performance reports

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?’…

Why Advisor Software Feels so Outdated

Walk into an average advisor’s office today and you might see technology that reminds you of a set from a 1960′s science-fiction show – incomprehensible blinking lights and systems that don’t really seem to do anything.

It’s not because advisors are nostalgic about the 1960’s view of the future. It’s because, for the most part, their primary technology systems were either developed or purchased over a decade ago.…