03/28/2013, 9:06am EST – Breaking News from J.E. Wilson Advisors, LLC This morning we received an email from a Blueleaf customer that generated some hubbub around the office. With the customer’s permission, we’d like to share his firm’s good news: “John- We are looking forward to our first “non-quarterly report” quarter. Should make the first week [...]
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Just in time for Valentine’s Day… Blueleaf partners with Redtail! We’re very excited to announce our integration with Redtail Technology. It’s never been this EASY to sync your data with Redtail. Copy, paste, done. This integration brings users a complete package: Custodial account feeds, account aggregation (held-away accounts), and manual / offline assets are automatically updated every day [...]
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We made a new friend! We’re very excited to announce our new integration with leading financial planning software, MoneyGuidePro! Combining our secure, hassle-free, single-source data connection with MGP’s powerful planning tools, the life of a financial planner in the digital age has never been better. With all of your client data in one place, including [...]
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The Tech Landscape Financial advisors have a strange relationship with technology–the whole industry does. Traders work with some of the most impressive technology in the world, but it’s a double-edged sword: Global trading has become so high-tech and fast-paced that the technology is outgrowing our our own faculties, as evidenced just this week by the single [...]
Read moreHere is the latest idea from the field: Use the Blueleaf Sharing feature to drive your center of influence marketing strategy. You know all about center of influence marketing and how working with other professionals like accountants and attorneys can drive great referrals. You also know it can be a huge waste of time with [...]
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So is better client invitations and improved client settings access. Short version: 1. Blueleaf.com completed a big hardware upgrade to make the whole application MUCH FASTER. 2. You can now easily change your clients’ Blueleaf settings. 3. We’ve improved the emails that invite your clients to Blueleaf. Details below! -Ben ============== We broke out the big [...]
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It’s true. Blueleaf has no salespeople. But why? Are we a bunch of hippies uninterested in profit? Given that I spent time as an investment banker, not likely. Does our team have a thing against polyester? Well, maybe. But that’s not the whole story. Our goal is to create happy customers. So I have a question for you: when was the last time you thought, ‘I’m so glad that salesperson called!?’ Our team had trouble remembering too. In fact, we don’t believe that traditional selling is an effective way to make people happy.
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We’ve heard from many of you that you want help with your billing calculations. You want it simple, flexible, and automatic. And now it’s here. Billing at the touch of a button. Billing should be simple. You should be able to turn it on, tell us how you bill and get a file with all your calculations in a format that is easy to change and audit. And it should be as simple as a spreadsheet. So that’s what we’ve done …
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