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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.…

3 Elements of Highly Effective Virtual Meetings

3 Elements of Highly Effective Virtual Meetings

Virtual meetings continue to gain widespread popularity among financial advisors as a proxy for face-to-face meetings and a way to expand geographical reach. It’s a powerful shift. The ability to meet with clients virtually means the ability to serve clients from anywhere. (Tweet this.)

As with any new strategy, virtual meetings come with their own set of questions around “how to do it right”.…

Getting ROI from Account Aggregation in Two Basic Steps

Getting ROI from Account Aggregation in Two Basic Steps

Account aggregation costs money. And is not “necessary” to run a basic financial advisory business. So why do advisors bother with it? For the same reason that anyone takes action: the pros outweigh the cons. There’s a positive ROI. Let’s look at how advisors are making the cost of account aggregation “worth it” and how you can, too.…


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?”

Advisor Marketing, Part 1: Don't forget clients were cavemen

Advisor Marketing, Part 1: Don’t forget clients were cavemen

The way people interact with businesses has changed. There’s been a fundamental shift in how we receive, absorb and react to marketing. Marketing strategies that used to be effective are no longer relevant. The unfortunate reality is that the vast majority of advisors haven’t caught on to this shift yet.

Sure, there are resources out there suggesting how advisors can ‘improve’ their marketing.…

Ford Pinto

Quarterly Reports are like Ford Pintos – How to Fix it

Emotionally attached to your Ford Pinto?

Humans are creatures of habit and habits are hard to change. Whether we realize it or not, we become emotionally attached to them and tend to shy away from better ways of doing things.

Quarterly reports fall into this bucket – they’re an unnecessary client communication vehicle that’s only still around because of a habit.…


Want a Breakthrough Strategy for Advisors? It’s simple …

From eliminating needless client reports to adding account aggregation and client portal capabilities, it’s all about simplifying your business.

Look at your business. Complexity is everywhere.

Alpha, beta, lambda, it’s literally Greek. As an advisor, you operate in a world that for many, is difficult to decipher. Beyond the asset management issues, you must deal with the complexities of forecasting the future, understand intricacies of tax and estate law, and peel back the nuanced layers of insurance.…

Waiting to Save – Behavioral Economics at Work

Waiting to Save – Behavioral Economics at Work

This is an amazing TED talk on the power of default choices, decisions for today vs tomorrow and loss aversion. It’s also about how we can use the power of these effects to radically alter people’s financial outcomes.

The main example if of a 401k program that is not only set up as opt-out but is also set up for people to save more as they make more.…

Advisor Superpowers: The Science of Changing Client Habits (And Your Own) #FinSci

Advisor Superpowers: The Science of Changing Client Habits (And Your Own) #FinSci

I read this awesome New York Times piece, How Companies Learn Your Secrets, and it got me really interested in peoples habits. Specifically, the science and psychology of how they form and change over time. So I did a little digging, and–surprise!–I learned a few things. Eureka! A new #finsci post is born!

 The habit creation process, a three-step loop

  1. First, there is a cue, a trigger that tells your brain to go into automatic mode and which habit to use.