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Ideas

  1. 3 Financial Advisors Who Are Going Paperless and Why

    3 Financial Advisors Who Are Going Paperless and Why

    • Ideas
    • Simpler Process
    • Technology

    3 min Read

  2. Advisors: Beware The Rise of the “Franken-Product”

    Advisors: Beware The Rise of the “Franken-Product”

    • Ideas
    • Product

    5 min Read

  3. Why Your Next Client Will Demand “On-Demand”

    Why Your Next Client Will Demand “On-Demand”

    • Ideas

    5 min Read

  4. The Software Opportunity Missed by 93% of Advisors

    The Software Opportunity Missed by 93% of Advisors

    • Ideas

    4 min Read

  5. What is an API? Invitation to the Blueleaf Block Party

    What is an API? Invitation to the Blueleaf Block Party

    • Ideas
    • Product

    2 min Read

  6. NextGen Investors Demand Advisors Use a Client Portal

    NextGen Investors Demand Advisors Use a Client Portal

    • Communicating with Clients
    • Ideas
    • Technology

    4 min Read

  7. Two Efficient Advisors who Don’t Hate April

    Two Efficient Advisors who Don’t Hate April

    • Ideas

    3 min Read

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