Harry Connick Jr., Skittles, & Advisors You Want to Punch – #Blueleafing Roundup

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This Week’s Blueleafing Roundup

Harry Connick Jr. and Transparencyman-candy-monday-harry-connick

(via Above the Market) — How many celebrities can teach us lessons about financial advising? In the business of giving advice, we need full disclosure and transparency with our clients. What can Harry Connick Jr. teach us about this?

5 Financial Advisor Blogging and Social Media Strategy Lessons I’ve Learned the Hard Way

(via Nerd’s Eye View) –Some advisors know how to rock Twitter, but many still feel lost when it comes to marketing ourselves online. Michael Kitces discusses five points he learned about blogging and social media the hard way, so you can learn how to avoid making the same mistakes.

banner for blog #Blueleafing Roundup.001On Skittles and Financial Fortune

(via Sage Broadview) — What is there to learn about high finance from a jar of Skittles? Sage Broadview draws the connections between this jar of Skittles and how assumptions can be an inherently flawed approach to finances. A contest is included at the end of this post!

Focus on Progress, Not Perfection

(via Upperline Financial) — We all want to strive for perfection. But the #Blueleafing way suggests that we should be striving for something else. Learn how success in your financial life isn’t about perfection, but about something a lot more simple…progress.

A Flag Day Financial Lesson

(via Wealthcare for Women) – Saturday, June 14th is flag day! While it isn’t a federal holiday, it gives us a day to think about what the flag means to us. Weathcare for Women writer Russ Thorton writes about how he sees the flag as a symbol of success, and how a financial lesson ties in there.

7 Financial Advisors I Would Like to Punch in the Face

(via Good Financial Cents) — Do you have an advisor-type you hate to hear about? We know that good #Blueleafing advisors don’t fall into these categories! Find out what advisors drive Jeff Rose crazy, and reassure yourself that you don’t fit these descriptions!

Articles For Clients

Here are 4 articles for you to Tweet, email or otherwise share with clients.

   Why share content? Client engagement correlates with advisor growth.

Financial Questions to Answer Before You Get Married (via Wall Street Journal)

– Which Comes First: Saving Money for Your Retirement? Or Your Kid’s College? (via USNews)

What Are The Tax Savings Generated By My Mortgage? – Calculator (via Fox Business)

Retiree Health Costs Hold Steady (via Fidelity Viewpoints)

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  • Russ Thornton June 13, 2014, 8:22 pm

    Thanks for including my Flag Day post. It’s nice to be in the company of other great advisors and writers. Have a great weekend y’all