Phil Rogers

Betterment example

How High Growth Financial Advisors Attract and Win More Clients

“What are you doing to grow so fast?”

Our Customer Success team always ask high growth advisors this question when we see outsized growth results.

High growth financial advisors
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.…

Referrals for Financial Advisors

Why Email is the King of Financial Advisor Marketing

Financial advisor marketing is hard. There are endless options but which strategies work?

The answer is simple. Focus on email for the best return on investment.

Email for Financial Advisor Marketing

Email might seem old-fashioned, but it still works better than any other channel. Just why is that?

Email is personal

While there is a lot of buzz around social media, email remains the most personal medium.…

Blueleaf AUM Tools

Find Out How Blueleaf Automates AUM Growth

A typical Thursday morning.

It’s a typical Thursday morning in New York City as one experienced financial advisor begins his day.

Blueleaf AUM Tools

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 their numbers before the client notices the mistake in his online portal.…

Advisor marketing

3 Steps to Turn Your Advisor Website into a Prospect Magnet

One of our recent blog posts demonstrated how high growth financial advisors are growing their businesses by making a prospect feel like a client and delivering value even before they are signed up.

The challenge that remains is how to attract the right prospects and get them to make the initial contact.

Advisor marketing

After referrals, the most cost-effective way to attract new clients today is digital marketing.…

The Information Journey That Makes Prospects Want to Reach Out

The Information Journey That Makes Prospects Want to Reach Out

This post in the first in a series to help you better understand how digital marketing is creating new opportunities to drive growth through referrals.

Traditional referrals are under threat.

… and we all feel it.

BLOG referral PhilFinancial advisor thought-leader Michael Kitches argues that digital search may end tradition referrals as a major lead source.

Supporting this, a study by Cerulli Associates found that a referral was the deciding factor in selecting an advisor only 11% of the time.…