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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.
by Advisors | The Scalable Advisor
https://blog.blueleaf.com/category/blog-posts-by-financial-advisors
How to Use Video to Make Client Onboarding Less Painful. Is your client onboarding process long and tedious? The chances are it is. Using video may be one way to help streamline things. A client onboarding reality check. I just retained my family’s first financial advisor. Experiencing the client onboarding process first hand from a client’s perspective was not fun. I’m not putting the advisor at fault because it seems to be a problem with my clients and other advisors as well.…. Is a vital part of this.
The Scalable Advisor - Part 2
https://blog.blueleaf.com/page/2
Double Your Growth With This Financial Advisor Marketing System. You are probably very skeptical about that headline. What financial advisor marketing system could deliver this kind of growth? We have other posts with big claims. They include advisors who achieved a 94% close rate. Received no calls during a major market downturn. And grew their AUM with no effort. Here’s some research to back the headline up.…. July 12, 2016. How to Handle Hostile Client Meetings. September 3, 2015. August 10, 2015.
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...
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...
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.
Dave Grant | The Scalable Advisor
https://blog.blueleaf.com/author/davegrant
How to Use Video to Make Client Onboarding Less Painful. Is your client onboarding process long and tedious? The chances are it is. Using video may be one way to help streamline things. A client onboarding reality check. I just retained my family’s first financial advisor. Experiencing the client onboarding process first hand from a client’s perspective was not fun. I’m not putting the advisor at fault because it seems to be a problem with my clients and other advisors as well.…. Is a vital part of this.
Is it Time to Bring Back the Home Visit? | The Scalable Advisor
https://blog.blueleaf.com/is-it-time-to-bring-back-the-home-visit
Is it Time to Bring Back the Home Visit? Is it Time to Bring Back the Home Visit? January 7, 2015. Is it just me, or is the whole online financial planning and robo-advisor angle getting a little old? It’s still a new approach, but it’s been written about and reported on ad nauseum. But let’s be honest, many clients won’t need or use it. But let’s take a step back for a minute. Where do you talk about money with your significant other? My wife and I typically do this in the kitchen or at the dining room ...
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