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Competing Against Robo-Advisors – Opportunities and Risks for Advisors Pt. 1
For part 2 of this panel discussion, check out Competing Against Robo-Advisors Pt. 2. For John’s original blog post, check out Godzilla’s spawn is targeting your clients – What will you do?
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3 Steps to Help Clients Sail Through Trouble
The following is a guest post from Vince Esposito and Peter J Nagle who populate Spruce Hill Capital, LLC, Guilford, CT. They partner to give timely and sensible advice to people who have money, and...
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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...
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Center of Influence Marketing for Advisors Made Simple
Here is the latest idea from the field: Use the Blueleaf Sharing feature to drive your center of influence marketing strategy. You know all about center of influence marketing and how working with...
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Two must-have client communication elements you might be missing
Similar numbers, different meaning Client reporting is tricky. Reporting tools, client portals, your own presentation formats – they all present information in different ways and spur different...
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The Silent Advisor Killer …
One equation to rule them all A simple equation governs the success of any business LTV – CAC > 0. Violate this rule and your advisory business dies. CAC= Cost of Acquiring Clients. It’s less...
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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,...
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Defeating The Silent Advisor Killer
Is this viewpoint nuts? Recently I wrote about the Silent Advisor Killer - Cost of Acquiring Clients (CAC). In the discussion that followed, there were a number of advisors that disagreed with worrying...
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How to introduce new technology to your clients
Introducing new technology to clients can be a challenge. Let’s face it, whether you are a technophile with all the latest gadgets or someone who has just started to hear about a new company called...
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The Key to Delivering Exceptional Service on a National Scale – One advisor’s...
Jason opened his first office in Michigan where he focused on baby boomers and retirees using seminar marketing. The firm grew quickly. Fast forward to 2010, Jason had added two employees and opened...
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[InfoGraphic] You’ll be more productive getting high rather than this …
If you do this you’ll be 40% less productive, take 50% longer to complete tasks and make 50% more errors. Oh and you’re 92% Likely to do it … by kikikarpus. Explore more infographics like this one on...
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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...
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How the DOL Rule Change Creates Massive Hidden Threats to RIAs
After years of debate and public comment the DOL issued its final rule earlier this year. In fact, the discussion has dragged on so long that this article essentially started 5 years ago based on a...
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3 Strategies for Thriving After the DOL Rule
In our previous post on the upcoming DOL rule we presented massive new threats for RIAs. You will have thousands of new competitors and your best sales pitch – unbiased advice – will no longer be...
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3 Steps to Help Clients Sail Through Trouble
The following is a guest post from Vince Esposito and Peter J Nagle who populate Spruce Hill Capital, LLC, Guilford, CT. They partner to give timely and sensible advice to people who have money, and...
View ArticleClik here to view.
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...
View ArticleCenter of Influence Marketing for Advisors Made Simple
Here is the latest idea from the field: Use the Blueleaf Sharing feature to drive your center of influence marketing strategy. You know all about center of influence marketing and how working with...
View ArticleClik here to view.
Communicating your value to clients in a down market
Suggested email template This email assumes your client is in a properly diversified portfolio and that you replace the content in the [brackets] We did have our friends in compliance review this....
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The CNBC Effect
My friend Carl Richards recently posted this sketch; I think it captures something critical to the work of financial advisors, and central to the reasons we founded Blueleaf. Feeling peaceful when...
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Blueleaf Expands Executive Ranks with Appointment …
WealthTech leader Tim Minert joins the Blueleaf team as EVP of Business Development. Minert has 30+ years in wealth management and technology. He served as Chief Revenue Officer at AdvisorPeak, and...
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