Free at last! Thank God Almighty, we are free at last!


03/28/2013, 9:06am EST – Breaking News from J.E. Wilson Advisors, LLC

This morning we received an email from a Blueleaf customer that generated some hubbub around the office. With the customer’s permission, we’d like to share his firm’s good news:


“John- We are looking forward to our first “non-quarterly report” quarter. Should make the first week or two of April more enjoyable.” 

– James E. Wilson, CFP

That’s great, James! Thanks for sharing your good news with us. We are so thrilled. This is exactly the type of impact we know Blueleaf can have on wealth management. Cheers to you for making the change.

Hello to on-demand reporting with push-button ease, available to you and your clients 24/7.

Goodbye to expensive, time-consuming quarterly reports. Sayonara. Don’t let the door hit you on the way out.

One of our Blueleaf Coaches, Justin, rattled off a slew of numbers that can really put this in perspective: “Think about it – an average quarter is 13 weeks and it often takes 2-3 weeks to generate quarterly reports… 2 weeks times 4 quarters, that’s 2 months of the year. Multiply that by the salaries of 2 employees, and BOOM. Years of Blueleaf pay for itself after ONE QUARTER.”

Times are a changin’. Efficiency is possible. The next time you think, “There’s gotta be a better way…” look for one.

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Carolyn is Blueleaf’s in-house marketing guru. She writes on The Blueleaf Blog to make advisors’ lives easier, offering practice management and client engagement tips where and when they’re useful. Outside of the Blueleaf offices, she can be found running a 10k or cooking her famous chili. Chat LIVE with Carolyn on Twitter @BlueleafAdvisor!
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