How one advisor mastered client communication, got featured in the Wall Street Journal

Disruption is never popular at the outset. Traditionalists express disdain towards it. Moderates view it as a curiosity. Pioneers take a chance and are sometimes rewarded for it. This is rare in financial services, where tradition all too often wins over innovation. Not in this case.

CFP Katie Stokes is a pioneer. Katie initially shied away from Blueleaf’s automated email update feature before embracing the platform, mastering client-centric communication, and getting featured in the Wall Street Journal for her efforts.…

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.…

Getting an F on Growth? Here’s How Superstar Financial Advisors Do It

Blueleaf has a team dedicated to customer success, creatively called the Customer Success team. As part of what we do, we look for customers that are crushing their business objectives [by using Blueleaf] so we can teach other advisors how to do it too.

Customer Success team at Blueleaf help financial advisors win

Our Customer Success team talks with these advisors often to find out what they are doing that is working so well.…

“I hope he NEVER pays us,” admits CEO of software company

Business conferenceIt happened yesterday.

During a 10:30am meeting in downtown Boston, the CEO of a financial services software company exclaimed, “I hope he NEVER pays us,” to a room full of employees.

Everyone nodded.

While most CEOs – and other top executives – focus their teams on how to funnel more and more customers through their sales process, and collect more and more money from customers once they’re in, Prendergast doesn’t feel the need to fit that standard.…

15 Things to Consider When Shopping for Account Aggregation

Shopping for account aggregation can feel overwhelming.

There’s a lot to consider. What can you expect? What should you ask about? What’s acceptable and what’s not? Dare we say, what do you deserve?

It’s important to think about these things. Some advisors fall into “aggregation aggravation” and wind up feeling stuck with a system that’s too expensive, too complex, and a nightmare to use.…

A “Data Problem” Grew This Advisor’s AUM by $1.5M

Certain “data problems” are actually growing advisory businesses.

A typical Thursday morning.

new york city viewIt’s a typical Thursday morning in New York City as one experienced financial advisor begins his day. Logging into his new portfolio monitoring dashboard, the advisor notices one of his clients’ accounts is reporting a doubled value. Sigh… a data problem.

He sends a quick email to the software company, “Double-counting of account today… Can you look into it?”

Advisors: Beware The Rise of the “Franken-Product”

The Advisor Technology Dilemma

Software, you have. You have a CRM system to manage your communications and tasks. You have a financial planning system to create the long-term analysis that clients depend on. You have a performance reporting system to show clients how they’re doing. You have account aggregation to see a complete view of client assets.…

What is an API? Invitation to the Blueleaf Block Party

open the door and come on in

Many of you know that Blueleaf has an open API.

What you may not know is how an API benefits your business. Today we’re going to fix that.

What’s an API?

API stands for ‘application program interface’. You can read more about it around the web, but to simplify things, just think about an API like a door.…