How to Keep Your Wealth Management Clients Calm in a Crazy Market

My friend Carl Richards recently posted this sketch; I think it captures something critical to the work of financial advisors, and central to the reasons we founded Blueleaf.

Peace & Money

Feeling peaceful when thinking about money shouldn’t be rare.

Carl wrote:

In my conversations about money, the most common desire people express is a simple desire for peace. We all just seem to want to get out from under the constant stress that so often comes whenever we talk or think about money.


Double Your Growth With This Financial Advisor Marketing System


You are probably very skeptical about that headline. What financial advisor marketing system could deliver this kind of growth? We have other posts with big claims. They include advisors who achieved a 94% close rate, received no calls during a major market downturn, and grew their AUM with no effort. Here’s some research to back the headline [...]

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


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. Watch Jeff’s [...]

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. 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 [...]

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. 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 [...]