{"id":7192,"date":"2025-01-20T17:09:05","date_gmt":"2025-01-20T17:09:05","guid":{"rendered":"https:\/\/www.blueleaf.com\/blog\/john-prendergast-on-wealthtech-today-ai-tools-to-use-now-the-future-of-holistic-advice-and-data-aggregation-to-streamline-wealth-management\/"},"modified":"2025-01-20T17:09:05","modified_gmt":"2025-01-20T17:09:05","slug":"john-prendergast-on-wealthtech-today-ai-tools-to-use-now-the-future-of-holistic-advice-and-data-aggregation-to-streamline-wealth-management","status":"publish","type":"post","link":"https:\/\/www.blueleaf.com\/blog\/john-prendergast-on-wealthtech-today-ai-tools-to-use-now-the-future-of-holistic-advice-and-data-aggregation-to-streamline-wealth-management\/","title":{"rendered":"John Prendergast on WealthTech Today: AI Tools to Use Now, the Future of Holistic Advice, and Data Aggregation to Streamline Wealth Management"},"content":{"rendered":"\n<p>Blueleaf CEO John Prendergast and WealthTech Today podcast host Craig Iskowitz had an enlightening thirty-minute conversation about the most pressing issues in wealth management.&nbsp;<\/p>\n\n\n\n<p>In this episode of WealthTech Today, John discusses:&nbsp;<\/p>\n\n\n\n<p><strong>AI tools that advisors can use right now. <\/strong>Continuing the discussion about the benefits and limitations of AI integration into wealth management.<\/p>\n\n\n\n<p><strong>Streamlining podcast production. <\/strong>Tips for easily editing audio and visuals.\u00a0<\/p>\n\n\n\n<p><strong>Blueleaf&#8217;s industry-leading aggregation-as-a-service<\/strong> (<a href=\"https:\/\/www.prnewswire.com\/news-releases\/blueleaf-wins-2023-wealthmanagementcom-industry-award-for-aggregation-as-a-service-301924832.html\">winner of a 2023 WealthMangement.com industry award<\/a>) and its ability to simplify wealth management.<\/p>\n\n\n\n<p>John shares his knowledge and experience from a career helping advisors run a more efficient practice. Hear the full podcast and read the transcript here:<\/p>\n\n\n\n<p><a href=\"https:\/\/wealthtechtoday.com\/2023\/10\/12\/ep-205-data-aggregation-as-a-service-the-future-of-holistic-advice-with-jon-prendergast-blueleaf\/\">WealthTech Today Ep. 205: Data Aggregation as a Service: The Future of Holistic Advice with John Prendergast, Blueleaf<\/a><\/p>\n\n\n\n<p><br>Check out John\u2019s other podcast guest appearances.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>The Efficient Advisor: <a href=\"https:\/\/blog.blueleaf.com\/leveraging-technology-ai-to-amplify-client-experience\/\">Leveraging AI to Amplify Client Experience<\/a><\/li>\n\n\n\n<li>AFO Wealth Management:&nbsp;<a href=\"https:\/\/podcasts.apple.com\/bb\/podcast\/become-like-netflix-tiktok-amazon-w-advice-engagement\/id1552582377?i=1000623981245\">Become like Netflix, TikTok &amp; Amazon w\/ Advice Engagement<\/a><\/li>\n<\/ul>\n\n\n\n<p>John Prendergast is also the host of <a href=\"https:\/\/www.blueleaf.com\/podcast\/\">The Augmented Advisor<\/a> podcast, a \u2018must-listen\u2019 for advisors, RIAs, wealth managers, and B\/Ds to gain real-world tools and strategies to succeed in a digital world.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Blueleaf CEO John Prendergast and WealthTech Today podcast host Craig Iskowitz had an enlightening thirty-minute conversation about the most pressing issues in wealth management.&nbsp; In this episode of WealthTech Today, John discusses:&nbsp; AI tools that advisors can use right now. Continuing the discussion about the benefits and limitations of AI integration into wealth management. Streamlining&#8230;<\/p>\n","protected":false},"author":2,"featured_media":7193,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"content-type":"","om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"_uf_show_specific_survey":0,"_uf_disable_surveys":false,"footnotes":""},"categories":[30,91,139],"tags":[61,37,102,51],"class_list":["post-7192","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-newsroom","category-podcast","category-views","tag-advisor-tips","tag-client-communication","tag-communicating-value","tag-financial-advisor"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/posts\/7192","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/comments?post=7192"}],"version-history":[{"count":0,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/posts\/7192\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/media\/7193"}],"wp:attachment":[{"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/media?parent=7192"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/categories?post=7192"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/tags?post=7192"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}