Justin Shepard

'Wow' Prospects with Kick Butt Emails

‘Wow’ Prospects with Kick Butt Emails

You send tons and tons of emails to prospects.

Sometimes you ramble. Sometimes you don’t know what to say. Sometimes you send a kick-butt email, and… they don’t reply.

We all know the problem: You’re a Financial Advisor, not a professional emailer. Luckily, we can turn to real pro’s for help.

Carolyn McRae, Blueleaf’s in-house marketing guru, is a master at email. …

Two Efficient Advisors who Don't Hate April

Two Efficient Advisors who Don’t Hate April

April is notoriously painful for advisors. There’s a myriad of reasons to dread the 4th month of the year. It’s tax season, time for billing, Q1 reports (if you’re still doing them), schools are on vacation… the list goes on and on. Naturally, busy times of the year come with a piqued interest in ways to save time.…