It’s been a busy summer.
I know what you did last summer…. And I know what you DIDN’T DO this summer.
You’ve been in and out of the office. Maybe you took a nice vacation with the family.
But business is about to ramp up again.
Here’s a roundup of the Top Articles posted to The Blueleaf Blog over the past 3 months — just in case you missed any.
News from the Industry
Why Clients Aged 50+ are Firing Their Advisor
What is causing these clients to stray? It’s time to face the facts…
Facing Software Innovation
New software can be “exactly what you’ve been waiting for” and change your business for the better. But this is NOT how Katie’s story started. But then things changed…
Here’s what the financial industry REALLY thinks about Twitter…
The financial industry loves to talk about Twitter – but the opinions of REAL users have been hard to find. Until we rounded up the opinions of 281 Twitter users in our industry…
Advice Prospects Get About Choosing “The Best Advisor” and What You Need to Know
You did your research…But so did they. We’ve compiled some of the most common advice people receive when they start shopping for a financial advisor.
5 Types of Emails that are Clogging Your Inbox
With hundreds of messages sitting in your inbox, it’s impossible to find the information you need at the moment you need it. How can you get your inbox as clean and efficient as possible?
Scariest. Client Email. Ever.
You get an email. And suddenly your business is at risk…What do you do?
Five years ago, what we’re about to attempt would be virtually impossible. Now, it will be possible.
Explain Like I’m Six: Account Aggregation
You’ve invested in account aggregation, but how do you begin to explain it to your clients? We have a strategy: Explain it like they’re six.