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  • Aim Carefully With Target-Date Funds
  • Always Know When You’re Going To Sell Before You Even Buy A Stock
  • Diversification: Think Twice Before Investing In Individual Stocks (Content for Financial Advisors)
  • Diversification: You’re Doing It Wrong
  • Funding Your Retirement: The Elements of Retirement Income
  • How Leverage Works In Investments (Content for Financial Advisors)
  • Last-Ditch Ways To Fund College And Education Expenses (Content for Financial Advisors)
  • Nest Egg for Two: Saving For Yourself And A Non-Working Spouse (Content for Financial Advisors)
  • Rollover, Traditional, And Roth IRAs: Money In, Money Out (Content for Financial Advisors)
  • The Difference Between A Traditional And Roth 401(k)
  • The Differences Between 529s And Coverdell ESAs
  • The Differences Between Bond Funds And Individual Bonds
  • The Miracle Of Compounding
  • What Type Of Investor Are You?
  • Why Index ETFs Are Better Than Traditional Index Mutual Funds
  • Why Married People Are Financially Happier
  • Why You Should Roll Over Your 401(k) Into An IRA As Soon As Possible (Content for Financial Advisors)
  • Why Your Broker Wants You To Trade More
  • Your House Is Not an Asset; It’s an Expense (Content for Financial Advisors)

Posts by category

• Category: #AdvisorHacks & #FinSci
  • 3 Steps to Turn Your Advisor Website into a Prospect Magnet
  • 5 Simple Advisor Tips from Rising Star Chris Hatfield
  • Stephen Rhodes On His Champion Client Strategy
  • 16 Quotes to Help You Inspire Clients
  • The Top 5 Ways Advisors Use Their Tablet
  • If You Could Teach A Client To Brush Their Teeth, You Can Keep Them Calm About Finances. Here’s Why.
  • How Speaking To A Group of Pilots Made My Teachers-Only Business Take Off
  • How to Save A Month of Time by Doing Less
  • 3 Essential Communications Skills Every Advisor Should Master
  • 3 Steps Critical to Reaching Your Goal
  • #Advisorhack: Leave Your Assets At The Office
  • #Advisorhack: Time Is On Your Side
  • #Advisorhack: Get In Over Your Head
  • #Advisorhack: The Numbers That Highly Productive People Love
  • Why Advisors Need To Adopt Hacker Culture
  • #Advisorhack: Hack To The Future
  • Advisor Superpowers: The Science of Changing Client Habits (And Your Own) #FinSci
  • #Advisorhack: The Complete Guide To Better Finance Writing
  • #AdvisorHack no. 2: Get Your Faxination
• Category: by Advisors
  • Dave Ramsey Is Better Than You But …
  • Does Video Actually Work?
  • You Deserved Better
  • The Problem with Advice Engagment
  • Want to Elevate your Client Convos to TED talk Level
  • Every Advisor’s Biggest Fear
  • Winning the Internet
  • Financial Advisors, are you Creating Experiences or just Delivering Services?
  • Your Biggest Competitor as a Financial Advisor isn’t who you think it is.
  • Don’t Be Afraid to Innovate, Blueleaf CEO John Prendergast Tells Advisors on the Advisor Lab Podcast
  • How to Get Clients to Appreciate You: Blueleaf CEO John Prendergast on the Model FA Podcast
  • International Podcast Day 2023: Top 10 Unforgettable Augmented Advisor Episodes
  • Top Trends in Wealth Management in 2021
  • How Fintech is Disrupting Wealth Management
  • How to Use Video to Make Client Onboarding Less Painful
  • How Advisor Dave Grant Retained 100% of his New Clients with Blueleaf
  • How a Financial Advisor Closed 94% of Prospects
  • How to Handle Hostile Client Meetings
  • Designing the Review Meeting of Your Client’s Dreams
  • Financial Planning Software that Makes Plan Operations Pain Free
  • How I Turbocharged Engagement w/ My Website Viewers – One advisor’s success story
  • Here’s what the financial industry REALLY thinks about Twitter…
  • How I Announced a Move Across the Country With Only Positive Feedback from Clients
  • What To Say [and NOT say] To A Grieving Widowed Client
  • Invaluable Prospecting Skill I Learned After Getting “Choked Out” by a Grown Man
  • 6 Insider Tips for Working with Widows
  • Defeat Robo-Advisors: Where Algorithms Can’t Replace The Human
  • I can run my advisory business from anywhere. Here’s how I roll…
  • The Two Emails That Save Me Hours Of Work And Build Client Relationships Right
  • Saying You’re Transparent Can Actually Kill Client Trust If You Fall Into This Trap
  • Video for Beginners: There’s No Need To Feel Intimidated, Starting Now
  • The ‘Unpopular’ Sharing Method That Gets More Eyes On My Blog
  • “I’m not your father’s financial planner” and other ways Sophia stands out
  • A Huge Pool of Investors Won’t Trust Financial Advisors Until We Do This
  • 3 Steps to Help Clients Sail Through Trouble
• Category: Client Engagement
  • Silence…
  • Your clients need more from you
  • Your Clients Spend 300+ Hours on Social Media
  • “Quality” Doesn’t Make A Video Viral
  • How to Design a Great Client Experience – Part I
  • A New Critical Metric for Financial Advisors: Client Engagement
  • The On-Demand Antidote to Media Mayhem that Keeps Clients on Track
  • How one advisor mastered client communication, got featured in the Wall Street Journal
  • The Ultimate Communication Strategy that Keeps Clients Calm and Confident
  • Why CNBC is Your Biggest Competitor in the Wealth Management Space
• Category: Communicating with Clients
  • 4 Strategic Ways to Virtually Enhance the Advisor-Client Relationship
  • Is your wealth firm ready for the future? It begins now
  • The Great Reset: How the Pandemic Changed the Wealth Management Landscape
  • Managing Client Expectations in the Digital Era
  • Virtual Wealth Management Can Improve Client Relationships
  • Financial Advisor versus Robo Advisors: What Are Your Clients Looking For?
  • How Fintech Can Help Drive Down Compliance Costs in Wealth Management
  • How Blueleaf Supports Your Firm’s Evolving Value Proposition
  • Think Your Firm’s Growth is Tied to Price? Think Again.
  • The Blueleaf Advantage: Keeping Value Top of Mind
  • If Pricing is Your Differentiator, Your Wealth Management Firm is in Trouble
  • 4 Big Ways Advisors Add Value – And How to Tell that to Your Clients
  • How a Beautifully-Designed Mobile App Attracts and Retains Clients
  • Your Customers Hate Your Wealth Management Software — And We Don’t Blame Them
  • How One Advisor Used Blueleaf to Make the Transition to Remote Client Services Seamless
  • From Cyber-Conniption to Coffee and Chill: How to Use Blueleaf’s Client Portal to Make Onboarding a Breeze
  • Using Blueleaf’s Client Portal to Become Your Clients’ Favorite Video Conferencing Meeting
  • The Secret to Seamless Scalability in the New Digital World
  • How to Turbocharge Your Wealth Management Business in the Digital Era
  • Blueleaf Tells All: Why Account Aggregation Isn’t Perfect & How We’re Fixing It
  • Digital-First Disorientation: The New Wealth Management Problem
  • Find Out How Blueleaf Makes AUM Growth Just Happen
  • Blueleaf on the Breaking Banks Podcast: The Art of Innovation
  • Wealth Advisors Have a BlackBerry Problem…and Digital is Making it Worse
  • How a 360-Degree View Prevents Clients from Doing a 180
  • Katie Stokes Chats About Virtual Client Service
  • Communicating your value to clients in a down market
  • 3 Strategies for Thriving After the DOL Rule
  • How To Make Panicked Client Calls History
  • Can you explain ‘Derivatives’ in simple terms?
  • Dear Advisor: Why haven’t I heard from you?
  • How To Introduce Account Aggregation to Clients
  • Be Different: Help Clients Invest In Their Happiness (Really. It’s science.)
  • Powerful Tools That Make You a Master at Effective Email
  • Do Less, Deliver More: Lessons from the Tortoise and the Hare
  • Your clients aren’t reading your emails. Fix it in 5 steps
  • How Blueleaf Put Advisor Katie Stokes in the WSJ
  • Explain Like I’m Six: Account Aggregation
  • Scariest. Client Email. Ever.
  • Uncommon Strategy Drives 50% Annual Growth for This Independent Advisor
  • Is Texting a Client Okay? The Truth for Advisors
  • Two Words That’ll Make You Stand Out from other Financial Advisors
  • 14 Quotes About Financial Planning to Share With Clients
  • 4 Ways You’re Losing Credibility With Bad Design
  • The Ultimate Lesson for Effective Client Meetings
  • NPR Exposes How These Americans Really Feel About Retirement Planning and Why
  • 19 Ways To Describe Aggregation Without Saying The Word
  • 7 Truths Advisors Can’t Ever Admit To Clients Turned Into Questions They’ll Love To Answer
  • Advisors Told Me What The Perfect Meeting Looks Like and It’s F***
  • Delight Clients and Increase Referrals With 4 Lessons From Walt Disney
  • When You Stop Sending Paper Reports, You Deprive Clients Of 15 Things
  • My Client Died and One Simple Question From His Family Changed My Business
  • 7 Terms Advisors Use That Make Clients Go “Huh?”
  • Study Finds Office Atmosphere Influences Client Stress Levels
  • Two Client Meeting Mistakes You Might Be Making
  • 3 Elements of Highly Effective Virtual Meetings
  • 6 Tips for an Email Signature Your Clients Will Love
  • Bill Gross Suggests Our Flaws Instill a Sense of Trust
  • It’s Time To Rethink The Standard “Out of Office” Email
  • Free at last! Thank God Almighty, we are free at last!
  • Quarterly Reports are like Ford Pintos – How to Fix it
  • Think Your Clients Aren’t Tech Savvy? Think Again…
  • How an Advisor Grew from $0 to $1.3B AUM
  • NextGen Investors Demand Advisors Use a Client Portal
  • #FinSci: How We Talk When We Talk About Finance
  • Two must-have client communication elements you might be missing
  • Advisors in the Mainstream (Infographic and Excerpt)
  • Parsing the Fears of the Wealthy
  • Treat Your Clients Like Gods… Or Don’t (The Ideal State of Client-Advisor Relationships)
  • Waiting to Save – Behavioral Economics at Work
  • The Future Is Here, Now For Financial Advisors
  • Your Clients are Leaving You in the Dust!
  • Clients want great service. Does your financial advisory firm leave them hungry?
  • Advanced Free Consultations for Advisors
  • Trust Fall: What Do You REALLY Know About Client Trust?
• Category: Guiding Change
  • If Your Firm is More Than You, You Have a Culture
  • How To Introduce New Technology To Your Clients
  • Getting Clients to Go “All In” with Held-Away Assets
• Category: Ideas
  • I love doing this…
  • Making things simple is hard
  • It’s a seductive lie
  • A silent killer is hurting your practice
  • The simple way to get more referrals
  • What getting scalded by a hot shower taught me…
  • Silence…
  • Want to know how to improve your service or product?
  • I empowered my team but they completely failed
  • Calm down, it’s not what you think
  • I’m incredibly selfish and it’s why…
  • She said “The way you communicate with clients is self-centered”
  • You’re Wasting Time Learning from your Customers
  • Over the years as an entrepreneur, I’ve learned that while you are responsible for everything…
  • Your job as a business leader isn’t to empower your employees
  • How to make your team follow you
  • This advisor completely changed her approach to communication
  • Before I knew it, I was at the top skiing alone in the sun
  • Another media story, clients are out on a ledge
  • Are you or your team feeling a little stagnant?
  • Don’t Let Risk Stop Your Innovation
  • Ever Felt Like a Moron recording video?
  • Defeating The Silent Advisor Killer
  • The Augmented Advisor: Scaling Efficiency and Margins
  • How the DOL Rule Change Creates Massive Hidden Threats to RIAs
  • Apps to Help Financial Advisors Onboard New Clients
  • Getting an F on Growth? Here’s How Superstar Financial Advisors Do It
  • How Automation Can Win New Clients
  • Shake up the Holiday Gifts
  • RIA Registration: The Nuts, Bolts, and Must-Knows
  • “I hope he NEVER pays us,” admits CEO of software company
  • Don’t get caught off guard. Deal with the unpredictable.
  • 15 Essential Steps to Meeting Your Fiduciary Duty
  • Why People Are Uninspired By Retirement Planning
  • 5 Types of Emails that are Clogging Your Inbox
  • Do you own a job or a REAL business? The difference for financial advisors
  • The Most Effective Schedule I’ve Had In Two Years and Why There’s Nothing Like It
  • Getting ROI from Account Aggregation in Two Basic Steps
  • Independent RIA Says Filling Out Paperwork By Hand ‘Seems Silly’
  • Bernie Clark Calls on RIAs to Embrace New Technology
  • 3 Financial Advisors Who Are Going Paperless and Why
  • Advisors: Beware The Rise of the “Franken-Product”
  • Why Your Next Client Will Demand “On-Demand”
  • The Software Opportunity Missed by 93% of Advisors
  • What is an API? Invitation to the Blueleaf Block Party
  • Two Efficient Advisors who Don’t Hate April
  • Want a Breakthrough Strategy for Advisors? It’s simple …
  • Telling Stories Can Lead To More Referrals, Better Blogs
  • What Advisors Can Learn From A Children’s Books Author’s Legacy
  • How To Survive The Advisor Apocalypse
  • #FinSci: Improving Financial Insight with Working Memory
  • What Are Financial Services Lacking In The Digital Revolution?
  • Permission to Experiment Fearlessly? Granted.
  • Competing Against Robo-Advisors – Opportunities and Risks for Advisors Pt. 2
  • Advisors: Are You Amazon or Borders?
  • 5 Ways To Improve The Business of Financial Advice
  • Competing Against Robo-Advisors – Opportunities and Risks for Advisors Pt. 1
  • Blueleaf Advisor – The Evolution
  • Why Advisor Software Feels so Outdated
  • Are You an Advisor or IT Specialist?
  • Is financial planning a set it and forget it process?
  • Godzilla’s spawn is targeting your clients – What will you do?
  • Is Your “Focus Long-term” Message to Clients Footnoted?
  • How To Fix Free Financial Consultations
  • Advisor Forecast: The Client Of The Future
  • Why Jerry Maguire is Wrong
• Category: Marketing & Growth
  • Threats That Are Actually Growing Wealth Management
  • Your Wealth Management Firm is Built to Fail – Here’s How to Fix It
  • How to Keep Your Edge in a Wealth Management World That Won’t Slow Down
  • Why You Should Start a Financial Advisor Blog and How to Do It
  • Double Your Growth With This Financial Advisor Marketing System
  • Find Out How Blueleaf Automates AUM Growth
  • How High Growth Financial Advisors Attract and Win More Clients
  • Why Email is the King of Financial Advisor Marketing
  • Can you relate? “We throw marketing stuff out there, but engagement is low…”
  • Your 3-Month Plan for Attracting Clients From Scratch
  • [Advisor Forum] If you have questions after marketing course “Get More Leads w/ Low Maintenance Strategies”
  • I’ve Acquired Many New Clients with LinkedIn. Here’s how.
  • 501 Blog Topic Ideas for Financial Advisors
  • Referral Strategies From Today’s Hot Startups and What Advisors Can Do
  • How To Speak The Language of a Prospect
  • The Information Journey That Makes Prospects Want to Reach Out
  • Wealth Manager Wins New Clients with his Hobby
  • How To Get Quick Ideas For Your Next Blog Post and Proof It Works
  • 7 Tips to Increase ‘Contact Us’ Form Submissions
  • 3 Ways to Spend 10 Minutes on LinkedIn
  • Advisor Marketing, Part 2: Don’t write a plan
  • Advisor Marketing, Part 1: Don’t forget clients were cavemen
  • Making Centers of Influence Work: Conversation with an experienced advisor
  • How to Get More Referrals
  • Telling Stories Part II: Know Your Story
  • Center of Influence Marketing for Advisors Made Simple
  • 12 Tips For Getting The Most Out of a Blog Post [Infographic]
  • Give Me Something To Share! Thoughts and an Infographic for Advisors Audiences
  • Inbound Marketing for Advisors Part 2: How To Get Found
  • What Dolly Parton Can Teach Advisors About Marketing
  • Inbound Marketing Part 3: Measure, Analyze, Optimize, Repeat
  • Finance Marketing and The Path Of Least Resistance
  • A Simple Strategy for Financial Content That Works
  • What Yoda Knows That Financial Advisors Need To Learn
• Category: Media
  • We haven’t raised our prices since 2014
  • How Devin Carroll Built a Thriving Advising Business via YouTube & Podcasts
  • Are you Wasting your Time on Corporate culture?
  • Corporate Culture is a Waste of Time
  • You ever hear these lies before?
  • If you’re an entrepreneur you have a secret weapon
  • Another media story, clients are out on a ledge
  • A Burning Hatred for the Media
  • Harnessing Short-form Video – Lessons from a Viral Video Marketing Wizard
  • Imagine Clients are Panic-Resistant and Always Follow Your Advice
  • You’ll stay disappointed in others, without this one skill
  • 7 Things No One Tells You About Keeping Clients Engaged
  • Sometimes Clients Throw You A Bone and Don’t Realize It
  • Want high performance? You need to do these 4 steps publicly
  • Why we don’t raise prices even when competitors do?
  • Want high performance? You need to do these 4 steps publicly
  • How to turn long-form video into shorts that will crush
• Category: Mobile
  • Designing Great Wealth Management Experiences Leveraging Mobile
  • Blueleaf Has Launched Its Mobile App…Upgrade to Beautiful
• Category: Newsroom
  • You Don’t Need AI to Effectively Engage Your Clients
  • Embrace the Obvious to Counter Confusing Technology, Writes Blueleaf CEO in Advisor Perspectives
  • Introducing Clients to New Technology
  • John Prendergast on WealthTech Today: AI Tools to Use Now, the Future of Holistic Advice, and Data Aggregation to Streamline Wealth Management
  • Leveraging Technology & AI to Amplify Client Experience
  • Digital Engagement Lessons from Netflix & Facebook to Connect With Your Clients
  • How to Engage Clients Like Major Media: Blueleaf CEO in Advisor Perspectives
  • How AI Will Change the Way You Experience Wealth Management Software
  • Blueleaf CEO in Advisor Perspectives – Can technology Make Advisors Happy?
  • Category: News
    • Blueleaf Wins 2023 “Wealthie” for Aggregation Service
    • FusionIQ Chooses Blueleaf For Enhanced Advisor and Client Experience
    • Blueleaf Announces Wealth Management’s First Aggregation-as-a-Service with Direct Client Support
    • Blueleaf’s Aggregation System is a Finalist for a 2023 Wealth Management Industry Award
    • John DeVincent Joins Blueleaf Advisory Board
    • Blueleaf Expands Executive Ranks with Appointment of EVP of Business Development
  • Category: Views
• Category: Operations
  • Robo Advisors are Going Hybrid. Should You?
  • 14 Ways Blueleaf’s Account Aggregation Enables Proactive Insights and Helps You Add Differentiated Value
• Category: Podcast
  • Build a Business on LinkedIn: Tips from a Rising LinkedIn Star and Advisor Marketing Wizard
  • Advisors Need to Break Through the Noise to Engage Clients, Says John Prendergast on the Bridging the Gap Podcast
  • How Content Lands this Small Town Advisor Big Clients from over 300 Leads Per Year
  • How This Financial Advisor ACTUALLY Makes Boring Topics Viral – A Marketing Whiz
  • Treat Generative AI Like a Lazy Intern, Says Blueleaf CEO John Prendergast on The Flexible Advisor Podcast
  • Getting Leads by Filming a Cooking Show in Barcelona on an iPhone?
  • Growing Your Practice Through Media, Mission, and Client Experience
  • How Financial Advisors Can Grow Faster and Provide Better Service By Looking Beyond Their Local Networks
  • Engaging Clients By Building An Innovative Experience Using Purposeful Design
  • How Financial Advisors Can Leverage Technology To Remove Complexity From Their Clients Lives
  • Defending “Financial Planner”s and Building the 4th Great Profession
  • SVB Hot Takes and Why Banking as a Service is the Next Frontier for Financial Advisors
  • How Broker-Dealers Can Create The Best Wealth Management Experience For Financial Advisors
  • Avoiding Compliance Headaches The New SEC Rule Changes Will Create For Financial Advisors
  • How Financial Advisors Are Leveraging Outsourcing And What The SEC Has To Say About It
  • Behind The Creation Of A Digital Investing Platform For RIAs
  • Carl Richards Lessons From Deep Thinking About Financial Planning, Wealth Management and Working With Clients
  • How RIAs Can Use Technology To Leverage Their Strengths And Mitigate Their Weaknesses
  • Why RIAs Need To Protect, Preserve and Defend The Fiduciary Standard
  • Live From RIA Summit 2022 With Jeff Benjamin and Chuck Failla
  • International Podcast Day: 10 Memorable Augmented Advisor Episodes
  • Investing During A Period Of Volatility And Disruption
  • Serving the Family: How Financial Advisors Can Attract Extended Family and Retain Heirs as Clients
  • How Financial Advisors Can Leverage Self Directed IRAs to Deliver True Holistic Advice And Get Paid
  • How Delivering Services Beyond Financial Advice Can Help You Grow and Retain Your Client Base
  • New Account Aggregation Approaches Are Creating Fantastic Opportunities For Financial Advisors
  • How Personalized Portfolios Powered By A.I. and Machine Learning Are Helping Advisors Attract Millennial and Gen-Z Investors
  • Understanding The Economic Impacts of The Pandemic
  • How Financial Advisors Can Use Behavioral Finance To Grow Their Business And Better Serve Their Clients
  • How To Drive High Quality Investment Returns By Aligning Client Values And ESG Investing Strategies
  • Your Financial Advisory Business Is Undervalued – Here’s Why! And How To Fix It
  • The $20 Trillion Opportunity in Wealth Management – The Rise of Women as The Primary Controllers of Wealth.
  • How Artificial Intelligence Has Uncovered New Investing Signals – And How You and Your Clients Can Take Advantage Of Them
  • How To Build a Flexible Wealth Management Business That Supports Your Lifestyle and Unlocks Growth
  • Buying or Selling a Wealth Management Business: You Have More Options Than You May Think
  • ‘Beyond Good’ Wealth Management: How Being Mission Driven and Tech Forward Can Dramatically Grow Your Business
  • Wealth Management Through the Pandemic: The Surprising Value of Personal Advice
  • The (Good) Robots Are Coming! How AI and Automation Are Helping Wealth Management Businesses Like Yours Today
  • How Capital Gains Tax Rate Increase May Affect Business Owners (Including Financial Advisors)
  • The Future of Financial Advice: A bird’s eye view with the NAPFA CEO
  • How Financial Advisors can Explain Cryptocurrency and Blockchain to their Clients
• Category: Product
  • 15 Things to Consider When Shopping for Account Aggregation
  • A “Data Problem” Grew This Advisor’s AUM by $1.5M
  • Blueleaf’s Integration with Redtail
  • Integration With MoneyGuidePro!
• Category: Rebalancing
  • 5 ways Rebalancing Software Should be Creating Value for You and Your Clients
  • The One Rebalancing Trick That Creates Real Client Value & Could Expand Your Business
  • The Future of Rebalancing: Rebalance in the Blink of An Eye, Click of a Button
  • Why Rebalancing Still Sucks 10 Years into the Robo-Advisor Revolution
• Category: Simpler Process
  • Banking on Simplicity: Why Blueleaf is Everything You Need And Nothing You Don’t
  • Why Automation is Critical for Wealth Management
  • Why Simplicity is the Key to Weathering the Wealth Management Storm
  • Future-Proofing Your Firm with Strategic Simplicity
  • Complexity is Wealth Management’s Favorite — and Most Costly — Vice
  • Deciding what to automate is as simple as 1 2 3.
  • Automate Your Daily Routines
• Category: Technology
• Category: Uncategorized
  • Your compliance excuses are bu!!$h!t
  • The Trend Toward The Personalization Of Investing At Scale

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