158: Becoming Your Own Boss with John Prendergast episode artwork

EPISODE · Apr 24, 2024 · 45 MIN

158: Becoming Your Own Boss with John Prendergast

from Build a Better Financial Future · host Luis F. Rosa, CFP® EA

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: Connect with John on LinkedIn Being an Entrepreneur as an Employee LinkedIn Post Alex Hormozi Book mentioned in the show Follow John on IG Follow John on X Blueleaf.com  

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158: Becoming Your Own Boss with John Prendergast

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This episode is 45 minutes long.

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This episode was published on April 24, 2024.

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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...

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