The Augmented Advisor: Scaling Efficiency and Margins

This interview was originally published on WealthTech Club

An Interview with John Prendergast, Blueleaf CEO

The wealth management world has changed, and it makes us queasy.

According to the KPMG report “Forging the Future,” the top source of disruption in the financial industry is emerging financial technology (FinTech). Historically, there has been a human layer between clients and their finances whether that was to access information or to execute transactions rather than customers having direct access via technology.…

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3 Strategies for Thriving After the DOL Rule

3 Strategies for Thriving After the DOL Rule

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In our previous post on the upcoming DOL rule we presented massive new threats for RIAs. You will have thousands of new competitors and your best sales pitch – unbiased advice – will no longer be differentiated. We suggested you start communicating with existing clients to get ahead of these competitive threats. We’re begging you [...]

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Why Advisors Need to Use Adwords

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Marketing. It’s a term that gets thrown around a lot. From the classroom to the boardroom, it is apt to say that marketing is crucial within any business community, much less the financial advisory market. The problem is that people think big adverts and expensive campaigns when it comes to marketing. But with the arrival [...]

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Financial Advisor Marketing

Double Your Growth With This Financial Advisor Marketing System

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You are probably very skeptical about that headline. What financial advisor marketing system could deliver this kind of growth? We have other posts with big claims. They include advisors who achieved a 94% close rate, received no calls during a major market downturn, and grew their AUM with no effort. Here’s some research to back the headline [...]

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Blueleaf AUM Tools

Find Out How Blueleaf Automates AUM Growth

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A typical Thursday morning. It’s a typical Thursday morning in New York City as one experienced financial advisor begins his day. He logged into Blueleaf and notices one of his clients’ accounts had doubled. The Advisor sends a quick email to Blueleaf’s service team. “Double-counting of account today… Can you look into it?” He’s left the [...]

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