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Blueleaf.com

@blueleaf

Blueleaf is how you know your advisor loves you. Advisors, join us @blueleafadvisor!

 Boston, MA
blueleaf.com
Joined May 2010
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Hey follower! Join us over at @BlueleafAdvisor for advisor-only topics
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How can advisors future proof their practice? Staying in front of the way clients and prospects interact with the world is critical. @johnprendergast, CEO of @blueleaf, joins us this episode with tactical approaches to upping your engagement game. hubs.ly/Q02hSfgV0
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Influencers are a social growth technique. @razorsocial shares how to find the influencers in your niche. hubs.ly/H08b9YS0
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Cyborg chess vs human chess can teach us a lot about the robo-advising future of #finance hubs.ly/H08b9Gh0 by @michaelkitces
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What software are you running? @Investopedia shares the top 5 software #advisors use. hubs.ly/H08b9mh0
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5 simple #advisor tips from one of the fastest rising stars in #advising hubs.ly/H08b9YZ0
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Asking for more referrals doesn't work. @michaelkitces shares tips to improving your referrability index. hubs.ly/H08b9lm0
#Advisor marketing doesn't require incredibly expensive consultants. @FAmagazine shares DIY #advisor marketing tips. hubs.ly/H085h290
FP Association shares how to integrate financial/ behavioral pysch & financial therapy into their planning process. hubs.ly/H085gb80
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Young #advisors need to be bright, but also confident. @davegrant82 explains how to be a more confident planner. hubs.ly/H085gL10
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#Advisor compensation models are changing, and your isn't? @Investopedia shares what models work & how to catch up. hubs.ly/H085fwb0
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Mergers are not easy. @MichaelKitces shares how to compensate & split equity with new #advisor partners. hubs.ly/H085gqq0
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Planning to market via storytelling? Add, don't tell, your story for it to actually drive #AUM growth hubs.ly/H085bxM0 @markwschaefer
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Using an annual client service calendar? @MichaelKitces communicates value using this powerful system. hubs.ly/H0854m40 by
Crafting An Annual Financial Planning Service Calendar

Crafting An Annual Financial Planning Service Calendar

How an annual financial planning service calendar can be used to illustrate a financial advisor's value to current and prospective clients.

kitces.com
Have an aggressive client? @MarketWatch shares how this #advisor had a client get physical & lessons learned. hubs.ly/H08547B0
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Niche or nest #advisor ? @TonyVidler examines which is best. hubs.ly/H085gQ30
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3 actually actionable steps any #advisor can make now to turn their website into a #prospect magnet. hubs.ly/H08558q0
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Looking to automate email marketing to grow #AUM ? Here, is your definitive guide to succeeding. hubs.ly/H080B_40 by @razorsocial
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What does your office look like? @MichaelKitces shares best practices & the optimal design for an #advisor office. hubs.ly/H080vKr0
Seeking young clients? @finplan shares how to help clients begin saving in their 20s. hubs.ly/H080x0f0
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Seeking growth from gurus? Be weary. @ThinkAdvisor identifies 6 ways business gurus can lead #advisors astray. hubs.ly/H080wmd0
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