Carolyn McRae

Can you relate? “We throw marketing stuff out there, but engagement is low…”

Last week’s marketing session addressed a big, overwhelming challenge:

“We’re throwing content out there, but not getting any response back. We’re getting ‘Likes’ on Facebook… but we have ZERO engagement with those people. I feel like our strategy right now is throwing content out there, but not knowing what to do.”

– Aaron Britz, RIA, CEO and President of Legacy Wealth Management, a fee-only financial planning firm

Do you relate?

Dear Advisor: Let's make referrals interesting.

Dear Advisor: Let’s make referrals interesting.

The following is part of Blueleaf’s The “Dear Advisor” Campaign, encouraging open collaboration and service innovation in the financial industry like never before.

headshot aaron staffordLetters are submitted by members of the general public who, at all stages of life, have an honest message to share with you. Let’s redefine what “value to my client” means.

Aaron Stafford is a partner at SB Capstone, LLC, and a real estate investor.…

Dear Advisor: I'm ready to get started. But how?

Dear Advisor: I’m ready to get started. But how?

The following is part of Blueleaf’s The “Dear Advisor” Campaign, encouraging open collaboration and service innovation in the financial industry like never before. 

erika headshotLetters are submitted by members of the general public who, at all stages of life, have an honest message to share with you. Let’s redefine what “value to my client” means.

Erika Gordon works as Community Manager at Mobee, a data crowdsourced collection company based in Boston, MA.…

Perfectionist Advisors Can Finally “Get it Done” with MAT Model

So you’re a perfectionist.

That’s good, right? Eh, sometimes.

Perfectionists tend to love numbers (think: investments, risk analysis, even billing calculations) and may even get some weird high from triple-checking their manual data entry work. But perfectionism is creative cryptonite (think: writing, emailing, branding).

I recently hosted a one-on-one marketing coaching session with PJ Wallin, a Blueleaf user and self-proclaimed ‘perfectionist’ who’s trying to up his marketing game and grow his fee-only business.…

20 Stylish Videos explain Economics, Taxes, Recessions & more

20 Stylish Videos explain Economics, Taxes, Recessions & more

We talk a lot about the economy.

But explaining it clearly to non-finance folk can be difficult, and it’s nearly impossible to make the conversation interesting. Until now.

Meet ‘WeTheEconomy’.

Leading economic experts decided to tackle 20 essential questions about the U.S. economy in a brand new way. Teaming up with award-winning directors, they produced a thought-provoking short film series to educate people about important (but sometimes dry) topics through comedy, animation, and scripted films.…

Can you explain 'Derivatives' in simple terms?

Can you explain ‘Derivatives’ in simple terms?

Marvin emailed me. Money-words

I had to pause.

He was responding to the Explain Jargon to Clients Tool I shared with him. The tool helps advisors explain common financial jargon in ‘human words’ people can actually understand.

What about ‘derivatives’? After some thought (and consulting some of the Blueleaf team), I replied with this idea:

A financial derivative is just a contract which has a value that is “derived” from the value of other assets the contract is tied to.…

Your 3-Month Plan for Attracting Clients From Scratch

I recently had a marketing coaching session with newly independent CFP Scott Davison.

He needed help understanding how to go about attracting new clients – from scratch.  Listen in for a 3-month plan to start TODAY and drive trackable results to your advisory business.

0:00 Introduction
0:35 Scott’s Introduction
1:30 Approachable, Transparent Advisors
2:55 “Going Fishing”
4:20 Whittle Down Clients
9:51 Common Pain points & How to Communicate Them
11:15 Example of Balance
14:10 What am I typing into Google to find an advisor?…

Dear Advisor: Why haven't I heard from you?

Dear Advisor: Why haven’t I heard from you?

The following is part of Blueleaf’s The “Dear Advisor” Campaign, encouraging open collaboration and service innovation in the financial industry like never before.

Letters are submitted by members of the general public who, at all stages of life, have an honest message to share with you. Let’s redefine what “value to my client” means.

Adam_sigelAdam Sigel lives in Brookline, MA with his wife and dog.…

Dear Advisor: I recently acquired two properties

Dear Advisor: I recently acquired two properties

The following is part of Blueleaf’s The “Dear Advisor” Campaign, encouraging open collaboration and service innovation in the financial industry like never before.

Letters are submitted by members of the general public who, at all stages of life, have an honest message to share with you. Take this first-hand insight into the client/prospect’s mind, and run with it. 

RIA Registration: The Nuts, Bolts, and Must-Knows

RIA Registration: The Nuts, Bolts, and Must-Knows

Today’s guest post is by RIA in a Box. RIA in a Box is a leading provider of registration and compliance services to registered investment adviser firms. They’ve helped over 2,000 fellow entrepreneurs establish their own RIA firms and remain in constant compliance with regulatory guidelines by pairing our team of former regulators with cutting-edge compliance software.