How Financial Advisors Can Learn From Startups to Create a Better Client Experience

John 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.

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The Modern Financial Advisor Podcast shines a light on innovative strategies, solutions, and ideas shared by guests who are driving the wealth management industry forward in new and exciting ways. The show is hosted by Mike Langford and produced by finservMarketing.