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

from Modern Financial Advisor · host Truelytics

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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This episode is 53 minutes long.

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This episode was published on October 27, 2020.

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