Jim Cramer just blew his horn! I can hear the scurry of little feet scrambling to buy and sell positions, fueled by the hyper-activity of a stock promoter. Emotion is driving them. Data is not necessary. The media mayhem they just witnessed is all the motivation needed. This is the…

Clients are looking for guidance. If you don’t provide it, they will find it elsewhere. Here’s the thing: most advisors believe that a steady stream of information only drives more fear. …

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 thinking about money shouldn’t be rare. Carl wrote: In my conversations about money, the most common desire people express…

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. However, your compliance team should review before you send. For each client you’ll need to choose: [time frame and index for performance]…

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 differentiated. …

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 2011 post by Michael Kitces here. On April 10, 2017 all financial professionals will…

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 Blueleaf] so we can teach other advisors how to do it too. Our Customer Success team talks with…

Growing a financial advisory business for scratch is hard. It takes long hours and persistence. — Creating a high growth advisory business is even harder. It takes new thinking and outstanding execution to create a service that is much better at meeting client needs than alternatives. Here’s how one high growth advisor created his rocket ship. Jason Wenk’s story. Jason opened his first Retirement Wealth Advisors office in Michigan…

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 Facebook, most of us are not experts at consumer behavior with technology. …