The Augmented Advisor

Dave Hinnenkamp, CEO of BerganKDV joins John Prendergast and Mike Langford to explore the proposed changes to the Federal capital gains tax rate and how these changes might affect your clients and the climate for mergers and acquisitions for RIAs and independent financial advisors.

Changes in business models, technology, and demographics are shaping the future of wealth management right now. Hear from Geof Brown, CEO of NAPFA on how these 3 forces are combining to shape the future of the wealth management business and create new opportunities.

Chances are your clients have asked you what you think about Bitcoin, Ethereum, NFTs, or the blockchain at one point in the past few years. And if they haven't... they will soon.

In this episode of the podcast, Ambre Soubiran, CEO of Kaiko and one of the world's leading authorities on cryptocurrency markets joins Mike Langford and John Prendergast for a deep dive on crypto and the blockchain. They'll talk about what these things mean and how to explain it so you'll sound like the smartest person in the room.

The remote work and work-from-home trends seem to be here to stay. But, for many financial advisors, the shift happened abruptly with the COVID-19 pandemic and resulted in a crazy mess of thrown-together solutions.

Jason Park of Margo Park Financial, however, designed his business to operate in a fully remote fashion from day one. And that, as they say... has made all the difference.

John Prendergast, CEO of Blueleaf, and Mike Langford sit down to share the origin story of how (and why) John founded Blueleaf and explore the concept of The Augmented Advisor.