by Advisors

Use Video to Make Client Onboarding Less Painful

How to Use Video to Make Client Onboarding Less Painful

Is your client onboarding process long and tedious? The chances are it is.

Using video may be one way to help streamline things.

A client onboarding reality check

I just retained my family’s first financial advisor.

Experiencing the client onboarding process first hand from a client’s perspective was not fun.

I’m not putting the advisor at fault because it seems to be a problem with my clients and other advisors as well.…

Blueleaf Client Engagement

How Advisor Dave Grant Retained 100% of his New Clients with Blueleaf

I work hard to improve my growing RIA business. Attracting and retaining new clients is a vital part of this.

I test everything I can making decisions based on facts, not just gut feeling.

Client Engagement Test
So, while I’m already a Blueleaf customer, I wanted to prove if the investment in Blueleaf was worth it.

In other words, ‘Was Blueleaf helping my business?’

Life without Blueleaf proved to be very tough indeed.

Financial Advisor close rate

How a Financial Advisor Closed 94% of Prospects

“94%? cough, cough (hand over my mouth) bulls*&t.”

Whenever I read titles like this I’m skeptical. Is 94% really an accurate number?

It turns out that this claim is true, at least for one Blueleaf user.

Financial Advisor Close Rate

One of the things I’ve grown to appreciate about the team at Blueleaf is their proactive nature. Every few months, their team reaches out to me to see if I have any questions about the program and to fill me on latest developments.…

Hostile Client Meetings

How to Handle Hostile Client Meetings

Hostile Client Meetings

Recently a client asked me to attend a meeting between her, her recent ex-husband and an insurance broker we have been talking to. The reason for the meeting was to explore getting life insurance coverage on the husband, to insure the alimony he was obligated to pay. Her attorney had missed this during the divorce proceedings, so it was going to be on my client to bear the cost.…

Will the iWatch Change Financial Advisor Technology?

Will the iWatch Change Financial Advisor Technology?

iwatch 300x300Back when the smartphone (iPhone et al.) came out, various apps revolutionized how users managed their money. They were able to move away from the computer or visiting a bank, and manage their financial lives from a mobile device. With the introduction of the Apple iWatch to accompany the iPhone, apps that are on an iPhone can now also be used from the iWatch.…

Stephen Rhodes Successful Advisor at Strategic Partners Wealth Management

Stephen Rhodes On His Champion Client Strategy

Stephen Rhodes Strategic Partners Wealth Management

You want to help your clients feel like champions, right? Of course! Coaching and advising your clients so that they are financial superstars? Definitely, yes. And when those clients recommend you to their friends … You can all be champions, and create some serious growth for your business as well.

Stephen Rhodes, successful advisor and founder of Signify Wealth in Missouri, knows this first hand because his clients, which include professional football and baseball players, are actually world champions themselves.…

Designing the Review Meeting of Your Client's Dreams

Designing the Review Meeting of Your Client’s Dreams

Client Review Meeting

Throughout my career as a financial planner, I’ve tried many approaches at streamlining the task of setting up and getting data for client review meetings. This has been as simple as a brief phone call, but this can sometimes lead to a lack of data. On the other end, it has been as in-depth as requesting copies of a client’s statements and re-iterating their goals, but then the work would be too much for clients and I would get the silent treatment.…

financial planning software for easier operations

Financial Planning Software that Makes Plan Operations Pain Free

financial planning software for easier operationsI’m going to vocalize a secret that I’m sure many financial planners have:

I love finding new clients and designing their plans with them, but I find the implementation of these plans tedious.

If you’re reading this by yourself and feel this way, throw a fist pump in the air, “Yes! It’s not just me.” However, if you happen to be reading in this in the presence of other financial planners, just shake your head and say, “He obviously doesn’t care about his clients.” It’s OK, you can agree with me on the inside.…

How I Turbocharged Engagement w/ My Website Viewers - One advisor's success story

How I Turbocharged Engagement w/ My Website Viewers – One advisor’s success story

I could sense she was crying. But I didn’t know her name, what she looked like, and we’d only been talking for 20 minutes.

Let me back up for a second.

For the past 18 months, I’ve been running my niche-RIA, Finance for Teachers. During those first 12 months, I have heavily researched marketing techniques, and found that curating and promoting content for my blog is something that fits my style.…