14 Quotes About Financial Planning to Share With Clients

3 MIN READ

Last Updated on April 6, 2023 by John Prendergast

Here are 15 quotes to help you educate, inspire and keep clients engaged. From financial stress to financial planning, from investing to saving, there’s something for everyone.

How To Save One To Your Computer: Right-click on a square, choose “Save Image As”, give it a name, and decide where to save it. Easy.

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Engage up to 90% of your clients every single month with Blueleaf.

The all-in-one wealth management platform with best-in-class advisor and client experiences in reporting, billing, and rebalancing. Don’t wait to engage your clients, improve satisfaction and simplify your business.

Learn more...

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Use These Images to Increase Engagement on Social

Several weeks ago I wrote about why tweets with images get 89% more ‘Favorites’ and 150% more retweets than tweets without.

Update: It REALLY works.

Tweet example

I tweeted an image (shown to the right) the other day and it was retweeted 100+ times. ONE HUNDRED retweets? That’s the kind of traction big brands or celebrities get. Well, call me Ms. Starbucks.

If you haven’t tried this yet, do it now.

The quotes above are images, so grab one and tweet it out!

Simply right click on the block, ‘Save Image’ to your desktop, and attach it to the tweet.

P.S. This trick applies on other social media outlets, too.

LinkedIn, Facebook, Google+, etc. have all released stats that prove images help increase engagement with your posts.

So if you’re not a Twitter user, share them elsewhere!



Engage up to 90% of your clients every single month with Blueleaf.

The all-in-one wealth management platform with best-in-class advisor and client experiences in reporting, billing, and rebalancing. Don’t wait to engage your clients, improve satisfaction and simplify your business.

Learn more...

Author

  • Carolyn McRae

    Carolyn is Blueleaf's in-house marketing guru. She writes on The Blueleaf Blog to make advisors' lives easier, offering practice management and client engagement tips where and when they're useful. Outside of the Blueleaf offices, she can be found running a 10k or cooking her famous chili. Chat LIVE with Carolyn on Twitter @BlueleafAdvisor!

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Carolyn is Blueleaf’s in-house marketing guru. She writes on The Blueleaf Blog to make advisors’ lives easier, offering practice management and client engagement tips where and when they’re useful. Outside of the Blueleaf offices, she can be found running a 10k or cooking her famous chili. Chat LIVE with Carolyn on Twitter @BlueleafAdvisor!
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