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 up.…
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.…
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 then share this learning through direct coaching calls.…
One of our recent blog posts demonstrated how high growth financial advisors are growing their businesses by making a prospect feel like a client and delivering value even before they are signed up.
The challenge that remains is how to attract the right prospects and get them to make the initial contact.
After referrals, the most cost-effective way to attract new clients today is digital marketing.…
Back in the old days, getting (and then onboarding) clients from faraway places meant phone calls, emails, faxes argh. Not anymore. There are plenty of easy to use apps to make the process a breeze for you and for your clients. Blueleaf client ScholarFi, a husband and wife team, have the process to onboard new clients sorted out.…
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.…
Recently a client asked me to attend a meeting between her, her recent ex-husband and an insurance broker we have been talking to. The reason for the meeting was to explore getting life insurance coverage on the husband, to insure the alimony he was obligated to pay. Her attorney had missed this during the divorce proceedings, so it was going to be on my client to bear the cost.…
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.…
Want to be as much as a star as Chris Hatfield, a founding member of the Opsahl Group at True Private Wealth Advisors in Portland, Oregon? Here he shares five simple advisor tips that have helped make him a rising star in the industry.
Everyone likes to talk and mostly they like to talk about themselves.…
