After years of debate and public comment the DOL issued its final rule earlier this year. In fact, the discussion has dragged on so long that this article essentially started 5 years ago based on a 2011 post by Michael Kitces here. On April 10, 2017 all financial professionals will be obligated to provide advice [...]

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 [...]

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 [...]

Have you heard of  Blueleaf Advisor Jeff Rose or his main blog Good Financial Cents? If you haven’t of Jeff or his blog then you are probably one of the few. The blog gets over 400,000 visitors per month and it is one on the leading personal finance websites in the United States. Watch Jeff’s [...]

“What are you doing to grow so fast?” Our Customer Success team always ask high growth advisors this question when we see outsized growth results. A vital part of the Blueleaf service is coaching on how to get the most from the platform. This conversation often spills over into other growth strategies and tactics. We [...]

Is your client onboarding process painful? The chances are it is. Using video may be one way to help streamline the process.

Financial advisor marketing is hard. Too many options and too much to learn. Find out why email marketing is the best way to promote your website.

Financial Advisor Dave Grant puts Blueleaf to the test. Does it make his financial advisory practice better? Is client engagement improved with Blueleaf? Find out what happens when Dave tried not using Blueleaf with a group of clients.

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 [...]