Service

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.…

Win More Clients With THIS Pricing Model

Win More Clients With THIS Pricing Model

“I’ve interviewed three firms: one said I didn’t meet their minimum, the other had a huge fee for just managing my investments, and the last claimed most of their work is done for free but they use some select products. Even I’m not that dumb. Is your whole industry so arrogant and f*&$ing confusing?”

Sound familiar?

Our profession (financial planning and investment management) is open to the rich. …

Lessons Learned: Advising Families from Foreign Cultures

Lessons Learned: Advising Families from Foreign Cultures

diverseI recently started working with a family with a strong Pakistani heritage. The husband is a first-generation immigrant and his wife is an American-Pakistani (born in the USA, but of Pakistani descent). They are both doctors and have a great combined income. However, as we started discussing how their plan would be designed, it become clear to me that my whole education and experience was going to be turned on its head.…

Find Your Next 10 Clients Without Trying

Find Your Next 10 Clients Without Trying

freeIf you read last month’s post about creating automatic emails to your prospects, you’ll have noticed I glossed over how to get these prospects onto your mailing list in order to receive those emails. Let’s discuss that today.

For discussion’s sake, let’s say you are going to be offering your prospect a guidebook outlining some of your advice on a financial topic.…

Is it Time to Bring Back the Home Visit?

Is it Time to Bring Back the Home Visit?

Screen Shot 2015-01-07 at 9.07.40 AMIs it just me, or is the whole “online financial planning” and “robo-advisor” angle getting a little old? It’s still a new approach, but it’s been written about and reported on ad nauseum. But let’s be honest, many clients won’t need or use it.

Whatever happened to the good-ol’ days when an advisor would leave their office, go visit with someone and talk about their finances and life.…

Shake up the Holiday Gifts

Shake up the Holiday Gifts

ribbonhand1When I was an employee of a larger firm, this was my favorite time of year. Vendors who we worked with, or were vying for our business, would send overflowing baskets of holiday treats to show their gratitude.

Harry David pears, endless flavors of popcorn, Lindt chocolate truffles – the list of waist bulging items was almost endless.…

Let your Clients Be your Guide

Let your Clients Be your Guide

stock-footage-couple-looking-at-road-map-on-car-hoodYou’re looking for a way to better your business, and improve your relationship with your existing clients. If you want a tried and true way to improve client engagement? Let the clients be your guide.

Successful startups use customer data and feedback to shape their products, brand, and customer experience. They constantly iterate based on what their customers need.…

Dear Advisor: I'm ready to get started. But how?

Dear Advisor: I’m ready to get started. But how?

The following is part of Blueleaf’s The “Dear Advisor” Campaign, encouraging open collaboration and service innovation in the financial industry like never before. 

erika headshotLetters are submitted by members of the general public who, at all stages of life, have an honest message to share with you. Let’s redefine what “value to my client” means.

Erika Gordon works as Community Manager at Mobee, a data crowdsourced collection company based in Boston, MA.…

Scooby Doo and the Case of the Scalable Advisor

Scooby Doo and the Case of the Scalable Advisor

finance-scooby-dooIt’s the Halloween season, and we’re feeling nostalgic for costumes, candy, haunted houses, and spooky episodes of ”Scooby Doo, Where Are You?”.

Want an excuse to watch a Scooby episode this week?

Here’s a good one: Scooby episodes teach us a lot about keeping a formula that works, updating your formula, giving a stellar first impression, having a plan, and staying calm in scary situations.…

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.…