunities For Financial AdvisorsYour ability to deliver high-quality financial advice to your clients depends greatly on the completeness and quality of the information you have about their financial lives. As Jason O’Shaughnessy, Head of International Business at Envestnet | Yodlee explains, the Open Finance movement is creating new opportunities for financial advisors and clients alike.
Once a clunky and manual process, account aggregation is now moving to a system that is more reliable and more accurate. And this same connectivity, made possible by companies like Envestnet | Yodlee is opening the door for new services.
2022-03-2446 min
Expounded UniverseExpounded Universe 203 – I, Blueleaf Myself
https://systemmastery.files.wordpress.com/2022/03/expounded-universe-203-i-blueleaf-myself.mp3
I looked at how the book was and realized this first person gimmick was going to wear out its welcome sooner rather than later, even if the book makes it work a little. I just don’t have that tendency to self-narrate, and also there aren’t any sexy people in my editing space for me to describe at length every time I see them. For now, we’ll soldier on, as the Exar Kun investigation begins and a round of guests and new students begin to arrive.
2022-03-111h 07The Augmented AdvisorHow Personalized Portfolios Powered By AI And Machine Learning Are Helping Financial Advisors Attract Millennial And Gen-Z InvestorsYounger investors are critical to the future of your business as a financial advisor. According to our guests, Runik Mehrotra and Samir Vasavada, Co-Founders of Vise, members of the Millennial and Gen-Z generations are set to inherit $68 trillion in the coming years while they also build their own wealth. Yet, these younger investors have dramatically different expectations than their Gen-X and Boomer counterparts.
In this episode of The Augmented Advisor Podcast, we hear how the team at Vise is leveraging artificial intelligence and machine learning to help advisors build hyper-personalized portfolios for their clients.
2022-02-2448 minThe Augmented AdvisorUnderstanding The Economic Impacts of The PandemicJohn Merante, Chief Economist at SkyView Partners offers a deep dive into the economic impact of the COVID-19 pandemic. What happened? How the U.S. Government responded? And what does this all mean for financial advisors and their clients?
2022-01-211h 01The Augmented AdvisorHow Financial Advisors Can Use Behavioral Finance To Grow Their Business And Better Serve Their ClientsDan Egan, Director of Behavioral Finance and Investing at Betterment explains how financial advisors can leverage new strategies to grow their business. John, Mike, and Dan tackle things like the Impact of free financial products and services on the wealth management industry and how it affects the end client. They also attempt to answer the burning question of "If a computer does it... can we call it financial advice?"
2021-12-1651 minThe Augmented AdvisorHow To Drive High Quality Investment Returns By Aligning Client Values And ESG Investing StrategiesESG investing isn't just for Hippies and Gen-Z. It's about driving returns and growing your practice.
James Katz, CEO of Humankind Investments and Nick Cantrell, Founder of Green Future Wealth Management discuss all things ESG. Studies indicate that ESG investing themes are growing in importance to your clients, even if they haven't said anything to you.
But why? And how do you go about offering ESG investments "the right way" to your clients?
2021-12-0257 minThe Augmented AdvisorYour Financial Advisory Business Is Undervalued - Here's Why! And How To Fix ItIn this episode, Ian Karnell from Truelytics shares how financial advisors and RIAs can discover hundreds of thousands of dollars of unrealized value in their business by taking a few simple steps.
2021-11-2455 minThe Augmented AdvisorThe $20 Trillion Opportunity in Wealth Management - The Rise of Women as The Primary Controllers of Wealth.Laura Gregg, Senior Vice President, and Director of Practice Management & Advisor Research at Northern Trust’s FlexShares ETFs for a deep dive on the rising importance of women for the wealth management industry.
2021-11-1845 minThe Augmented AdvisorHow Artificial Intelligence Has Uncovered New Investing Signals - And How You and Your Clients Can Take Advantage Of ThemJamie Wise, Founder of BUZZ Holdings breaks down how he and his team are using machine learning and artificial intelligence to analyze investor sentiment shared on Twitter, StockTwits, and other online forums for the creation of a new large-cap, stock index that has outperformed the S&P 500 since inception.
2021-11-1158 minThe Augmented AdvisorHow To Build a Flexible Wealth Management Business That Supports Your Lifestyle and Unlocks GrowthDerek Notman from Conneqtor talks about how the pandemic unlocked new business models like remote, virtual, and distributed practices that can both make your life better and turbocharge your ability to grow.
2021-11-0456 minThe Augmented AdvisorBuying or Selling a Wealth Management Business: You Have More Options Than You May ThinkAaron Hasler and Scott Wetzel, from SkyView Partners, join John and Mike to explore the current landscape for mergers and acquisitions for RIAs and independent financial advisory businesses.
2021-10-2851 minThe Augmented Advisor'Beyond Good' Wealth Management: How Being Mission Driven and Tech Forward Can Dramatically Grow Your BusinessTheodora Lau (Theo) and Bradley Leimer, authors of the book "Beyond Good - How Technology Is Leading A Purpose-Driven Business Revolution" share how wealth managers can grow our industry by widening and deepening our pool of potential clients through the use of technology and thinking more broadly.
Theo and Bradley are also the co-founders of Unconventional Ventures, a boutique consulting firm focused on helping companies improve systemic financial wellness.
2021-10-2159 minThe Augmented AdvisorWealth management through the pandemic: The surprising value of personal advice.Kieran Bol, Head of Platform Operations at PriceMetrix by McKinsey shares lessons from the company's data on 70,000 advisors.
Learn how our industry has fared through the pandemic. How advisors are growing (or not) and where value is actually being created for clients.
Read a summary of the firm's 2020 State of North American Retail Wealth Management report.
2021-10-1454 minThe Augmented AdvisorThe (Good) Robots Are Coming! How AI and Automation Are Helping Wealth Management Businesses Like Yours Today.Matt Reiner, CEO of Benjamin joins John Prendergast and Mike Langford to explore how financial advisors can leverage AI-powered tools and automated solutions to save time and expand their ability to serve clients.
Advisors and their staff spend so much time on repetitive tasks that can easily be automated today. Seemingly simple things scheduling a meeting with a client or a prospect actually take a lot more time and effort than we think. In this episode, we discuss how to augment your advisory business with tools designed to free you and your team up from the mundane.
2021-10-0753 minThe Augmented AdvisorHow Capital Gains Tax Rate Increase May Affect Business Owners (Including Financial Advisors)Dave Hinnenkamp, CEO of BerganKDV joins John Prendergast and Mike Langford to explore the proposed changes to the Federal capital gains tax rate and how these changes might affect your clients and the climate for mergers and acquisitions for RIAs and independent financial advisors.
2021-09-3044 minThe Augmented AdvisorThe Future of Financial Advice: A bird's eye view with the NAPFA CEOChanges in business models, technology, and demographics are shaping the future of wealth management right now. Hear from Geof Brown, CEO of NAPFA on how these 3 forces are combining to shape the future of the wealth management business and create new opportunities.
2021-09-2353 minThe Augmented AdvisorHow Financial Advisors Can Explain Cryptocurrency and Blockchain to Their ClientsChances are your clients have asked you what you think about Bitcoin, Ethereum, NFTs, or the blockchain at one point in the past few years. And if they haven't... they will soon.
In this episode of the podcast, Ambre Soubiran, CEO of Kaiko and one of the world's leading authorities on cryptocurrency markets joins Mike Langford and John Prendergast for a deep dive on crypto and the blockchain. They'll talk about what these things mean and how to explain it so you'll sound like the smartest person in the room.
2021-09-0157 minThe Augmented AdvisorHow to Design and Build a Fully Remote Financial Advisory BusinessThe remote work and work-from-home trends seem to be here to stay. But, for many financial advisors, the shift happened abruptly with the COVID-19 pandemic and resulted in a crazy mess of thrown-together solutions.
Jason Park of Margo Park Financial, however, designed his business to operate in a fully remote fashion from day one. And that, as they say... has made all the difference.
2021-08-261h 04The Augmented AdvisorIntroducing Blueleaf and The Augmented AdvisorJohn Prendergast, CEO of Blueleaf, and Mike Langford sit down to share the origin story of how (and why) John founded Blueleaf and explore the concept of The Augmented Advisor.
2021-08-2632 min
Modern Financial AdvisorHow Financial Advisors Can Learn From Startups to Create a Better Client ExperienceJohn Prendergast, CEO of Blueleaf joins Mike Langford to explore the origin story of the company and share how financial advisors can learn from the lean startup process to create better client experiences.
2020-10-2753 min
The Home Geeks PodcastUtilizing the Equity You Have Built Up in Your Home (with Josh Hayden)In this episode, Josh Hayden from Blueleaf Lending to talk about Equity and how it can be utilized to your advantage. Some of the topics we get into are;
1) What is Equity and how do you calculate it?
2) What is the difference between Refinancing and taking a Home Equity Line of Credit?
3) What should determine which one you use to tap into your Equity?
4) What can you use a Cash Out Refinance For?
If you wish to learn more about Josh Hayden of Blueleaf Lending or just follow him...
2020-04-0600 min
(Archived) ATP5-27-18 A Retirement Plan, Not Just Retirement AccountsInvestment Advisors John Conley and Ryan Marston explain the importance of having a retirement plan, not just retirement accounts.
First, they explain in detail the steps of the Rubino & Liang 365 Retirement Plan - Fact finding, analysis, recommendation, implementation and monitoring. Later they share strategies for creating sustainable, guaranteed income in retirement. Finally, they explain how using technology such as Blueleaf and Wealthguard can help simplify your financial life.
To schedule a complimentary consultation visit: bit.ly/2gMqjJl
If you have a question for John or Ryan submit it here: bit.ly/2kTLD3S
Reserve your seat at one of...
2018-05-2900 min
FT Start-Up StoriesEpisode 8 - Defining your brandBranding is about more than just a logo, says Adrian Lomas of digital marketing company Blueleaf. It's about defining a clear purpose for your business and making sure everyone - from staff to customers and competitors - know what that is.
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2015-12-1412 min
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