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 then share this learning through direct coaching calls. [...]

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.

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 office hoping they fix [...]

Learn how a Financial Advisor closed 94% of prospects? 94% sounds like buls*&t. How can that be right? Turns out that the number is right and using Blueleaf as a prospecting tool is the secret behind it.

One of the most cost-effective ways to attract new clients today is using a digital marketing. This post explains how to turn your advisor website into a prospect magnet.

Need help on-boarding new clients? Here are 10 Apps to help make the process less painful.

Panicked client calls to financial advisors during marketing volatility are no fun. Here's how to make those calls history.