Marketing

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.…

20 Stylish Videos explain Economics, Taxes, Recessions & more

20 Stylish Videos explain Economics, Taxes, Recessions & more

We talk a lot about the economy.

But explaining it clearly to non-finance folk can be difficult, and it’s nearly impossible to make the conversation interesting. Until now.

Meet ‘WeTheEconomy’.

Leading economic experts decided to tackle 20 essential questions about the U.S. economy in a brand new way. Teaming up with award-winning directors, they produced a thought-provoking short film series to educate people about important (but sometimes dry) topics through comedy, animation, and scripted films.…

Can you explain 'Derivatives' in simple terms?

Can you explain ‘Derivatives’ in simple terms?

Marvin emailed me. Money-words

I had to pause.

He was responding to the Explain Jargon to Clients Tool I shared with him. The tool helps advisors explain common financial jargon in ‘human words’ people can actually understand.

What about ‘derivatives’? After some thought (and consulting some of the Blueleaf team), I replied with this idea:

A financial derivative is just a contract which has a value that is “derived” from the value of other assets the contract is tied to.…

Peyton Manning, Robo-Advisors, & How Sailing Can Win You Business - #Blueleafing Roundup

Peyton Manning, Robo-Advisors, & How Sailing Can Win You Business – #Blueleafing Roundup

This Week’s Blueleafing Roundup

Peyton Manning and Investing Success

PEYTON(via The Chicago Financial Planner) — How does financial advising relate to one of America’s favorite pastimes? Learn about how Peyton Manning became a financial superstar – in football terms – and discover how using the same mindset can help you become a better financial planner.

[Video] How Sailing Can Win You Business

(via Wall Street Journal) — Advisor David Edwards discusses one of his favorite hobbies and how it helped him to grow his business.…

carolyn sig

6 Tips for an Email Signature Your Clients Will Love

signatureYou write a lot of emails. Most advisors use a standard vanilla email signature, and very few use it to engage with clients and deliver consistent value. Until now.

As we all know, the most valuable client communication tools in your business are the ones that are automated, client-friendly and scalable. When advisors think about this, most point toward their client portal (which is right), but few realize that their email signature also falls into this bucket.…

Simple Questions That Can Improve Your Writing

Simple Questions That Can Improve Your Writing

Today, a guest blogger…

The Blueleaf Blog would like to welcome Susan Weiner, CFA, as today’s guest blogger! Susan works with financial professionals to increase the impact of their writing. Today she’s stopping by to explain how family and friends can add value to your writing process.

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The Curse of Knowledge

Yes, you’re an advisor, but whether you realize it or not, you’re also a writer.…