Tag: Generative AI

Ep 103: Meet Your New Intern: Generative AI – With John Prendergast

Ep 103: Meet Your New Intern: Generative AI – With John Prendergast

How generative AI could transform your practice.

In this episode, Laura Gregg and David Partain talk with John Prendergast, co-
founder and CEO of Blueleaf. John puts the strengths (and shortcomings) of
generative AI into context for advisors – and suggests how this “lazy intern” should
be managed.

John discusses:
● What generative AI is, how it evolved, and what it’s capable of
● Some concerns and potential risks associated with generative AI in financial
● Why advisors need to learn about generative AI before using it with clients
● And more

FlexShares Exchange Traded Funds
The Augmented Advisor
How Financial Advisors Are Leveraging Outsourcing And What The SEC Has
To Say About It

The New York Times: Artificial Intelligence
The Imitation Game

Connect With John Prendergast:
LinkedIn: John Prendergast

Connect With Laura Gregg:
Laura Gregg’s LinkedIn

Connect With David Partain:
David Partain’s LinkedIn

About Our Guest:
John Prendergast 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.