Five years ago, what we’re about to attempt would be virtually impossible. Now, it will be.

Caleb Huftalin
Posted by
July 21, 2014

46% of advisors reported using an iPad or other tablet technology in their firm. Let’s hear directly from them what benefits they’ve experienced from using a tablet at their firm.

Posted by
July 16, 2014
Find more posts like this in: #AdvisorHacks & #FinSci

New software is exciting. It can be “exactly what you’ve been waiting for” and change your business for the better. But this is NOT how Katie’s story started. Today she admits how she found an innovative feature of her new software platform to be “completely counterintuitive”, and was against using it altogether. But then things changed…

Carolyn McRae
Posted by
July 16, 2014

How can you inspire your clients to refer your services to their friends? Learn from startup companies. They’ve found referral strategies that work, without adding unnecessary time to your schedule. Here’s how…

Carolyn McRae
Posted by
July 15, 2014
Find more posts like this in: Practice Management, Scalable Advisor

If you aren’t preparing your firm, you could be losing HNW clients in the coming years. How can you avoid the loss, and listen to these rising demands? Check this out…

Posted by
July 9, 2014
Find more posts like this in: Did you know ..., Practice Management

You’ve invested in account aggregation, are excited about the capability to aggregate client accounts, and know it’s going to increase the level of service you provide (and rock their world), but how do you begin to explain it to your clients?

We have a strategy: Explain it like they’re six.

Posted by
July 8, 2014

It really is indisputable – EVERYONE could use what you’re selling. So why do some conversations with prospects feel… hard? You need to speak their language.

Carolyn McRae
Posted by
July 3, 2014

Pause. You’re comfortable right now. You have your clients, you’re helping them manage their assets and you have a plan for their future. But in a few minutes you get an email. And suddenly your business is at risk…

Carolyn McRae
Posted by
June 30, 2014
Find more posts like this in: Client Engagement, Practice Management

Must-read article roundup for Financial Advisors — How we can avoid “cover bands” in the marketplace. What advisors can do to save themselves from Robo-Advisors. What to do when a wild turkey breaks in. And more…

Posted by
June 27, 2014
Find more posts like this in: Blueleaf Updates

Many advisors send out a regular email newsletter. Whether you send them once a week, once a month, or once a quarter, email newsletters can take a lot of time to pull together. But they don’t get as much attention as you’d like. Why?

Posted by
June 24, 2014
Find more posts like this in: Client Engagement