Service

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.…

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.…

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 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.

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.…

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.…

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.…