Dear Advisor Letters

Dear Advisor: Let's make referrals interesting.

Dear Advisor: Let’s make referrals interesting.

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

headshot aaron staffordLetters 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.

Aaron Stafford is a partner at SB Capstone, LLC, and a real estate investor.…

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.…

Dear Advisor: Why haven't I heard from you?

Dear Advisor: Why haven’t I heard from you?

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

Letters 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.

Adam_sigelAdam Sigel lives in Brookline, MA with his wife and dog.…

Dear Advisor: I recently acquired two properties

Dear Advisor: I recently acquired two properties

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

Letters are submitted by members of the general public who, at all stages of life, have an honest message to share with you. Take this first-hand insight into the client/prospect’s mind, and run with it.