Competing Against Robo-Advisors – Opportunities and Risks for Advisors Pt. 2

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If you missed the first half of this panel discussion, head back to Competing Against Robo-Advisors Pt. 1.

 

For John’s original blog post, check out Godzilla’s spawn is targeting your clients – What will you do?

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.