Many promise that they offer wealth managers easy-to-use reporting and client experience with great support.

But that voice in your head is telling you to be careful.

You know it’s tough to do both well.

Making something truly simple is much harder than it looks. Anyone who has tried knows this.

The research, the design, the engineering, the cost—it all adds up. And most don’t have the stomach for it.

Even worse, when a product is hard to use, delivering great support to customers costs everyone more.

The only answer is to make a product so good it needs little support.

But when help is needed, it has to be the best in the industry.

This is what Blueleaf has done.

We’ve made a platform for wealth managers that is a pleasure to use and supported by the best service in the industry.

How do we know?

We know it’s simple because the # of support requests per customer drops year after year.

We know the support is great because our satisfaction scores are consistently in the mid 90s.

We’ve made the complex stuff simple just for advisors who are passionate about their client experience.

Try us today and experience the difference

PS “Simplicity is the ultimate sophistication.”
— Leonardo da Vinci

The post Making things simple is hard first appeared on Blueleaf.

Even though the management gurus say I shouldn’t.

They preach delegation. Time management. Strategic focus.

But I can’t stop reviewing support cases.

It’s not about micromanagement.
It’s about connection.

With every case, I hear a customer’s voice.
– I feel their frustration.
– I share their triumph.

This hands-on approach keeps me grounded.
– It fuels innovation.
– Clients shape our roadmap.

Our customer ratings tell the story.
They’re off the charts.

Great support isn’t a department.

It’s our lifeblood.

How do you stay in tune with your clients’ happiness?

PS “Customer service shouldn’t just be a department, it should be the entire company.”
— Tony Hsieh

The post I love doing this… first appeared on Blueleaf.

Ignored advice, inconsistent referrals, panicked calls – same cure

I spoke with Elizabeth, a seasoned advisor, last week. She reminded me of a problem she used to have.

She delivered creative solutions for clients, delivered good returns, and excelled 1:1.

She met with them 2x/yr and sent a monthly newsletter in addition to regular reporting.

Yet her yearly results showed:
• Inconsistent referrals
• Ignored advice
• Panicked calls

Why?

About 350 days each year she was SILENT

Like most advisors, she didn’t want to “bother” clients.

But what it really meant is that while the media droned on 24/7 and clients’ lives got busy…

Clients simply forgot.

They forgot her advice, her value, and forgot how their plan protected them.

We started working with her to deliver a simple solution – communicate more frequently.

She started sharing:
• Weekly personal micro-reports
• Weekly solutions to common problems
• Personalized service updates from her team

Result: 100+ client touchpoints per year

This led to:
• Consistent referrals
• Strong implementation of her advice
• Fewer panicked calls during market dips

Best of all Elizabeth told me last week that with the automation it is less work than before.

If those challenges sound familiar, reach out to my team and see how we can help.

How are you keeping clients engaged between meetings?

PS “The single biggest problem in communication is the illusion that it has taken place.”
— George Bernard Shaw

The post A silent killer is hurting your practice first appeared on Blueleaf.

Companies claiming to excel at everything.

You’ve seen it before. Providers offering a tantalizing bundle:
– Portfolio management (reporting, billing, rebalancing)
– Client experience
– CRM functionality
– Even financial planning

All wrapped up in one neat package, promising the best of everything.

But what’s the reality?

You endure lengthy implementations, only to find yourself trapped. Reluctant to “go through that again,” you settle for mediocrity across the board.

Financial advisors can’t afford this compromise. The consequences are real:
– Client experiences that fail to engage
– CRM features that barely scratch the surface
– Planning tools too rigid for your unique needs

At Blueleaf, we reject this “deworsification” approach.

We recognize that each facet of your practice demands excellence.

That’s why we partner with the industry’s best CRM and Planning software providers.

Our approach ensures you get top-tier solutions that work seamlessly together, without compromise.

Don’t fall into the “jack-of-all-trades” trap.

Choose partners who focus on their core competencies.

Let’s connect and build a technology stack that truly elevates your practice and serves your clients.

PS “The man who chases two rabbits, catches neither.”
— Confucius

The post It’s a seductive lie first appeared on Blueleaf.

(without even having to ask)

Almost every advisor, consultant, or coach I talk to wants more referrals more consistently.

They grow the business but they are also a sign of strong client satisfaction.

So how do you get more of them?

Well, let’s start with the most common mistake…

Not communicating with your clients enough.

Especially given that so much of your work is largely unseen by your clients.

Most of us only communicate with clients while actively delivering a service to a client. Plus maybe some smattering of half-hearted newsletters or marketing.

That amounts to maybe 20 touchpoints out of 365 days each year.

Clients’ experience of you is mostly Silence.

They don’t refer because they’re not thinking about you.

So what’s the solution?

Frequent client engagement.

Advisors who engage their clients weekly or more get significantly more referrals. 

Not because they’re asking for them.

But because they’re top of their client’s minds.

So how can you communicate frequently without annoying clients?

Value and Variety
→ Micro reports
→ Relevant content
→ Video messages/updates

The more you engage your clients the more awareness you develop with them.

And at the end of the day…

Great awareness AND great results lead to one thing:

Tons of referrals.

How are you keeping your value top of mind with clients?

The post The simple way to get more referrals first appeared on Blueleaf.

And our competitors think we’re crazy…

But there’s a method to our ‘madness’.

Predictable pricing = happier customers.

And even though we’ve added mountains of functionality over the last decade…

(70+ updates this year alone)

We believe the only reason your cost should go up is if you’re getting more value.

In our case, you only pay more if you’re adding more clients.

If you grow → we grow.

We’re proud that there are still customers paying the same rate as 10 years ago.

As a result, customers tell us they trust us more than any other partner they work with.

And when our competitors keep jacking the prices up every year.

It makes me even more sure that we’re doing the right thing.

How do your partners manage your pricing over time?

PS “Price is what you pay. Value is what you get.”
– Warren Buffett

Hello again from Future Proof

The post We haven’t raised our prices since 2014 first appeared on Blueleaf.

That is what your clients experience most of the time.

You meet with them but then they focus on other things.

They are on your newsletter list but only open it sometimes.

You are connected to a few on social media but even fewer see your posts.

You worry they don’t really appreciate what you do for them but hope the work will “speak for itself”

The only thing that’s ever “worked” has been to talk 1:1 but you’re stretched thin and feel drowned out.

You have felt this way for years but it is getting worse.

There is a way to fill the silence, deliver more value to clients and be seen as the huge source of value you are.

Communicate more.

– More from you
– More from your team
– More from your company

Here are the 4 steps:
– Repurpose marketing
– Make your services “noisy”
– Automated, personal updates
– Continue your traditional processes

Want help? Talk to us.

How are you making sure your clients see and appreciate you?

The post Silence… first appeared on Blueleaf.