[Advisor Forum] If you have questions after marketing course “Get More Leads w/ Low Maintenance Strategies”

This is an open forum for Financial Advisors who attended the Blueleaf Online Marketing Course “Get More Leads w/ Low Maintenance Strategies” to ask follow-up questions and engage with other attendees.

Post questions (or drop a note) in the Comments below.

I’m happy to help.  -Carolyn

Ask questions. Get answers.
Share stories. Learn from peers.
This is YOUR space to connect.

Carolyn McRae Carolyn is Blueleaf’s in-house marketing guru. She writes on The Blueleaf Blog to make advisors’ lives easier, offering practice management and client engagement tips where and when they’re useful. Outside of the Blueleaf offices, she can be found running a 10k or cooking her famous chili. Chat LIVE with Carolyn on Twitter @BlueleafAdvisor!
  • Are we able to embed Blueleaf on our website?

    • Hey Jeff! Are you thinking about this for getting more leads?

      You can certainly link to your Blueleaf from your company site and show shots of what it looks like. Then when they navigate to it, the whole dashboard is hosted on your branded URL (i.e. you .blueleaf .com)

  • Tina

    Do you have a link showing a “webpage page demo?”