Growth

3 Strategies for Thriving After the DOL Rule

3 Strategies for Thriving After the DOL Rule

In our previous post on the upcoming DOL rule we presented massive new threats for RIAs. You will have thousands of new competitors and your best sales pitch – unbiased advice – will no longer be differentiated. We suggested you start communicating with existing clients to get ahead of these competitive threats.

We’re begging you – please wake up

After we published this post I had a quick email exchange with our friend Michael Kitces.

Jeff Rose Financial Advisor Blog Good Financial Cents

Why You Should Start a Financial Advisor Blog and How to Do It

Jeff Rose on Financial Advisor Blogging Success

Have you heard of  Blueleaf Advisor Jeff Rose or his main blog Good Financial Cents?

If you haven’t of Jeff or his blog then you are probably one of the few.

The blog gets over 400,000 visitors per month and it is one on the leading personal finance websites in the United States.

In this post and video, Jeff Rose shares the secrets behind his success.…

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.…

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.…