@blueleafadvisor

We make advisors look good. Try our simple, scalable #ClientEngagement platform today. You'll grow faster & serve far more clients, automatically.

 Boston, MA
blueleaf.com/advisor
Joined January 2011
  • Tweets10K
  • Following968
  • Followers2.1K
Revisiting an insightful episode from our Augmented Advisor podcast, with H. Adam Holt, CFP®, ChFC® of AssetMap. Adam is super insightful on client experience and lots more.
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When building something innovative, you have to give yourself the space to be wrong! Listen to more in this podcast episode: bit.ly/418CaXa
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Couldn't believe it when I got this. As a founder I got a little choked up. A customer put their grandchild in BL gear!
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A riff on aggregation after #t32024 from a 30-veteran advisor. A simple takeaway. But the old guard may not like it.
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1/Does Your Advisory Firm Have an Active Engagement Loop? Major media has been using this strategy for over a decade
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3/The result 1. Inbox filled w/ relevant messages 2. Value is top of mind, you engage 3. You love that service
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4/How do you engage clients to get the love?
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Proactive communication during market volatility is essential. 👍
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#ClientCommunication #MarketVolatility #TrustBuilding
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#clientcommunication #clientengagement #clientsatisfaction
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"Want to know a secret about winning clients' trust?" Hear it from Shelley Nadel in latest podcast episode. 🎙️
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If you're a financial advisor and want to make your clients feel closer to you, this podcast is for you. Listen in to learn how being yourself is the best way to be awesome at building client relationships.
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#clientcommunication #financialadvisors #RealTalk #Blueleaf #Podcast"
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