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.
In this post and video, Jeff Rose shares the secrets behind his success.…
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 office hoping they fix their numbers before the client notices the mistake in his online portal.…
We got a call from one of our customers early last week. Feedback from our users – whether it is positive or negative – is vital to help us make Blueleaf better. This feedback was decidedly negative.
Here’s how the call went.
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Customer:
Hey, I got a lot of angry calls from clients because of Blueleaf and we want to cancel.…
You want to help your clients feel like champions, right? Of course! Coaching and advising your clients so that they are financial superstars? Definitely, yes. And when those clients recommend you to their friends … You can all be champions, and create some serious growth for your business as well.
Stephen Rhodes, successful advisor and founder of Signify Wealth in Missouri, knows this first hand because his clients, which include professional football and baseball players, are actually world champions themselves.…
Throughout my career as a financial planner, I’ve tried many approaches at streamlining the task of setting up and getting data for client review meetings. This has been as simple as a brief phone call, but this can sometimes lead to a lack of data. On the other end, it has been as in-depth as requesting copies of a client’s statements and re-iterating their goals, but then the work would be too much for clients and I would get the silent treatment.…
You’ve told us that you want Blueleaf to deliver our brand of simplicity and ease of use to document sharing. We’ve heard you and it’s here.
(Ready to get started? Jump ahead.)
We’ve partnered with Dropbox to bring you the very best in document sharing for your clients. Dropbox has over 40 million users and is growing at nearly twice the rate of anyone else that provides a document sharing platform.…
