158: Becoming Your Own Boss with John Prendergast

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…..

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