Blueleaf Updates
Archives
While they’re not wrong, traditional free consultations often aren’t good business. There is a simple reason: Most advisors mistakenly think of consultations as a prospecting tool that helps fill the very top of their funnel (TOFU). WRONG. If Free Consultations aren’t good for TOFU, then what are they for? Meet MOFU, Middle Of the FUnnel. MOFU, is about developing relationships by moving people through a process to get to know you well enough to make a commitment. In other words, MOFU helps people move down the funnel. This is the point at which a traditional free consultation can work. Continue reading →
It’s true. Blueleaf has no salespeople. But why? Are we a bunch of hippies uninterested in profit? Given that I spent time as an investment banker, not likely. Does our team have a thing against polyester? Well, maybe. But that’s not the whole story. Our goal is to create happy customers. So I have a question for you: when was the last time you thought, ‘I’m so glad that salesperson called!?’ Our team had trouble remembering too. In fact, we don’t believe that traditional selling is an effective way to make people happy. Continue reading →
You’re leaving on a long road trip. You’ve checked and double-checked everything – the car, the kids, the pets – check, check, check. You’re a little uneasy but you leave anyway, got to get a move on. An hour or two into the trip it hits you: You have no idea where you’re going. You forgot the directions. You knew just enough to get you where you are, but now you’re several hours in, completely lost. You’ve got two options: double-back home and start over again or stop, pull over and ask for directions. This is EXACTLY what it’s like after you jump into social media. Sure, you had a few ideas for posts, a fancy Twitter background and a Facebook page. Now what? Continue reading →
You’re here because your financial blog is sucky, lackluster, mediocre – whatever. You just want it to be better. I get it. Blogging is hard work and right now your work just isn’t paying off. It can be extremely frustrating.Yet you know blogging can be a powerful way to connect with clients and prospects so you don’t want to quit. So don’t. I’ll tell you all about the simple but often ignored steps and tactics to make sure your blog rocks and that it drives your business. Here’s how to turn you blog from sucky to awesome – in 8 steps. Continue reading →
Thinking through these 4 simple steps will put you in a position to create content that can make a real impact on your business. It turns out that despite the simplicity and importance of these critical issues, most financial writers simply miss them. Don’t be that writer. Follow these simple steps and you’ll be on your way to content that really works. Includes bonus Pro tips and checklists to get you on the right track.
Continue reading →
Is Your About Page Memorable or Just ‘Meh’? Is your About page working for you? Does it just sit there like a wallflower or help fill your client dance card? “About” is a standard section on every website so it tends to get overlooked. That’s too bad because in terms of your site traffic and search engines, the About page typically ranks right up there with the home page. Blueleaf’s about page receives the most traffic of any page on our site other than the home page. Which means, it’s likely that people searching for you on the Web will see your About page before ever clicking on your home page. Crafted well, your about page is one of your most powerful marketing tools. Ignored or crafted poorly and people will look elsewhere for a more compelling story. Following are Read More…
Posted by