Blueleaf CEO in Advisor Perspectives – Can technology Make Advisors Happy?

Posted by on March 23, 2023
< 1 minute

Last Updated on March 25, 2023 by John Prendergast

In his Advisor Perspectives article titled “Can Technology Make You Happy?” Blueleaf CEO John Prendergast asks a provocative question:

Do advisors need to accept that technology will forever be a drag or can the right approach to technology lead to personal happiness and a more productive practice?

Advisors who offer an elegant digital client experience have a competitive edge, says Prendergast. He’s seen engagement rates shoot up to 90% with intelligent design that combines web, mobile, and messaging-based interaction.

See the full article in Advisor Perspectives.

Author

  • John is the co-founder and CEO of Blueleaf and is an active startup advisor. He is also an experienced entrepreneur and senior executive. As part of 6 founding teams, he has led the product management, marketing, and finance functions. His background in banking and wealth management has shaped the vision for Blueleaf.

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Also published on Medium.

John is the co-founder and CEO of Blueleaf and is an active startup advisor. He is also an experienced entrepreneur and senior executive. As part of 6 founding teams, he has led the product management, marketing, and finance functions. His background in banking and wealth management has shaped the vision for Blueleaf.
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