So, You Want to Write a Post for Blueleaf?

Fantastic. Here’s a little more about our editorial process, and how we like to handle guest blog submissions.


If you’d like to create a post for Blueleaf, we think that’s awesome. Thanks. The important thing is that you have an area of expertise that’s relevant to the business of financial advice. If you’re a financial advisor or planner, great. If you provide a service to finance professionals (websites, platforms, marketing etc), that works too. We just need to be sure that you have some expertise and know how to speak to financial advisors’ needs.


First, we ask that you run your idea by us. If you can explain it in 140 characters, a DM on Twitter is fine, otherwise please email us with your idea. Once we nail down the idea or post topic, you write a draft and share it with us as a Google Doc. We ask that you don’t do any hard selling or name-dropping in your post (don’t worry, your company and website will be linked to in the bio), and we thank you in advance for your cooperation. Feel free to leave in-line comments and questions on this doc as you see fit, and we’ll take them into consideration as we edit. While we edit, you send us a bio and headshot or company logo (we prefer headshot), so that we can include it in the editor’s note at the top. Check out Tim’s post as a reference. After we’ve edited the post, we’ll shoot it back to you to make sure you’re happy with it. If you’re an advisor, it will have to go through compliance, and once that happens we’ll post it and share it across Twitter, FB, LI, G+ et al.


We try not to lead you too much in the direction of the post. Our thought process is that you are writing a guest blog post because you have something to say. We want you to say that thing and write to your strengths. If video is you’re expertise, create a video or write about video. We do have several themes here on the blog, such as #advisorhacksscalable advisor and savings & investments, but don’t worry if your piece doesn’t fit into one of those neat little boxes. We’re open to anything.

One last thing…

Blueleaf is working to revolutionize accessibility to great financial advice for everyone. We’re doing that by creating software for advisors that allows them to dramatically simplify and scale their businesses. So while you’re thinking about a topic, keep in mind that your post ought to be enlightening to advisors and help them better themselves and their businesses, in one way or another.

Good luck!


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John is the co-founder and CEO of Blueleaf and is an active startup advisor. He is also an experienced entrepreneur and senior executive. As part of 6 founding teams, he has led the product management, marketing, and finance functions. His background in banking and wealth management has shaped the vision for Blueleaf.
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