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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