Episode 137: Innovating Advisory Practices: A Comprehensive Digital Client Engagement Model

Update: 2024-01-18

Description

We 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.

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Episode 137: Innovating Advisory Practices: A Comprehensive Digital Client Engagement Model

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Episode 137: Innovating Advisory Practices: A Comprehensive Digital Client Engagement Model

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Episode 137: Innovating Advisory Practices: A Comprehensive Digital Client Engagement Model

CION Investments

Episode 137: Innovating Advisory Practices: A Comprehensive Digital Client Engagement Model