Account Aggregation

Blueleaf Client Engagement

How Advisor Dave Grant Retained 100% of his New Clients with Blueleaf

I work hard to improve my growing RIA business. Attracting and retaining new clients is a vital part of this.

I test everything I can making decisions based on facts, not just gut feeling.

Client Engagement Test
So, while I’m already a Blueleaf customer, I wanted to prove if the investment in Blueleaf was worth it.

In other words, ‘Was Blueleaf helping my business?’…

Blueleaf AUM Tools

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.

Blueleaf AUM Tools

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 office hoping they fix their numbers before the client notices the mistake in his online portal.…

Landing page example for financial advisors

Getting an F on Growth? Here’s How Superstar Financial Advisors Do It

Blueleaf has a team dedicated to customer success, creatively called the Customer Success team. As part of what we do, we look for customers that are crushing their business objectives [by using Blueleaf] so we can teach other advisors how to do it too.

Customer Success team at Blueleaf help financial advisors win

Our Customer Success team talks with these advisors often to find out what they are doing that is working so well.…

data

A “Data Problem” Grew This Advisor’s AUM by $1.5M

Certain “data problems” are actually growing advisory businesses.

A typical Thursday morning.

new york city viewIt’s a typical Thursday morning in New York City as one experienced financial advisor begins his day. Logging into his new portfolio monitoring dashboard, the advisor notices one of his clients’ accounts is reporting a doubled value. Sigh… a data problem.

He sends a quick email to the software company, “Double-counting of account today… Can you look into it?”

How an Advisor Grew from $0 to $1.3B AUM

How an Advisor Grew from $0 to $1.3B AUM

Growing a financial advisory business for scratch is hard. It takes long hours and persistence.

Creating a high growth advisory business is even harder. It takes new thinking and outstanding execution to create a service that is much better at meeting client needs than alternatives.

Here’s how one high growth advisor created his rocket ship.

Jason Wenk’s story.

Is financial planning a "set it and forget it" process?

Staying in touch with friends, no matter how dear, is talked about more often than it’s tackled. Once convenience and opportunity finally merge, though, the hours enjoyed catching up simply fly by. The feeling can be bittersweet when the time comes to say goodbye. We realize while we may have caught up on the broad strokes of each others’ lives, there was little time for the details – the nuances that cement strong relationships to help them endure time, distance, and circumstance.…