#AdvisorHacks & #FinSci

Louis CK, Financial Literacy, & Facts vs. Beliefs -- #Blueleafing Roundup

Louis CK, Financial Literacy, & Facts vs. Beliefs — #Blueleafing Roundup

This Week’s Blueleafing Roundup

Louis CK’s 70% Rule for Decision Making

(via The Billfold) — Louis CK discusses his personal rule for decision making. It’s a simple solution for an overwhelming problem: the wait for a perfect decision when there isn’t always one.

A Commitment to Truthbanner for #Blueleafing Roundup FINAL

(via Above the Market) — In the world of financial advising, it’s crucial that advisors (and clients) are able to separate facts from beliefs.…

If You Could Teach A Client To Brush Their Teeth, You Can Keep Them Calm About Finances. Here's Why.

If You Could Teach A Client To Brush Their Teeth, You Can Keep Them Calm About Finances. Here’s Why.

When was the last time you walked up to the sink to brush your teeth and felt overwhelmed?

It probably hasn’t EVER happened, but let’s think about what brushing your teeth really entails:

  • Go into the bathroom
  • Open the medicine cabinet door
  • Pick up your tooth brushbrush_teeth
  • Turn on the cold water
  • Hold the brush under the running water
  • Remove it from the running water
  • Pick up the toothpaste
  • Open the toothpaste cap
  • Hold the tube so the opening hovers over your toothbrush bristles
  • Squeeze the tube so the correct amount onto the brush
  • Stop squeezing
  • Put the cap back on the toothpaste tube
  • Rest the toothpaste back in the medicine cabinet
  • Put the toothbrush in your mouth
  • Brush your teeth with the bristles (all of them)
  • Spit out remaining toothpaste foam
  • Rinse your mouth with water
  • Rinse the toothbrush with water
  • Put the brush back in the cabinet and close the cabinet.
How Speaking To A Group of Pilots Made My Teachers-Only Business Take Off

How Speaking To A Group of Pilots Made My Teachers-Only Business Take Off

Many niche advisors design their practices to service a targeted demographic. Regardless of what that is, most advisor marketing material is worded and branded to speak to this segment and, by nature, excludes those who don’t fit into said category.

But is this focus making us close-minded? What about marketing-by-association? Could you market to a different group of people, not directly in your niche, and tap their network to find your ideal clients?…

Independent RIA Says Filling Out Paperwork By Hand 'Seems Silly'

Independent RIA Says Filling Out Paperwork By Hand ‘Seems Silly’

paperless2

“When it comes to technology, financial adviser Jim Koch is truly a pioneer.” InvestmentNews

When a ‘technology pioneer’ says filling out paperwork by hand seems silly, people listen.

Founder and Principal of Koch Capital Management LLC, Jim Koch is an independent Registered Investment Advisor (RIA) in the San Francisco Bay Area. With a unique blend of finance and software development expertise from 25 years of experience as an entrepreneur, consultant, and portfolio manager, Jim’s ability to think critically about advisor technology is far from typical.…

The Blueleaf Mobile App

The Blueleaf Mobile App

If you use an iPhone or iPad, you’re going to love this simple trick. 

We all have an assortment of websites we visit on a regular basis. Sometimes these sites have an app in the Apple app store, but many do not. If they don’t, you’re forced to navigate to their site each time you want to visit.…

Is LinkedIn the hot, "new" CRM tool for Advisors??

Is LinkedIn the hot, “new” CRM tool for Advisors??

As an advisor, your LinkedIn profile and ‘Connections’ serve as a powerhouse for business growth. LinkedIn is a powerful tool for client prospecting, receiving referrals, keeping in contact with the people in your network, and more. If you’re not on LinkedIn, read my post on how to get started in 5 steps. If you’re already set up, here’s some exciting news.…

time is money

How to Save A Month of Time by Doing Less

Shocking statistic.

Blueleaf’s 2013 Advisor Tech Survey found that 34% of advisors spend up to 240 hours per year on reporting.  You may be thinking, “That’s not bad, I probably spend a similar amount of time on client reporting. After all, an important part of my job as an advisor is showing clients how their accounts are performing.”  The second part is true.  …

3 Automated Ways Advisors Can Get Information

3 Automated Ways Advisors Can Get Information

There’s a rising interest in getting information “pushed” to us, instead of searching around for it. A popular tool for this automation is push notifications. Google defines push notifications as “messages that are sent to users who have opted in to receive them”. Some examples include: LinkedIn email alerts about new Connection requests, or those little red bubbles on iPhone apps that need your attention.…

3 Steps Critical to Reaching Your Goal

3 Steps Critical to Reaching Your Goal

The calendar has turned to February. We’ve survived another month of winter, V-Day is coming up, and many people have ditched their New Year’s resolutions. People quickly give up on resolutions because they don’t properly define the goal. Resolutions often sound like this:

Go to the gym.
Quit smoking.
Volunteer.
Spend more time with family.
Organize stuff.…