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.

Episode metadata supplied by the publisher feed · Published Oct 27, 2020

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

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