Last Updated on July 20, 2020 by John Prendergast
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.