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

< 1 minute


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?


Get NEW posts and shows delivered to you.

The Augmented Advisor blog and podcast help financial advisors learn ways to improve their business with in-depth content from the industry's leading thinkers

We don’t spam! Read our privacy policy for more info.

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.
icon-angle icon-bars icon-times