Center of Influence Marketing for Advisors Made Simple

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Here is the latest idea from the field: Use the Blueleaf Sharing feature to drive your center of influence marketing strategy.

You know all about center of influence marketing and how working with other professionals like accountants and attorneys can drive great referrals. You also know it can be a huge waste of time with no near-term payoff. What if you could be the source, your branded portal, that all your clients accountants and attorneys needed to go through to get data. And what if it took you NO TIME AT ALL to be at the center of that universe? Would center of influence marketing look a little different? You bet it would.

Enter Blueleaf’s sharing feature. By using Blueleaf’s simple secure data sharing, clients can invite the other professionals they work with to the portal, give them access to the data they need, and best of all, these other professionals use your branded portal to recieve their client data. Center of influence marketing made easy. Here’s a little video on how simple sharing via Blueleaf is.

Next, click here for our FREE Whitepaper on the power of center of influence referrals.


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Also published on Medium.

John is the co-founder and CEO of Blueleaf and is an active startup advisor. He is also an experienced entrepreneur and senior executive. As part of 6 founding teams, he has led the product management, marketing, and finance functions. His background in banking and wealth management has shaped the vision for Blueleaf.
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