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The Scalable Advisor

The fastest growing advisors in the world share how they grow and manage their advisory business right here.

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The Scalable Advisor | blog.blueleaf.com Reviews

https://blog.blueleaf.com

The fastest growing advisors in the world share how they grow and manage their advisory business right here.

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1

Product | The Scalable Advisor

https://blog.blueleaf.com/category/blueleaf-updates

I hope he NEVER pays us, admits CEO of software company. During a 10:30am meeting in downtown Boston, the CEO of a financial services software company exclaimed, I hope he NEVER pays us, to a room full of employees. While most CEOs – and other top executives – focus their teams on how to funnel more and more customers through their sales process, and collect more and more money from customers once they’re in, Prendergast doesn’t feel the need to fit that standard.…. Find more posts like this in:. Really&...

2

5 Wordpress Plugins Your Site is Missing | The Scalable Advisor

https://blog.blueleaf.com/5-wordpress-plugins-your-site-is-missing

5 WordPress Plugins Your Site is Missing. 5 WordPress Plugins Your Site is Missing. February 4, 2015. For financial advisors who manage their own WordPress website, the plugins that are available can significantly improve the look and functionality of your site. But what one’s should you use? Here’s the top 5 that I’m using right now, having reviewed and used many since launching my site. Do you have a favorite plug-in not listed here? Tell us about it. Here are some more to check out that I use! Jetpack...

3

Operations | The Scalable Advisor

https://blog.blueleaf.com/category/practice-management

How High Growth Financial Advisors Attract and Win More Clients. 8220;What are you doing to grow so fast? Our Customer Success team always ask high growth advisors this question when we see outsized growth results. A vital part of the Blueleaf service is coaching on how to get the most from the platform. This conversation often spills over into other growth strategies and tactics. We then share this learning through direct coaching calls.…. Find more posts like this in:. The chances are it is. I work har...

4

Periscope - How It Can Help Your Practice | The Scalable Advisor

https://blog.blueleaf.com/periscope-help-your-practice

What Is #Periscope, and How Can It Help Your Practice? What Is #Periscope, and How Can It Help Your Practice? May 7, 2015. If you haven’t heard of Periscope yet, no worries it hasn’t been out long and is only just being used by larger brands. It has a rival competitor called Meerkat (amongst other smaller apps), but as Twitter now owns Periscope, it may become a larger name in this space. Knowing advisors and technology, it’ll be over three years before most people consider using it! How does it get used?

5

Win More Clients With THIS Pricing Model | The Scalable Advisor

https://blog.blueleaf.com/win-more-clients-with-this-pricing-model

Win More Clients With THIS Pricing Model. Win More Clients With THIS Pricing Model. April 15, 2015. I’ve interviewed three firms: one said I didn’t meet their minimum, the other had a huge fee for just managing my investments, and the last claimed most of their work is done for free but they use some select products. Even I’m not that dumb. Is your whole industry so arrogant and f*&$ing confusing? So how do we help those who aren’t rich and don’t meet the standard minimums? Now that’s all set to change w...

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The Ohio CollegeAdvantage 529 Fifth Third CD Is The Best 529 Investment Option In The Country | Blueleaf Advisor

https://www.blueleaf.com/articles/best-529-investment

Free 14 Day Trial. Why Clients Love Blueleaf. The Ohio CollegeAdvantage 529 Fifth Third CD Is The Best 529 Investment Option In The Country. Blueleaf’s position: All American families can get a stable 5.00% guaranteed return with the Ohio CollegeAdvantage 529 Plan Fifth Third CD, as long as you have a ten year or longer time horizon. This is the best risk/reward option in the country out of the limited 529 plan options. What is the Ohio CollegeAdvantage 529 Fifth Third CD? 3 5 Month CD. 6 11 Month CD.

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The Blueleaf Team | Blueleaf.com | Blueleaf Advisor

https://www.blueleaf.com/about-blueleaf

Free 14 Day Trial. Why Clients Love Blueleaf. John Prendergast, Director and Chief Executive Officer – Blueleaf. John is an experienced senior executive who’s led product management, marketing, and finance teams. His background in banking and personal financial planning has shaped the vision for Blueleaf. Avram Dorfman, Lead Engineer. Kevin Flynn, Head Coach. Justin Shepard, Customer Success. Justin has a unique background in financial services with experience as a financial advisor and working with sell...

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Client Reporting and Portfolio Monitoring | Blueleaf Advisor

https://www.blueleaf.com/advisor/client-reporting-and-portfolio-monitoring

Free 14 Day Trial. Why Clients Love Blueleaf. Client Reporting and Portfolio Monitoring. Less than 5 Minutes. To set-up Blueleaf Advisor. Contact us via E-Mail. Call (617) 855-LEAF (5323). What is a Client Portal. What is Account Aggregation. How to go paperless. How to automate referrals. Open a Support Ticket.

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Pricing | Blueleaf.com | Blueleaf Advisor

https://www.blueleaf.com/advisor/pricing

Free 14 Day Trial. Why Clients Love Blueleaf. Pricing that fits your business. No contracts or Long-term Commitments! Pay as you go monthly. 1 # of Households you serve? 8211; Price List:. Up to 100 Households –. 8211; Price List:. Over 100 Households –. Per household, per month. After first 100 households. Per household, per month. After first 500 households. Per household, per month. After first 1,000 households. Per household, per month. After first 5,000 households. Months you save….

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Jobs | Blueleaf Advisor

https://www.blueleaf.com/jobs

Free 14 Day Trial. Why Clients Love Blueleaf. 8211; John Prendergast, CEO. If you are interested in helping us change the world of wealth management and want to know the secret to getting a job at Blueleaf, read Raghav Haran’s article on Medium about How to get any job you want. And follow his advice. Some of our current openings are below but we’re always looking for the very best people we can find. If that’s you contact us. Less than 5 Minutes. To set-up Blueleaf Advisor. Contact us via E-Mail.

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The Blueleaf Team | Blueleaf.com | Blueleaf Advisor

https://www.blueleaf.com/about

Free 14 Day Trial. Why Clients Love Blueleaf. John Prendergast, Director and Chief Executive Officer – Blueleaf. John is an experienced senior executive who’s led product management, marketing, and finance teams. His background in banking and personal financial planning has shaped the vision for Blueleaf. Avram Dorfman, Lead Engineer. Kevin Flynn, Head Coach. Justin Shepard, Customer Success. Justin has a unique background in financial services with experience as a financial advisor and working with sell...

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The Complete Guide to Account Aggregation | Blueleaf Advisor

https://www.blueleaf.com/what-is-account-aggregation

Free 14 Day Trial. Why Clients Love Blueleaf. The Complete Guide to Account Aggregation. Account aggregation is one of the most powerful tools in a financial advisors’ growth kit. It’s one of the areas where advisor technology is better than personal finance apps like Mint.com. We put together this detailed guide to help advisors understand what aggregation is, how to use it, how to decide if it makes sense for your business and what to look for when you buy. 1 What is Account Aggregation? Direct connect...

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Partners | Blueleaf.com | Blueleaf Advisor

http://advisor.blueleaf.com/partners

Free 14 Day Trial. Why Clients Love Blueleaf. Blueleaf’s ecosystem delivers complete, flexible solutions that work together seamlessly. SCANalytics Hypothetical Illustration, Asset Allocation and Portfolio Modeling Tool with complete reporting becomes a powerful automated tool with Blueleaf. Powerful next generation risk management with sophisticated economic and market scenario analysis. Wealthbox is collaborative CRM for the modern advisor. Elegantly designed and outrageously simple to use. XLR8 custom...

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ERROR 404 - PAGE NOT FOUND. Why am I seeing this page? 404 means the file is not found. If you have already uploaded the file then the name may be misspelled or it is in a different folder. You may get a 404 error for images because you have Hot Link Protection turned on and the domain is not on the list of authorized domains. Are you using WordPress? See the Section on 404 errors after clicking a link in WordPress. How to find the correct spelling and folder. Missing or Broken Files. Notice that the CaSe.

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Shades of Blue

Friday, August 7, 2015. Present to anyone, from wherever you are. Reblogged from Google for Work. Posted by Fenil Shah, Software Engineer, Google Slides. Google Slides helps you share your big ideas with the world, but sometimes presenting these ideas can be challenging. In June, Slides added support for. Presenting just got even easier with Google Slides on. 8211; available starting today and rolling out over the next few days. Google Apps for Education. Google Apps for Work. Thursday, July 2, 2015.

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§ Bluekyu Blog §

167; Bluekyu Blog §. Project Euler] Problem 92. A number chain is created by continuously adding the square of the digits in a number to form a new number until it has been seen before. For example,. 44 - 32 - 13 - 10 - 1. 145 - 42 - 20 - 4 - 16 - 37 - 58 - 89. Therefore any chain that arrives at 1 or 89 will become stuck in an endless loop. What is most amazing is that EVERY starting number will eventually arrive at 1 or 89. How many starting numbers below ten million will arrive at 89? 피드 구독하기: 글 (Atom).

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BLUE LAKE MARKET OFFICIAL BLOG - CAPTAIN'S DIARY

BLUE LAKE MARKET OFFICIAL BLOG - CAPTAIN'S DIARY. 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31. Well sorry about not updating our website. Please waiting till re-build our HP. Anyway take good care next! PACIFIC PARK STORE T-SH that's like a VINTAGE T-SH! Feel new collection that's still make by. Still make by one's hands. Take good care next. Well good take care next . 4月15日 火 4月17日 木. 4月22日 火 4月25日 金. BLUE LAKE MARKET HEAD OFFICE. 2nd anniversary fair, ,.

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The Scalable Advisor

3 Strategies for Thriving After the DOL Rule. 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. We suggested you start communicating with existing clients to get ahead of these competitive threats. We’re begging you – please wake up. After we published this post I had a quick email exchange with our friend Michael Kitces. November 29, 2016.

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Blogelefant - the Bluelefant Blog

Orange is the New Buck. April 4, 2015. Okay, it’s a terrible title. I agree. What’s worse is that it isn’t even true orange is not. Part of the bucks new color scheme. But it should be. On April Fool’s Day, The Milwaukee Bucks Tweeted a photo of their home jersey with orange trim in place of the usual red:. Ready for tonight. #OwnTheFuture. Mdash; Milwaukee Bucks (@Bucks) April 1, 2015. For the image renderings):. While the Bucks organization obviously thinks orange is a joke, I think it makes more sense...

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Blue Lightning Labs

On May 21, 2014. Middot; Tagged with. Coming Soon. Math Facts. On April 30, 2014. I’ve been hard at work the past few months working on a new app. This one is geared towards a younger audience and a more basic level of math. More details soon but for now check out this teaser video. Math Facts is in beta now. If you’d like to help us test it and possibly get a free version of the app Apply Now. Middot; Tagged with. Suppressing Xcode Warnings On A Per File Basis. On December 30, 2011. Middot; Tagged with.

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| Architectural Rendering and Animation

BlueLime Studio, Inc. Architectural Rendering and Animation. Up to our old tricks. May 26th, 2011 Posted in info. Back in the day, every time we finished an architectural rendering we’d make a postcard and send it out, announcing to the world how awesome we are. As time progressed, things got busy and it was harder and harder to find the time to get the postcards out. We decided that with the onset of our 11th year, it was time to get things rolling again. Before and after Architectural Renderings. In Mo...

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BlueLine Labs

Page 1 of 1. November 07, 2016. How to Recruit Software Developers Without a Recruiter. I was excited when I posted our first software developer position online. The internet was going to supply me with some great candidates. The excitement quickly faded. The 'candidates' I received were either unqualified, recruiters, or outsourcing agencies. After talking to recruiters and looking at other SaaS options, I decided to find candidates myself. September 19, 2016. How We Interview a Software Developer.

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