{"id":3843,"date":"2015-06-11T05:26:23","date_gmt":"2015-06-11T05:26:23","guid":{"rendered":"https:\/\/www.blueleaf.com\/?page_id=3843"},"modified":"2019-06-28T16:10:49","modified_gmt":"2019-06-28T16:10:49","slug":"site-map","status":"publish","type":"page","link":"https:\/\/www.blueleaf.com\/site-map\/","title":{"rendered":"Site Map"},"content":{"rendered":"<div class=\"wsp-container\"><h2 class=\"wsp-pages-title\">Pages<\/h2>\n<ul class=\"wsp-pages-list\">\n<li class=\"page_item page-item-4683\"><a href=\"https:\/\/www.blueleaf.com\/aggregation\/\">Aggregation<\/a><\/li>\n<li class=\"page_item page-item-4547\"><a href=\"https:\/\/www.blueleaf.com\/augmentedadvisor\/\">Augmented Advisor<\/a><\/li>\n<li class=\"page_item page-item-4056 current_page_parent\"><a href=\"https:\/\/www.blueleaf.com\/blog\/\">Blog<\/a><\/li>\n<li class=\"page_item page-item-35\"><a href=\"https:\/\/www.blueleaf.com\/demo-video\/\">Blueleaf Advisor in Action<\/a><\/li>\n<li class=\"page_item page-item-4214\"><a href=\"https:\/\/www.blueleaf.com\/gdpr\/\">Blueleaf and GDPR Compliance<\/a><\/li>\n<li class=\"page_item page-item-3458\"><a href=\"https:\/\/www.blueleaf.com\/demo-video-client-tour\/\">Blueleaf Client Tour<\/a><\/li>\n<li class=\"page_item page-item-3319\"><a href=\"https:\/\/www.blueleaf.com\/clients\/\">Blueleaf for Clients<\/a><\/li>\n<li class=\"page_item page-item-3320\"><a href=\"https:\/\/www.blueleaf.com\/developer\/\">Blueleaf for Developers<\/a><\/li>\n<li class=\"page_item page-item-40\"><a href=\"https:\/\/www.blueleaf.com\/blueleaf-advisor-badge\/\">blueleaf-advisor-badge<\/a><\/li>\n<li class=\"page_item page-item-25\"><a href=\"https:\/\/www.blueleaf.com\/contact\/\">Contact<\/a><\/li>\n<li class=\"page_item page-item-3751\"><a href=\"https:\/\/www.blueleaf.com\/customer-testimonials\/\">Customer Testimonials<\/a><\/li>\n<li class=\"page_item page-item-3573\"><a href=\"https:\/\/www.blueleaf.com\/thank-you-money-in-motion-ebook\/\">deliver Money In Motion ebook<\/a><\/li>\n<li class=\"page_item page-item-3507\"><a href=\"https:\/\/www.blueleaf.com\/features\/\">Features<\/a><\/li>\n<li class=\"page_item page-item-4194\"><a href=\"https:\/\/www.blueleaf.com\/fiduciary-duty-simplified\/\">Fiduciary Duty Simplified<\/a><\/li>\n<li class=\"page_item page-item-33\"><a href=\"https:\/\/www.blueleaf.com\/free-trial\/\">Free Trial<\/a><\/li>\n<li class=\"page_item page-item-3651\"><a href=\"https:\/\/www.blueleaf.com\/free-how-financial-advisors-transition-to-paperless-1113\/\">Free: How Financial Advisors Transition To Paperless<\/a><\/li>\n<li class=\"page_item page-item-3564\"><a href=\"https:\/\/www.blueleaf.com\/referral-program\/\">Give Your Colleagues $500 off Blueleaf<\/a><\/li>\n<li class=\"page_item page-item-3530\"><a href=\"https:\/\/www.blueleaf.com\/thank-you-advisor-marketing-essentials-ebook\/\">Here&#8217;s your Marketing Essentials Ebook!<\/a><\/li>\n<li class=\"page_item page-item-4223\"><a href=\"https:\/\/www.blueleaf.com\/\">Home<\/a><\/li>\n<li class=\"page_item page-item-4191\"><a href=\"https:\/\/www.blueleaf.com\/how-to-automate-referrals\/\">How to automate referrals<\/a><\/li>\n<li class=\"page_item page-item-23\"><a href=\"https:\/\/www.blueleaf.com\/jobs\/\">Jobs<\/a><\/li>\n<li class=\"page_item page-item-3764\"><a href=\"https:\/\/www.blueleaf.com\/live-financial-reports-with-client-account-data-in-google-spreadsheet\/\">Live Financial Data in Google Spreadsheet [How To]<\/a><\/li>\n<li class=\"page_item page-item-3463\"><a href=\"https:\/\/www.blueleaf.com\/performance-reporting-choices-simplified\/\">Losing my religion: The Time-Weighted vs IRR Choice<\/a><\/li>\n<li class=\"page_item page-item-44\"><a href=\"https:\/\/www.blueleaf.com\/front\/\">Main Home<\/a><\/li>\n<li class=\"page_item page-item-3567\"><a href=\"https:\/\/www.blueleaf.com\/nice-to-meet-you\/\">Nice to meet you.<\/a><\/li>\n<li class=\"page_item page-item-3471 page_item_has_children\"><a href=\"https:\/\/www.blueleaf.com\/partners\/\">Partners<\/a>\n<ul class='children'>\n\t<li class=\"page_item page-item-3566\"><a href=\"https:\/\/www.blueleaf.com\/partners\/td-savings\/\">TD Ameritrade Advisors Get 2 FREE Months of Blueleaf<\/a><\/li>\n<\/ul>\n<\/li>\n<li class=\"page_item page-item-4643\"><a href=\"https:\/\/www.blueleaf.com\/pricing\/\">Pricing<\/a><\/li>\n<li class=\"page_item page-item-13\"><a href=\"https:\/\/www.blueleaf.com\/privacy-policy\/\">Privacy Policy<\/a><\/li>\n<li class=\"page_item page-item-4049 page_item_has_children\"><a href=\"https:\/\/www.blueleaf.com\/product\/\">Product Main Page<\/a>\n<ul class='children'>\n\t<li class=\"page_item page-item-4603\"><a href=\"https:\/\/www.blueleaf.com\/product\/billing\/\">Billing<\/a><\/li>\n\t<li class=\"page_item page-item-4513\"><a href=\"https:\/\/www.blueleaf.com\/product\/client-mobile-app\/\">Client Mobile App<\/a><\/li>\n\t<li class=\"page_item page-item-4435\"><a href=\"https:\/\/www.blueleaf.com\/product\/rebalancing\/\">Rebalancing<\/a><\/li>\n<\/ul>\n<\/li>\n<li class=\"page_item page-item-3527 page_item_has_children\"><a href=\"https:\/\/www.blueleaf.com\/free-resources\/\">Resources<\/a>\n<ul class='children'>\n\t<li class=\"page_item page-item-3706\"><a href=\"https:\/\/www.blueleaf.com\/free-resources\/referral-marketing-kit\/\">Referral Marketing Kit<\/a><\/li>\n<\/ul>\n<\/li>\n<li class=\"page_item page-item-24\"><a href=\"https:\/\/www.blueleaf.com\/security\/\">Security<\/a><\/li>\n<li class=\"page_item page-item-3382\"><a href=\"https:\/\/www.blueleaf.com\/referral\/\">Sharing Blueleaf<\/a><\/li>\n<li class=\"page_item page-item-3843\"><a href=\"https:\/\/www.blueleaf.com\/site-map\/\">Site Map<\/a><\/li>\n<li class=\"page_item page-item-3775\"><a href=\"https:\/\/www.blueleaf.com\/terms-of-service\/\">Terms of Service<\/a><\/li>\n<li class=\"page_item page-item-21\"><a href=\"https:\/\/www.blueleaf.com\/terms-of-use\/\">Terms of Use<\/a><\/li>\n<li class=\"page_item page-item-3372\"><a href=\"https:\/\/www.blueleaf.com\/thank-you\/\">Thank You<\/a><\/li>\n<li class=\"page_item page-item-3460\"><a href=\"https:\/\/www.blueleaf.com\/thank-you-generate-referrals-automatically-free-guide\/\">Thank you &#8211; Automated Referrals free guide<\/a><\/li>\n<li class=\"page_item page-item-4486\"><a href=\"https:\/\/www.blueleaf.com\/thank-you-demo-request\/\">Thank you &#8211; Demo Request<\/a><\/li>\n<li class=\"page_item page-item-3407\"><a href=\"https:\/\/www.blueleaf.com\/thank-you-demo-requested\/\">Thank you &#8211; Demo videos emailed, partnership promos<\/a><\/li>\n<li class=\"page_item page-item-3495\"><a href=\"https:\/\/www.blueleaf.com\/thank-you-attract-clients-and-stand-out\/\">Thank you &#8211; Differentiate w Expertise offer<\/a><\/li>\n<li class=\"page_item page-item-3680\"><a href=\"https:\/\/www.blueleaf.com\/thank-you-ips-checklist-020514\/\">Thank you &#8211; IPS Checklist 020514<\/a><\/li>\n<li class=\"page_item page-item-3395\"><a href=\"https:\/\/www.blueleaf.com\/referral-marketing-whitepaper-thankyou\/\">Thank you &#8211; Whitepaper Referral marketing<\/a><\/li>\n<li class=\"page_item page-item-3378\"><a href=\"https:\/\/www.blueleaf.com\/thanks-for-the-referral\/\">Thank you for referring Blueleaf<\/a><\/li>\n<li class=\"page_item page-item-4426\"><a href=\"https:\/\/www.blueleaf.com\/thank-you-advisors-go-paperless\/\">Thank you!<\/a><\/li>\n<li class=\"page_item page-item-3653\"><a href=\"https:\/\/www.blueleaf.com\/what-is-account-aggregation\/\">The Blueleaf Advantage:  Multiple Aggregation Options for Every Client and Every Account<\/a><\/li>\n<li class=\"page_item page-item-3569\"><a href=\"https:\/\/www.blueleaf.com\/board-and-advisors\/\">The Blueleaf Board<\/a><\/li>\n<li class=\"page_item page-item-3481\"><a href=\"https:\/\/www.blueleaf.com\/the-blueleaf-story\/\">The Blueleaf Story<\/a><\/li>\n<li class=\"page_item page-item-3480\"><a href=\"https:\/\/www.blueleaf.com\/about-blueleaf\/\">The Blueleaf Team<\/a><\/li>\n<li class=\"page_item page-item-3487\"><a href=\"https:\/\/www.blueleaf.com\/ty-for-dl-free-guide-advisoryworld-blueleaf\/\">TY for DL free guide -AdvisoryWorld &#038; Blueleaf<\/a><\/li>\n<li class=\"page_item page-item-3422\"><a href=\"https:\/\/www.blueleaf.com\/what-is-a-client-portal\/\">What is a Client Portal?<\/a><\/li>\n<li class=\"page_item page-item-667 page_item_has_children\"><a href=\"https:\/\/www.blueleaf.com\/articles\/\">Articles to Share with Clients<\/a>\n<ul class='children'>\n\t<li class=\"page_item page-item-1033\"><a href=\"https:\/\/www.blueleaf.com\/articles\/target-date-funds-drawbacks\/\">Aim Carefully With Target-Date Funds<\/a><\/li>\n\t<li class=\"page_item page-item-1031\"><a href=\"https:\/\/www.blueleaf.com\/articles\/selling-strategy-for-stocks\/\">Always Know When You&#8217;re Going To Sell Before You Even Buy A Stock<\/a><\/li>\n\t<li class=\"page_item page-item-1285\"><a href=\"https:\/\/www.blueleaf.com\/articles\/investing-in-individual-stocks\/\">Diversification: Think Twice Before Investing In Individual Stocks (Content for Financial Advisors)<\/a><\/li>\n\t<li class=\"page_item page-item-1035\"><a href=\"https:\/\/www.blueleaf.com\/articles\/wrong-kind-of-diversification\/\">Diversification: You&#8217;re Doing It Wrong<\/a><\/li>\n\t<li class=\"page_item page-item-885\"><a href=\"https:\/\/www.blueleaf.com\/articles\/funding-retirement\/\">Funding Your Retirement: The Elements of Retirement Income<\/a><\/li>\n\t<li class=\"page_item page-item-729\"><a href=\"https:\/\/www.blueleaf.com\/articles\/how-leverage-works-in-investments\/\">How Leverage Works In Investments (Content for Financial Advisors)<\/a><\/li>\n\t<li class=\"page_item page-item-891\"><a href=\"https:\/\/www.blueleaf.com\/articles\/alternative-ways-to-fund-education\/\">Last-Ditch Ways To Fund College And Education Expenses (Content for Financial Advisors)<\/a><\/li>\n\t<li class=\"page_item page-item-1205\"><a href=\"https:\/\/www.blueleaf.com\/articles\/nest-egg-for-two\/\">Nest Egg for Two: Saving For Yourself And A Non-Working Spouse (Content for Financial Advisors)<\/a><\/li>\n\t<li class=\"page_item page-item-732\"><a href=\"https:\/\/www.blueleaf.com\/articles\/rollover-traditional-roth-ira\/\">Rollover, Traditional, And Roth IRAs: Money In, Money Out (Content for Financial Advisors)<\/a><\/li>\n\t<li class=\"page_item page-item-726\"><a href=\"https:\/\/www.blueleaf.com\/articles\/the-difference-between-a-traditional-and-roth-401k\/\">The Difference Between A Traditional And Roth 401(k)<\/a><\/li>\n\t<li class=\"page_item page-item-740\"><a href=\"https:\/\/www.blueleaf.com\/articles\/the-differences-between-529s-and-coverdell-esas\/\">The Differences Between 529s And Coverdell ESAs<\/a><\/li>\n\t<li class=\"page_item page-item-1029\"><a href=\"https:\/\/www.blueleaf.com\/articles\/bond-different-bond-fund\/\">The Differences Between Bond Funds And Individual Bonds<\/a><\/li>\n\t<li class=\"page_item page-item-889\"><a href=\"https:\/\/www.blueleaf.com\/articles\/the-miracle-of-compounding\/\">The Miracle Of Compounding<\/a><\/li>\n\t<li class=\"page_item page-item-683\"><a href=\"https:\/\/www.blueleaf.com\/articles\/what-type-of-investor-are-you\/\">What Type Of Investor Are You?<\/a><\/li>\n\t<li class=\"page_item page-item-1038\"><a href=\"https:\/\/www.blueleaf.com\/articles\/index-etf-traditional-index-fund\/\">Why Index ETFs Are Better Than Traditional Index Mutual Funds<\/a><\/li>\n\t<li class=\"page_item page-item-882\"><a href=\"https:\/\/www.blueleaf.com\/articles\/married-people-happier\/\">Why Married People Are Financially Happier<\/a><\/li>\n\t<li class=\"page_item page-item-716\"><a href=\"https:\/\/www.blueleaf.com\/articles\/roll-over-401k-into-ira-asap\/\">Why You Should Roll Over Your 401(k) Into An IRA As Soon As Possible (Content for Financial Advisors)<\/a><\/li>\n\t<li class=\"page_item page-item-669\"><a href=\"https:\/\/www.blueleaf.com\/articles\/why-your-broker-wants-you-to-trade-more\/\">Why Your Broker Wants You To Trade More<\/a><\/li>\n\t<li class=\"page_item page-item-875\"><a href=\"https:\/\/www.blueleaf.com\/articles\/house-asset-or-expense\/\">Your House Is Not an Asset; It\u2019s an Expense (Content for Financial Advisors)<\/a><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<h2 class=\"wsp-posts-title\">Posts by category<\/h2>\n<ul class=\"wsp-posts-list\">\n\t<li><strong class=\"wsp-category-title\">Category: <a href=\"https:\/\/www.blueleaf.com\/blog\/category\/advisorhacks-finsci\/\">#AdvisorHacks &amp; #FinSci<\/a><\/strong>\n<ul class=\"wsp-posts-list\">\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/3-steps-to-turn-your-advisor-website-into-a-prospect-magnet\/\">3 Steps to Turn Your Advisor Website into a Prospect Magnet<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/5-simple-advisor-tips-from-rising-star-chris-hatfield\/\">5 Simple Advisor Tips from Rising Star Chris Hatfield<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/stephen-rhodes-on-his-champion-client-strategy\/\">Stephen Rhodes On His Champion Client Strategy<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/16-quotes-to-help-you-inspire-clients\/\">16 Quotes to Help You Inspire Clients<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/the-top-5-ways-advisors-use-their-tablet\/\">The Top 5 Ways Advisors Use Their Tablet<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/if-you-could-teach-a-client-to-brush-their-teeth-you-can-keep-them-calm-about-finances-heres-why\/\">If You Could Teach A Client To Brush Their Teeth, You Can Keep Them Calm About Finances. Here&#8217;s Why.<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/how-speaking-to-a-group-of-pilots-made-my-teachers-only-business-take-off\/\">How Speaking To A Group of Pilots Made My Teachers-Only Business Take Off<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/how-to-save-a-month-of-time-by-doing-less\/\">How to Save A Month of Time by Doing Less<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/3-essential-communications-skills-every-advisor-should-master\/\">3 Essential Communications Skills Every Advisor Should Master<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/3-steps-critical-to-reaching-your-goal\/\">3 Steps Critical to Reaching Your Goal<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/advisorhack-leave-your-assets-at-the-office\/\">#Advisorhack: Leave Your Assets At The Office<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/advisorhack-time-is-on-your-side\/\">#Advisorhack: Time Is On Your Side<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/advisorhack-get-in-over-your-head\/\">#Advisorhack: Get In Over Your Head<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/advisorhack-the-numbers-that-highly-productive-people-love\/\">#Advisorhack: The Numbers That Highly Productive People Love<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/why-advisors-need-to-adopt-hacker-culture\/\">Why Advisors Need To Adopt Hacker Culture<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/advisorhack-hack-to-the-future\/\">#Advisorhack: Hack To The Future<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/advisor-superpowers-the-science-of-changing-client-habits-and-your-own-finsci\/\">Advisor Superpowers: The Science of Changing Client Habits (And Your Own) #FinSci<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/advisorhack-the-complete-guide-to-better-finance-writing\/\">#Advisorhack: The Complete Guide To Better Finance Writing<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/advisorhack-no-2-get-your-faxination\/\">#AdvisorHack no. 2: Get Your Faxination<\/a><\/li>\n<\/ul><\/li>\n\t<li><strong class=\"wsp-category-title\">Category: <a href=\"https:\/\/www.blueleaf.com\/blog\/category\/by-advisors\/\">by Advisors<\/a><\/strong>\n<ul class=\"wsp-posts-list\">\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/dave-ramsey-is-better-than-you-but\/\">Dave Ramsey Is Better Than You But &#8230;<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/does-video-actually-work\/\">Does Video Actually Work?<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/you-deserved-better\/\">You Deserved Better<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/the-problem-with-advice-engagment\/\">The Problem with Advice Engagment<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/want-to-elevate-your-client-convos-to-ted-talk-level\/\">Want to Elevate your Client Convos to TED talk Level<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/every-advisors-biggest-fear\/\">Every Advisor&#8217;s Biggest Fear<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/winning-the-internet\/\">Winning the Internet<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/financial-advisors-are-you-creating-experiences-or-just-delivering-services\/\">Financial Advisors, are you Creating Experiences or just Delivering Services?<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/your-biggest-competitor-as-a-financial-advisor-isnt-who-you-think-it-is\/\">Your Biggest Competitor as a Financial Advisor isn&#8217;t who you think it is.<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/dont-be-afraid-to-innovate-blueleaf-ceo-john-prendergast-tells-advisors-on-the-advisor-lab-podcast\/\">Don\u2019t Be Afraid to Innovate, Blueleaf CEO John Prendergast Tells Advisors on the Advisor Lab Podcast<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/how-to-get-clients-to-appreciate-you-blueleaf-ceo-john-prendergast-on-the-model-fa-podcast\/\">How to Get Clients to Appreciate You: Blueleaf CEO John Prendergast on the Model FA Podcast<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/international-podcast-day-2023-top-10-unforgettable-augmented-advisor-episodes\/\">International Podcast Day 2023: Top 10 Unforgettable Augmented Advisor Episodes<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/top-trends-in-wealth-management-in-2021\/\">Top Trends in Wealth Management in 2021<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/how-fintech-is-disrupting-wealth-management\/\">How Fintech is Disrupting Wealth Management<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/how-to-use-video-to-make-client-onboarding-less-painful\/\">How to Use Video to Make Client Onboarding Less Painful<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/how-advisor-dave-grant-retained-100-of-his-new-clients-with-blueleaf\/\">How Advisor Dave Grant Retained 100% of his New Clients with Blueleaf<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/how-a-financial-advisor-closed-94-of-prospects\/\">How a Financial Advisor Closed 94% of Prospects<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/how-to-handle-hostile-client-meetings\/\">How to Handle Hostile Client Meetings<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/designing-the-review-meeting-of-your-clients-dreams\/\">Designing the Review Meeting of Your Client&#8217;s Dreams<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/financial-planning-software-that-makes-plan-operations-pain-free\/\">Financial Planning Software that Makes Plan Operations Pain Free<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/how-i-turbocharged-engagement-w-my-website-viewers-one-advisors-success-story\/\">How I Turbocharged Engagement w\/ My Website Viewers &#8211; One advisor&#8217;s success story<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/heres-what-the-financial-industry-really-thinks-about-twitter\/\">Here&#8217;s what the financial industry REALLY thinks about Twitter&#8230;<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/how-i-announced-a-move-across-the-country-with-only-positive-feedback-from-clients\/\">How I Announced a Move Across the Country With Only Positive Feedback from Clients<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/what-to-say-and-not-say-to-a-grieving-widowed-client\/\">What To Say [and NOT say] To A Grieving Widowed Client<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/invaluable-prospecting-skill-i-learned-after-getting-choked-out-by-a-grown-man\/\">Invaluable Prospecting Skill I Learned After Getting \u201cChoked Out\u201d by a Grown Man<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/6-insider-tips-for-working-with-widows\/\">6 Insider Tips for Working with Widows<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/defeat-robo-advisors-where-algorithms-cant-replace-the-human\/\">Defeat Robo-Advisors: Where Algorithms Can\u2019t Replace The Human<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/i-can-run-my-advisory-business-from-anywhere-heres-how-i-roll\/\">I can run my advisory business from anywhere. Here&#8217;s how I roll&#8230;<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/the-two-emails-that-save-me-hours-of-work-and-build-client-relationships-right\/\">The Two Emails That Save Me Hours Of Work And Build Client Relationships Right<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/saying-youre-transparent-can-actually-kill-client-trust-if-you-fall-into-this-trap\/\">Saying You&#8217;re Transparent Can Actually Kill Client Trust If You Fall Into This Trap<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/video-for-beginners-theres-no-need-to-feel-intimidated-starting-now\/\">Video for Beginners: There&#8217;s No Need To Feel Intimidated, Starting Now<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/the-unpopular-sharing-method-that-gets-more-eyes-on-my-blog\/\">The &#8216;Unpopular&#8217; Sharing Method That Gets More Eyes On My Blog<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/im-not-your-fathers-financial-planner-and-other-ways-sophia-stands-out\/\">&#8220;I&#8217;m not your father&#8217;s financial planner&#8221; and other ways Sophia stands out<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/a-huge-pool-of-investors-wont-trust-financial-advisors-until-we-do-this\/\">A Huge Pool of Investors Won&#8217;t Trust Financial Advisors Until We Do This<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/3-steps-to-help-clients-sail-through-trouble\/\">3 Steps to Help Clients Sail Through Trouble<\/a><\/li>\n<\/ul><\/li>\n\t<li><strong class=\"wsp-category-title\">Category: <a href=\"https:\/\/www.blueleaf.com\/blog\/category\/client-engagement\/\">Client Engagement<\/a><\/strong>\n<ul class=\"wsp-posts-list\">\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/silence\/\">Silence&#8230;<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/your-clients-need-more-from-you\/\">Your clients need more from you<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/your-clients-spend-300-hours-on-social-media\/\">Your Clients Spend 300+ Hours on Social Media<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/quality-doesnt-make-a-video-viral\/\">&#8220;Quality&#8221; Doesn&#8217;t Make A Video Viral<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/how-to-design-a-great-client-experience-part-i\/\">How to Design a Great Client Experience &#8211; Part I<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/a-new-critical-metric-for-financial-advisors-client-engagement\/\">A New Critical Metric for Financial Advisors: Client Engagement<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/the-on-demand-antidote-to-media-mayhem-that-keeps-clients-on-track\/\">The On-Demand Antidote to Media Mayhem that Keeps Clients on Track<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/how-one-advisor-mastered-client-communication-got-featured-in-the-wall-street-journal\/\">How one advisor mastered client communication, got featured in the Wall Street Journal<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/the-ultimate-communication-strategy-that-keeps-clients-calm-and-confident\/\">The Ultimate Communication Strategy that Keeps Clients Calm and Confident<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/why-cnbc-is-your-biggest-competitor-in-the-wealth-management-space\/\">Why CNBC is Your Biggest Competitor in the Wealth Management Space<\/a><\/li>\n<\/ul><\/li>\n\t<li><strong class=\"wsp-category-title\">Category: <a href=\"https:\/\/www.blueleaf.com\/blog\/category\/communicating-with-clients\/\">Communicating with Clients<\/a><\/strong>\n<ul class=\"wsp-posts-list\">\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/4-strategic-ways-to-virtually-enhance-the-advisor-client-relationship\/\">4 Strategic Ways to Virtually Enhance the Advisor-Client Relationship<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/is-your-wealth-firm-ready-for-the-future-it-begins-now\/\">Is your wealth firm ready for the future? It begins now<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/the-great-reset-how-the-pandemic-changed-the-wealth-management-landscape\/\">The Great Reset: How the Pandemic Changed the Wealth Management Landscape<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/managing-client-expectations-in-the-digital-era\/\">Managing Client Expectations in the Digital Era<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/virtual-wealth-management-can-improve-client-relationships\/\">Virtual Wealth Management Can Improve Client Relationships<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/financial-advisor-versus-robo-advisors-what-are-your-clients-looking-for\/\">Financial Advisor versus Robo Advisors: What Are Your Clients Looking For?<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/how-fintech-can-help-drive-down-compliance-costs-in-wealth-management\/\">How Fintech Can Help Drive Down Compliance Costs in Wealth Management<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/how-blueleaf-supports-your-firms-evolving-value-proposition\/\">How Blueleaf Supports Your Firm&#8217;s Evolving Value Proposition<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/think-your-firms-growth-is-tied-to-price-think-again\/\">Think Your Firm\u2019s Growth is Tied to Price? Think Again.<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/the-blueleaf-advantage-keeping-value-top-of-mind\/\">The Blueleaf Advantage: Keeping Value Top of Mind<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/if-pricing-is-your-differentiator-your-wealth-management-firm-is-in-trouble\/\">If Pricing is Your Differentiator, Your Wealth Management Firm is in Trouble<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/4-big-ways-advisors-add-value-and-how-to-tell-that-to-your-clients\/\">4 Big Ways Advisors Add Value &#8211; And How to Tell that to Your Clients<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/how-a-beautifully-designed-mobile-app-attracts-and-retains-clients\/\">How a Beautifully-Designed Mobile App Attracts and Retains Clients<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/your-customers-hate-your-wealth-management-software-and-we-dont-blame-them\/\">Your Customers Hate Your Wealth Management Software \u2014 And We Don\u2019t Blame Them<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/how-one-advisor-used-blueleaf-to-make-the-transition-to-remote-client-services-seamless\/\">How One Advisor Used Blueleaf to Make the Transition to Remote Client Services Seamless<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/from-cyber-conniption-to-coffee-and-chill-how-to-use-blueleafs-client-portal-to-make-onboarding-a-breeze\/\">From Cyber-Conniption to Coffee and Chill: How to Use Blueleaf\u2019s Client Portal to Make Onboarding a Breeze<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/using-blueleafs-client-portal-to-become-your-clients-favorite-video-conferencing-meeting\/\">Using Blueleaf\u2019s Client Portal to Become Your Clients\u2019 Favorite Video Conferencing Meeting<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/the-secret-to-seamless-scalability-in-the-new-digital-world\/\">The Secret to Seamless Scalability in the New Digital World<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/how-to-turbocharge-your-wealth-management-business-in-the-digital-era\/\">How to Turbocharge Your Wealth Management Business in the Digital Era<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/blueleaf-tells-all-why-account-aggregation-isnt-perfect-how-were-fixing-it\/\">Blueleaf Tells All: Why Account Aggregation Isn\u2019t Perfect &#038; How We\u2019re Fixing It<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/digital-first-disorientation-the-new-wealth-management-problem\/\">Digital-First Disorientation: The New Wealth Management Problem<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/find-out-how-blueleaf-makes-aum-growth-just-happen\/\">Find Out How Blueleaf Makes AUM Growth Just Happen<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/blueleaf-on-the-breaking-banks-podcast-the-art-of-innovation\/\">Blueleaf on the Breaking Banks Podcast: The Art of Innovation<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/wealth-advisors-have-a-blackberry-problem-and-digital-is-making-it-worse\/\">Wealth Advisors Have a BlackBerry Problem&#8230;and Digital is Making it Worse<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/how-a-360-degree-view-prevents-clients-from-doing-a-180\/\">How a 360-Degree View Prevents Clients from Doing a 180<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/katie-stokes-chats-about-virtual-client-service\/\">Katie Stokes Chats About Virtual Client Service<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/communicating-your-value-to-clients-in-a-down-market\/\">Communicating your value to clients in a down market<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/3-strategies-for-thriving-after-the-dol-rule\/\">3 Strategies for Thriving After the DOL Rule<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/how-to-make-panicked-client-calls-history\/\">How To Make Panicked Client Calls History<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/can-you-explain-derivatives-in-simple-terms\/\">Can you explain &#8216;Derivatives&#8217; in simple terms?<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/dear-advisor-why-havent-i-heard-from-you\/\">Dear Advisor: Why haven&#8217;t I heard from you?<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/how-to-introduce-account-aggregation-to-clients\/\">How To Introduce Account Aggregation to Clients<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/be-different-help-clients-invest-in-their-happiness-really-its-science\/\">Be Different: Help Clients Invest In Their Happiness (Really. It\u2019s science.)<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/powerful-tools-that-make-you-a-master-at-effective-email\/\">Powerful Tools That Make You a Master at Effective Email<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/do-less-deliver-more-lessons-from-the-tortoise-and-the-hare\/\">Do Less, Deliver More: Lessons from the Tortoise and the Hare<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/your-clients-arent-reading-your-emails-fix-it-in-5-steps\/\">Your clients aren\u2019t reading your emails. Fix it in 5 steps<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/how-blueleaf-put-advisor-katie-stokes-in-the-wsj\/\">How Blueleaf Put Advisor Katie Stokes in the WSJ<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/explain-like-im-six-account-aggregation\/\">Explain Like I&#8217;m Six: Account Aggregation<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/scariest-client-email-ever\/\">Scariest. Client Email. Ever.<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/uncommon-strategy-drives-50-annual-growth-for-this-independent-advisor\/\">Uncommon Strategy Drives 50% Annual Growth for This Independent Advisor<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/is-texting-a-client-okay-the-truth-for-advisors\/\">Is Texting a Client Okay? The Truth for Advisors<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/two-words-thatll-make-you-stand-out-from-other-financial-advisors\/\">Two Words That\u2019ll Make You Stand Out from other Financial Advisors<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/14-quotes-about-financial-planning-to-share-with-clients\/\">14 Quotes About Financial Planning to Share With Clients<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/4-ways-youre-losing-credibility-with-bad-design\/\">4 Ways You\u2019re Losing Credibility With Bad Design<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/the-ultimate-lesson-for-effective-client-meetings\/\">The Ultimate Lesson for Effective Client Meetings<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/npr-exposes-how-these-americans-really-feel-about-retirement-planning-and-why\/\">NPR Exposes How These Americans Really Feel About Retirement Planning and Why<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/19-ways-to-describe-aggregation-without-saying-the-word\/\">19 Ways To Describe Aggregation Without Saying The Word<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/7-truths-advisors-cant-ever-admit-to-clients-turned-into-questions-theyll-love-to-answer\/\">7 Truths Advisors Can&#8217;t Ever Admit To Clients Turned Into Questions They&#8217;ll Love To Answer<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/advisors-told-me-what-the-perfect-meeting-looks-like-and-its-f\/\">Advisors Told Me What The Perfect Meeting Looks Like and It&#8217;s F***<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/delight-clients-and-increase-referrals-with-4-lessons-from-walt-disney\/\">Delight Clients and Increase Referrals With 4 Lessons From Walt Disney<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/when-you-stop-sending-paper-reports-you-deprive-clients-of-15-things\/\">When You Stop Sending Paper Reports, You Deprive Clients Of 15 Things<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/my-client-died-and-one-simple-question-from-his-family-changed-my-business\/\">My Client Died and One Simple Question From His Family Changed My Business<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/7-terms-advisors-use-that-make-clients-go-huh\/\">7 Terms Advisors Use That Make Clients Go &#8220;Huh?&#8221;<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/study-finds-office-atmosphere-influences-client-stress-levels\/\">Study Finds Office Atmosphere Influences Client Stress Levels<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/two-client-meeting-mistakes-you-might-be-making\/\">Two Client Meeting Mistakes You Might Be Making<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/3-elements-of-highly-effective-virtual-meetings\/\">3 Elements of Highly Effective Virtual Meetings<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/6-tips-for-an-email-signature-your-clients-will-love\/\">6 Tips for an Email Signature Your Clients Will Love<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/bill-gross-suggests-our-flaws-instill-a-sense-of-trust\/\">Bill Gross Suggests Our Flaws Instill a Sense of Trust<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/its-time-to-rethink-the-standard-out-of-office-email\/\">It&#8217;s Time To Rethink The Standard &#8220;Out of Office&#8221; Email<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/free-at-last-thank-god-almighty-we-are-free-at-last\/\">Free at last! Thank God Almighty, we are free at last!<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/quarterly-reports-are-like-ford-pintos-how-to-fix-it\/\">Quarterly Reports are like Ford Pintos &#8211; How to Fix it<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/think-your-clients-arent-tech-savvy-think-again\/\">Think Your Clients Aren&#8217;t Tech Savvy? Think Again&#8230;<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/how-an-advisor-grew-from-0-to-1-3b-aum\/\">How an Advisor Grew from $0 to $1.3B AUM<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/nextgen-investors-demand-advisors-use-a-client-portal\/\">NextGen Investors Demand Advisors Use a Client Portal<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/finsci-how-we-talk-when-we-talk-about-finance\/\">#FinSci: How We Talk When We Talk About Finance<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/two-must-have-client-communication-elements-you-might-be-missing\/\">Two must-have client communication elements you might be missing<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/advisors-in-the-mainstream-infographic-and-excerpt\/\">Advisors in the Mainstream (Infographic and Excerpt)<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/parsing-the-fears-of-the-wealthy\/\">Parsing the Fears of the Wealthy<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/treat-your-clients-like-gods-or-dont-the-ideal-state-of-client-advisor-relationships\/\">Treat Your Clients Like Gods&#8230; Or Don&#8217;t (The Ideal State of Client-Advisor Relationships)<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/waiting-to-save-behavioral-economics-at-work\/\">Waiting to Save \u2013 Behavioral Economics at Work<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/the-future-is-here-now-for-financial-advisors\/\">The Future Is Here, Now For Financial Advisors<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/your-clients-are-leaving-you-in-the-dust\/\">Your Clients are Leaving You in the Dust!<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/clients-want-great-service-does-your-financial-advisory-firm-leave-them-hungry\/\">Clients want great service. Does your financial advisory firm leave them hungry?<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/advanced-free-consultations-for-advisors\/\">Advanced Free Consultations for Advisors<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/trust-fall-what-do-you-really-know-about-client-trust\/\">Trust Fall: What Do You REALLY Know About Client Trust?<\/a><\/li>\n<\/ul><\/li>\n\t<li><strong class=\"wsp-category-title\">Category: <a href=\"https:\/\/www.blueleaf.com\/blog\/category\/guiding-change\/\">Guiding Change<\/a><\/strong>\n<ul class=\"wsp-posts-list\">\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/if-your-firm-is-more-than-you-you-have-a-culture\/\">If Your Firm is More Than You, You Have a Culture<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/how-to-introduce-new-technology-to-your-clients\/\">How To Introduce New Technology To Your Clients<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/getting-clients-to-go-all-in-with-held-away-assets\/\">Getting Clients to Go &#8220;All In&#8221; with Held-Away Assets<\/a><\/li>\n<\/ul><\/li>\n\t<li><strong class=\"wsp-category-title\">Category: <a href=\"https:\/\/www.blueleaf.com\/blog\/category\/ideas\/\">Ideas<\/a><\/strong>\n<ul class=\"wsp-posts-list\">\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/i-love-doing-this\/\">I love doing this&#8230;<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/making-things-simple-is-hard\/\">Making things simple is hard<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/its-a-seductive-lie\/\">It&#8217;s a seductive lie<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/a-silent-killer-is-hurting-your-practice\/\">A silent killer is hurting your practice<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/the-simple-way-to-get-more-referrals\/\">The simple way to get more referrals<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/what-getting-scalded-by-a-hot-shower-taught-me\/\">What getting scalded by a hot shower taught me&#8230;<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/silence-2\/\">Silence&#8230;<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/want-to-know-how-to-improve-your-service-or-product\/\">Want to know how to improve your service or product?<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/i-empowered-my-team-but-they-completely-failed\/\">I empowered my team but they completely failed<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/calm-down-its-not-what-you-think\/\">Calm down, it&#8217;s not what you think<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/im-incredibly-selfish-and-its-why\/\">I&#8217;m incredibly selfish and it&#8217;s why&#8230;<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/she-said-the-way-you-communicate-with-clients-is-self-centered\/\">She said &#8220;The way you communicate with clients is self-centered&#8221;<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/youre-wasting-time-learning-from-your-customers\/\">You\u2019re Wasting Time Learning from your Customers<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/over-the-years-as-an-entrepreneur-ive-learned-that-while-you-are-responsible-for-everything\/\">Over the years as an entrepreneur, I&#8217;ve learned that while you are responsible for everything&#8230;<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/your-job-as-a-business-leader-isnt-to-empower-your-employees\/\">Your job as a business leader isn\u2019t to empower your employees<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/how-to-make-your-team-follow-you\/\">How to make your team follow you<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/this-advisor-completely-changed-her-approach-to-communication\/\">This advisor completely changed her approach to communication<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/before-i-knew-it-i-was-at-the-top-skiing-alone-in-the-sun\/\">Before I knew it, I was at the top skiing alone in the sun<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/another-media-story-clients-are-out-on-a-ledge\/\">Another media story, clients are out on a ledge<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/are-you-or-your-team-feeling-a-little-stagnant\/\">Are you or your team feeling a little stagnant?<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/dont-let-risk-stop-your-innovation\/\">Don&#8217;t Let Risk Stop Your Innovation<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/ever-felt-like-a-moron-recording-video\/\">Ever Felt Like a Moron recording video?<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/defeating-the-silent-advisor-killer\/\">Defeating The Silent Advisor Killer<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/the-augmented-advisor-scaling-efficiency-and-margins\/\">The Augmented Advisor: Scaling Efficiency and Margins<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/how-the-dol-rule-change-creates-massive-hidden-threats-to-rias\/\">How the DOL Rule Change Creates Massive Hidden Threats to RIAs<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/apps-to-help-financial-advisors-onboard-new-clients\/\">Apps to Help Financial Advisors Onboard New Clients<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/getting-an-f-on-growth-heres-how-superstar-financial-advisors-do-it\/\">Getting an F on Growth? Here&#8217;s How Superstar Financial Advisors Do It<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/how-automation-can-win-new-clients\/\">How Automation Can Win New Clients<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/shake-up-the-holiday-gifts\/\">Shake up the Holiday Gifts<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/ria-registration-the-nuts-bolts-and-must-knows\/\">RIA Registration: The Nuts, Bolts, and Must-Knows<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/i-hope-he-never-pays-us-admits-ceo-of-software-company\/\">\u201cI hope he NEVER pays us,\u201d admits CEO of software company<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/dont-get-caught-off-guard-deal-with-the-unpredictable\/\">Don&#8217;t get caught off guard. Deal with the unpredictable.<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/15-essential-steps-to-meeting-your-fiduciary-duty\/\">15 Essential Steps to Meeting Your Fiduciary Duty<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/why-people-are-uninspired-by-retirement-planning\/\">Why People Are Uninspired By Retirement Planning<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/5-types-of-emails-that-are-clogging-your-inbox\/\">5 Types of Emails that are Clogging Your Inbox<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/do-you-own-a-job-or-a-real-business-the-difference-for-financial-advisors\/\">Do you own a job or a REAL business? The difference for financial advisors<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/the-most-effective-schedule-ive-had-in-two-years-and-why-theres-nothing-like-it\/\">The Most Effective Schedule I\u2019ve Had In Two Years and Why There&#8217;s Nothing Like It<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/getting-roi-from-account-aggregation-in-two-basic-steps\/\">Getting ROI from Account Aggregation in Two Basic Steps<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/independent-ria-says-filling-out-paperwork-by-hand-seems-silly\/\">Independent RIA Says Filling Out Paperwork By Hand &#8216;Seems Silly&#8217;<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/bernie-clark-calls-on-rias-to-embrace-new-technology\/\">Bernie Clark Calls on RIAs to Embrace New Technology<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/3-financial-advisors-who-are-going-paperless-and-why\/\">3 Financial Advisors Who Are Going Paperless and Why<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/advisors-beware-the-rise-of-the-franken-product\/\">Advisors: Beware The Rise of the &#8220;Franken-Product&#8221;<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/why-your-next-client-will-demand-on-demand\/\">Why Your Next Client Will Demand &#8220;On-Demand&#8221;<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/the-software-opportunity-missed-by-93-of-advisors\/\">The Software Opportunity Missed by 93% of Advisors<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/what-is-an-api-invitation-to-the-blueleaf-block-party\/\">What is an API? Invitation to the Blueleaf Block Party<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/two-efficient-advisors-who-dont-hate-april\/\">Two Efficient Advisors who Don&#8217;t Hate April<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/want-a-breakthrough-strategy-for-advisors-its-simple\/\">Want a Breakthrough Strategy for Advisors? It&#8217;s simple &#8230;<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/telling-stories-can-lead-to-more-referrals-better-blogs\/\">Telling Stories Can Lead To More Referrals, Better Blogs<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/what-advisors-can-learn-from-a-childrens-books-authors-legacy\/\">What Advisors Can Learn From A Children&#8217;s Books Author&#8217;s Legacy<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/how-to-survive-the-advisor-apocalypse\/\">How To Survive The Advisor Apocalypse<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/finsci-improving-financial-insight-with-working-memory\/\">#FinSci: Improving Financial Insight with Working Memory<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/what-are-financial-services-lacking-in-the-digital-revolution\/\">What Are Financial Services Lacking In The Digital Revolution?<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/permission-to-experiment-fearlessly-granted\/\">Permission to Experiment Fearlessly? Granted.<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/competing-against-robo-advisors-opportunities-and-risks-for-advisors-pt-2\/\">Competing Against Robo-Advisors \u2013 Opportunities and Risks for Advisors Pt. 2<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/advisors-are-you-amazon-or-borders\/\">Advisors: Are You Amazon or Borders?<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/5-ways-to-improve-the-business-of-financial-advice\/\">5 Ways To Improve The Business of Financial Advice<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/competing-against-robo-advisors-opportunities-and-risks-for-advisors-pt-1\/\">Competing Against Robo-Advisors &#8211; Opportunities and Risks for Advisors Pt. 1<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/blueleaf-advisor-the-evolution\/\">Blueleaf Advisor &#8211; The Evolution<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/why-advisor-software-feels-so-outdated\/\">Why Advisor Software Feels so Outdated<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/are-you-an-advisor-or-it-specialist\/\">Are You an Advisor or IT Specialist?<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/is-financial-planning-a-set-it-and-forget-it-process\/\">Is financial planning a set it and forget it process?<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/godzillas-spawn-is-targeting-your-clients-what-will-you-do\/\">Godzilla&#8217;s spawn is targeting your clients &#8211; What will you do?<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/is-your-focus-long-term-message-to-clients-footnoted\/\">Is Your &#8220;Focus Long-term&#8221; Message to Clients Footnoted?<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/how-to-fix-free-financial-consultations\/\">How To Fix Free Financial Consultations<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/advisor-forecast-the-client-of-the-future\/\">Advisor Forecast: The Client Of The Future<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/why-jerry-maguire-is-wrong\/\">Why Jerry Maguire is Wrong<\/a><\/li>\n<\/ul><\/li>\n\t<li><strong class=\"wsp-category-title\">Category: <a href=\"https:\/\/www.blueleaf.com\/blog\/category\/marketing-growth\/\">Marketing &amp; Growth<\/a><\/strong>\n<ul class=\"wsp-posts-list\">\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/threats-that-are-actually-growing-wealth-management\/\">Threats That Are Actually Growing Wealth Management<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/your-wealth-management-firm-is-built-to-fail-heres-how-to-fix-it\/\">Your Wealth Management Firm is Built to Fail &#8211; Here\u2019s How to Fix It<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/how-to-keep-your-edge-in-a-wealth-management-world-that-wont-slow-down\/\">How to Keep Your Edge in a Wealth Management World That Won\u2019t Slow Down<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/why-you-should-start-a-financial-advisor-blog-and-how-to-do-it\/\">Why You Should Start a Financial Advisor Blog and How to Do It<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/double-your-growth-with-this-financial-advisor-marketing-system\/\">Double Your Growth With This Financial Advisor Marketing System<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/find-out-how-blueleaf-automates-aum-growth\/\">Find Out How Blueleaf Automates AUM Growth<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/how-high-growth-financial-advisors-attract-and-win-more-clients\/\">How High Growth Financial Advisors Attract and Win More Clients<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/why-email-is-the-king-of-financial-advisor-marketing\/\">Why Email is the King of Financial Advisor Marketing<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/can-you-relate-we-throw-marketing-stuff-out-there-but-engagement-is-low\/\">Can you relate? &#8220;We throw marketing stuff out there, but engagement is low&#8230;&#8221;<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/your-3-month-plan-for-attracting-clients-from-scratch\/\">Your 3-Month Plan for Attracting Clients From Scratch<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/advisor-forum-if-you-have-questions-after-marketing-course-get-more-leads-w-low-maintenance-strategies\/\">[Advisor Forum] If you have questions after marketing course &#8220;Get More Leads w\/ Low Maintenance Strategies&#8221;<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/ive-acquired-many-new-clients-with-linkedin-heres-how\/\">I&#8217;ve Acquired Many New Clients with LinkedIn. Here&#8217;s how.<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/501-blog-topic-ideas-for-financial-advisors\/\">501 Blog Topic Ideas for Financial Advisors<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/referral-strategies-from-todays-hot-startups-and-what-advisors-can-do\/\">Referral Strategies From Today&#8217;s Hot Startups and What Advisors Can Do<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/how-to-speak-the-language-of-a-prospect\/\">How To Speak The Language of a Prospect<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/the-information-journey-that-makes-prospects-want-to-reach-out\/\">The Information Journey That Makes Prospects Want to Reach Out<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/wealth-manager-wins-new-clients-with-his-hobby\/\">Wealth Manager Wins New Clients with his Hobby<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/how-to-get-quick-ideas-for-your-next-blog-post-and-proof-it-works\/\">How To Get Quick Ideas For Your Next Blog Post and Proof It Works<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/7-tips-to-increase-contact-us-form-submissions\/\">7 Tips to Increase &#8216;Contact Us&#8217; Form Submissions<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/3-ways-to-spend-10-minutes-on-linkedin\/\">3 Ways to Spend 10 Minutes on LinkedIn<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/advisor-marketing-part-2-dont-write-a-plan\/\">Advisor Marketing, Part 2: Don&#8217;t write a plan<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/advisor-marketing-part-1-dont-forget-clients-were-cavemen\/\">Advisor Marketing, Part 1: Don&#8217;t forget clients were cavemen<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/making-centers-of-influence-work-conversation-with-an-experienced-advisor\/\">Making Centers of Influence Work: Conversation with an experienced advisor<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/how-to-get-more-referrals\/\">How to Get More Referrals<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/telling-stories-part-ii-know-your-story\/\">Telling Stories Part II: Know Your Story<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/center-of-influence-marketing-for-advisors-made-simple\/\">Center of Influence Marketing for Advisors Made Simple<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/12-tips-for-getting-the-most-out-of-a-blog-post-infographic\/\">12 Tips For Getting The Most Out of a Blog Post [Infographic]<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/give-me-something-to-share-thoughts-and-an-infographic-for-advisors-audiences\/\">Give Me Something To Share! Thoughts and an Infographic for Advisors Audiences<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/inbound-marketing-for-advisors-part-2-how-to-get-found\/\">Inbound Marketing for Advisors Part 2: How To Get Found<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/what-dolly-parton-can-teach-advisors-about-marketing\/\">What Dolly Parton Can Teach Advisors About Marketing<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/inbound-marketing-part-3-measure-analyze-optimize-repeat\/\">Inbound Marketing Part 3: Measure, Analyze, Optimize, Repeat<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/finance-marketing-and-the-path-of-least-resistance\/\">Finance Marketing and The Path Of Least Resistance<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/a-simple-strategy-for-financial-content-that-works\/\">A Simple Strategy for Financial Content That Works<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/what-yoda-knows-that-financial-advisors-need-to-learn\/\">What Yoda Knows That Financial Advisors Need To Learn<\/a><\/li>\n<\/ul><\/li>\n\t<li><strong class=\"wsp-category-title\">Category: <a href=\"https:\/\/www.blueleaf.com\/blog\/category\/media\/\">Media<\/a><\/strong>\n<ul class=\"wsp-posts-list\">\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/we-havent-raised-our-prices-since-2014\/\">We haven\u2019t raised our prices since 2014<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/how-devin-carroll-built-a-thriving-advising-business-via-youtube-podcasts\/\">How Devin Carroll Built a Thriving Advising Business via YouTube &amp; Podcasts<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/are-you-wasting-your-time-on-corporate-culture\/\">Are you Wasting your Time on Corporate culture?<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/corporate-culture-is-a-waste-of-time\/\">Corporate Culture is a Waste of Time<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/you-ever-hear-these-lies-before\/\">You ever hear these lies before?<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/if-youre-an-entrepreneur-you-have-a-secret-weapon\/\">If you&#8217;re an entrepreneur you have a secret weapon<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/another-media-story-clients-are-out-on-a-ledge-2\/\">Another media story, clients are out on a ledge<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/a-burning-hatred-for-the-media\/\">A Burning Hatred for the Media<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/harnessing-short-form-video-lessons-from-a-viral-video-marketing-wizard\/\">Harnessing Short-form Video &#8211; Lessons from a Viral Video Marketing Wizard<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/imagine-clients-are-panic-resistant-and-always-follow-your-advice\/\">Imagine Clients are Panic-Resistant and Always Follow Your Advice<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/youll-stay-disappointed-in-others-without-this-one-skill\/\">You&#8217;ll stay disappointed in others, without this one skill<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/7-things-no-one-tells-you-about-keeping-clients-engaged\/\">7 Things No One Tells You About Keeping Clients Engaged<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/sometimes-clients-throw-you-a-bone-and-dont-realize-it\/\">Sometimes Clients Throw You A Bone and Don&#8217;t Realize It<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/want-high-performance-you-need-to-do-these-4-steps-publicly-2\/\">Want high performance? You need to do these 4 steps publicly<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/why-we-dont-raise-prices-even-when-competitors-do\/\">Why we don\u2019t raise prices even when competitors do?<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/want-high-performance-you-need-to-do-these-4-steps-publicly\/\">Want high performance? You need to do these 4 steps publicly<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/how-to-turn-long-form-video-into-shorts-that-will-crush\/\">How to turn long-form video into shorts that will crush<\/a><\/li>\n<\/ul><\/li>\n\t<li><strong class=\"wsp-category-title\">Category: <a href=\"https:\/\/www.blueleaf.com\/blog\/category\/mobile\/\">Mobile<\/a><\/strong>\n<ul class=\"wsp-posts-list\">\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/designing-great-wealth-management-experiences-leveraging-mobile\/\">Designing Great Wealth Management Experiences Leveraging Mobile<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/blueleaf-has-launched-its-mobile-app-upgrade-to-beautiful\/\">Blueleaf Has Launched Its Mobile App&#8230;Upgrade to Beautiful<\/a><\/li>\n<\/ul><\/li>\n\t<li><strong class=\"wsp-category-title\">Category: <a href=\"https:\/\/www.blueleaf.com\/blog\/category\/newsroom\/\">Newsroom<\/a><\/strong>\n<ul class=\"wsp-posts-list\">\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/you-dont-need-ai-to-effectively-engage-your-clients\/\">You Don&#8217;t Need AI to Effectively Engage Your Clients<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/embrace-the-obvious-to-counter-confusing-technology-writes-blueleaf-ceo-in-advisor-perspectives\/\">Embrace the Obvious to Counter Confusing Technology, Writes Blueleaf CEO in Advisor Perspectives<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/introducing-clients-to-new-technology\/\">Introducing Clients to New Technology<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/john-prendergast-on-wealthtech-today-ai-tools-to-use-now-the-future-of-holistic-advice-and-data-aggregation-to-streamline-wealth-management\/\">John Prendergast on WealthTech Today: AI Tools to Use Now, the Future of Holistic Advice, and Data Aggregation to Streamline Wealth Management<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/leveraging-technology-ai-to-amplify-client-experience\/\">Leveraging Technology &#038; AI to Amplify Client Experience<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/digital-engagement-lessons-from-netflix-facebook-to-connect-with-your-clients\/\">Digital Engagement Lessons from Netflix &#038; Facebook to Connect With Your Clients<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/how-to-engage-clients-like-major-media-blueleaf-ceo-in-advisor-perspectives\/\">How to Engage Clients Like Major Media: Blueleaf CEO in Advisor Perspectives<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/how-ai-will-change-the-way-you-experience-wealth-management-software\/\">How AI Will Change the Way You Experience Wealth Management Software<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/blueleaf-ceo-in-advisor-perspectives-can-technology-make-advisors-happy\/\">Blueleaf CEO in Advisor Perspectives &#8211; Can technology Make Advisors Happy?<\/a><\/li>\n\t<li><strong class=\"wsp-category-title\">Category: <a href=\"https:\/\/www.blueleaf.com\/blog\/category\/newsroom\/news-newsroom\/\">News<\/a><\/strong>\n<ul class=\"wsp-posts-list\">\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/blueleaf-wins-2023-wealthie-for-aggregation-service\/\">Blueleaf Wins 2023 &#8220;Wealthie&#8221; for Aggregation Service<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/fusioniq-chooses-blueleaf-for-enhanced-advisor-and-client-experience\/\">FusionIQ Chooses Blueleaf For Enhanced Advisor and Client Experience<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/blueleaf-announces-wealth-managements-first-aggregation-as-a-service-with-direct-client-support\/\">Blueleaf Announces Wealth Management\u2019s First Aggregation-as-a-Service with Direct Client Support<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/blueleafs-aggregation-system-is-a-finalist-for-a-2023-wealth-management-industry-award\/\">Blueleaf\u2019s Aggregation System is a Finalist for a 2023 Wealth Management Industry Award<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/john-devincent-joins-blueleaf-advisory-board\/\">John DeVincent Joins Blueleaf Advisory Board<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/blueleaf-expands-executive-ranks-with-appointment-of-evp-of-business-development\/\">Blueleaf Expands Executive Ranks with Appointment of EVP of Business Development<\/a><\/li>\n<\/ul><\/li>\n\t<li><strong class=\"wsp-category-title\">Category: <a href=\"https:\/\/www.blueleaf.com\/blog\/category\/newsroom\/views\/\">Views<\/a><\/strong>\n<\/li>\n<\/ul><\/li>\n\t<li><strong class=\"wsp-category-title\">Category: <a href=\"https:\/\/www.blueleaf.com\/blog\/category\/operations\/\">Operations<\/a><\/strong>\n<ul class=\"wsp-posts-list\">\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/robo-advisors-are-going-hybrid-should-you\/\">Robo Advisors are Going Hybrid. Should You?<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/14-ways-blueleafs-account-aggregation-enables-proactive-insights-and-helps-you-add-differentiated-value\/\">14 Ways Blueleaf\u2019s Account Aggregation Enables Proactive Insights and Helps You Add Differentiated Value<\/a><\/li>\n<\/ul><\/li>\n\t<li><strong class=\"wsp-category-title\">Category: <a href=\"https:\/\/www.blueleaf.com\/blog\/category\/podcast\/\">Podcast<\/a><\/strong>\n<ul class=\"wsp-posts-list\">\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/build-a-business-on-linkedin-tips-from-a-rising-linkedin-star-and-advisor-marketing-wizard\/\">Build a Business on LinkedIn: Tips from a Rising LinkedIn Star and Advisor Marketing Wizard<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/advisors-need-to-break-through-the-noise-to-engage-clients-says-john-prendergast-on-the-bridging-the-gap-podcast\/\">Advisors Need to Break Through the Noise to Engage Clients, Says John Prendergast on the Bridging the Gap Podcast<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/how-content-lands-this-small-town-advisor-big-clients-from-over-300-leads-per-year\/\">How Content Lands this Small Town Advisor Big Clients from over 300 Leads Per Year<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/how-this-financial-advisor-actually-makes-boring-topics-viral-a-marketing-whiz\/\">How This Financial Advisor ACTUALLY Makes Boring Topics Viral &#8211; A Marketing Whiz<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/treat-generative-ai-like-a-lazy-intern-says-blueleaf-ceo-john-prendergast-on-the-flexible-advisor-podcast\/\">Treat Generative AI Like a Lazy Intern, Says Blueleaf CEO John Prendergast on The Flexible Advisor Podcast<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/getting-leads-by-filming-a-cooking-show-in-barcelona-on-an-iphone\/\">Getting Leads by Filming a Cooking Show in Barcelona on an iPhone?<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/growing-your-practice-through-media-mission-and-client-experience\/\">Growing Your Practice Through Media, Mission, and Client Experience<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/how-financial-advisors-can-grow-faster-and-provide-better-service-by-looking-beyond-their-local-networks\/\">How Financial Advisors Can Grow Faster and Provide Better Service By Looking Beyond Their Local Networks<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/engaging-clients-by-building-an-innovative-experience-using-purposeful-design\/\">Engaging Clients By Building An Innovative Experience Using Purposeful Design<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/how-financial-advisors-can-leverage-technology-to-remove-complexity-from-their-clients-lives\/\">How Financial Advisors Can Leverage Technology To Remove Complexity From Their Clients Lives<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/defending-financial-planners-and-building-the-4th-great-profession\/\">Defending \u201cFinancial Planner\u201ds and Building the 4th Great Profession<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/svb-hot-takes-and-why-banking-as-a-service-is-the-next-frontier-for-financial-advisors\/\">SVB Hot Takes and Why Banking as a Service is the Next Frontier for Financial Advisors<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/how-broker-dealers-can-create-the-best-wealth-management-experience-for-financial-advisors\/\">How Broker-Dealers Can Create The Best Wealth Management Experience For Financial Advisors<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/avoiding-compliance-headaches-the-new-sec-rule-changes-will-create-for-financial-advisors\/\">Avoiding Compliance Headaches The New SEC Rule Changes Will Create For Financial Advisors<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/how-financial-advisors-are-leveraging-outsourcing-and-what-the-sec-has-to-say-about-it\/\">How Financial Advisors Are Leveraging Outsourcing And What The SEC Has To Say About It<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/behind-the-creation-of-a-digital-investing-platform-for-rias\/\">Behind The Creation Of A Digital Investing Platform For RIAs<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/carl-richards-lessons-from-deep-thinking-about-financial-planning-wealth-management-and-working-with-clients\/\">Carl Richards Lessons From Deep Thinking About Financial Planning, Wealth Management and Working With Clients<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/how-rias-can-use-technology-to-leverage-their-strengths-and-mitigate-their-weaknesses\/\">How RIAs Can Use Technology To Leverage Their Strengths And Mitigate Their Weaknesses<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/why-rias-need-to-protect-preserve-and-defend-the-fiduciary-standard\/\">Why RIAs Need To Protect, Preserve and Defend The Fiduciary Standard<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/live-from-ria-summit-2022-with-jeff-benjamin-and-chuck-failla\/\">Live From RIA Summit 2022 With Jeff Benjamin and Chuck Failla<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/international-podcast-day-10-memorable-augmented-advisor-episodes\/\">International Podcast Day: 10 Memorable Augmented Advisor Episodes<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/investing-during-a-period-of-volatility-and-disruption\/\">Investing During A Period Of Volatility And Disruption<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/serving-the-family-how-financial-advisors-can-attract-extended-family-and-retain-heirs-as-clients\/\">Serving the Family: How Financial Advisors Can Attract Extended Family and Retain Heirs as Clients<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/how-financial-advisors-can-leverage-self-directed-iras-to-deliver-true-holistic-advice-and-get-paid\/\">How Financial Advisors Can Leverage Self Directed IRAs to Deliver True Holistic Advice And Get Paid<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/how-delivering-services-beyond-financial-advice-can-help-you-grow-and-retain-your-client-base\/\">How Delivering Services Beyond Financial Advice Can Help You Grow and Retain Your Client Base<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/new-account-aggregation-approaches-are-creating-fantastic-opportunities-for-financial-advisors\/\">New Account Aggregation Approaches Are Creating Fantastic Opportunities For Financial Advisors<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/how-personalized-portfolios-powered-by-a-i-and-machine-learning-are-helping-advisors-attract-millennial-and-gen-z-investors\/\">How Personalized Portfolios Powered By A.I. and Machine Learning Are Helping Advisors Attract Millennial and Gen-Z Investors<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/understanding-the-economic-impacts-of-the-pandemic\/\">Understanding The Economic Impacts of The Pandemic<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/how-financial-advisors-can-use-behavioral-finance-to-grow-their-business-and-better-serve-their-clients\/\">How Financial Advisors Can Use Behavioral Finance To Grow Their Business And Better Serve Their Clients<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/how-to-drive-high-quality-investment-returns-by-aligning-client-values-and-esg-investing-strategies\/\">How To Drive High Quality Investment Returns By Aligning Client Values And ESG Investing Strategies<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/your-financial-advisory-business-is-undervalued-heres-why-and-how-to-fix-it\/\">Your Financial Advisory Business Is Undervalued &#8211; Here&#8217;s Why! And How To Fix It<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/the-20-trillion-opportunity-in-wealth-management-the-rise-of-women-as-the-primary-controllers-of-wealth\/\">The $20 Trillion Opportunity in Wealth Management &#8211; The Rise of Women as The Primary Controllers of Wealth.<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/how-artificial-intelligence-has-uncovered-new-investing-signals-and-how-you-and-your-clients-can-take-advantage-of-them\/\">How Artificial Intelligence Has Uncovered New Investing Signals &#8211; And How You and Your Clients Can Take Advantage Of Them<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/how-to-build-a-flexible-wealth-management-business-that-supports-your-lifestyle-and-unlocks-growth\/\">How To Build a Flexible Wealth Management Business That Supports Your Lifestyle and Unlocks Growth<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/buying-or-selling-a-wealth-management-business-you-have-more-options-than-you-may-think\/\">Buying or Selling a Wealth Management Business: You Have More Options Than You May Think<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/beyond-good-wealth-management-how-being-mission-driven-and-tech-forward-can-dramatically-grow-your-business\/\">&#8216;Beyond Good&#8217; Wealth Management: How Being Mission Driven and Tech Forward Can Dramatically Grow Your Business<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/wealth-management-through-the-pandemic-the-surprising-value-of-personal-advice\/\">Wealth Management Through the Pandemic: The Surprising Value of Personal Advice<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/the-good-robots-are-coming-how-ai-and-automation-are-helping-wealth-management-businesses-like-yours-today\/\">The (Good) Robots Are Coming! How AI and Automation Are Helping Wealth Management Businesses Like Yours Today<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/how-capital-gains-tax-rate-increase-may-affect-business-owners-including-financial-advisors\/\">How Capital Gains Tax Rate Increase May Affect Business Owners (Including Financial Advisors)<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/the-future-of-financial-advice-a-birds-eye-view-with-the-napfa-ceo\/\">The Future of Financial Advice: A bird&#8217;s eye view with the NAPFA CEO<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/how-financial-advisors-can-explain-cryptocurrency-and-blockchain-to-their-clients\/\">How Financial Advisors can Explain Cryptocurrency and Blockchain to their Clients<\/a><\/li>\n<\/ul><\/li>\n\t<li><strong class=\"wsp-category-title\">Category: <a href=\"https:\/\/www.blueleaf.com\/blog\/category\/product\/\">Product<\/a><\/strong>\n<ul class=\"wsp-posts-list\">\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/15-things-to-consider-when-shopping-for-account-aggregation\/\">15 Things to Consider When Shopping for Account Aggregation<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/a-data-problem-grew-this-advisors-aum-by-1-5m\/\">A \u201cData Problem\u201d Grew This Advisor&#8217;s AUM by $1.5M<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/blueleafs-integration-with-redtail\/\">Blueleaf&#8217;s Integration with Redtail<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/integration-with-moneyguidepro\/\">Integration With MoneyGuidePro!<\/a><\/li>\n<\/ul><\/li>\n\t<li><strong class=\"wsp-category-title\">Category: <a href=\"https:\/\/www.blueleaf.com\/blog\/category\/rebalancing\/\">Rebalancing<\/a><\/strong>\n<ul class=\"wsp-posts-list\">\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/5-ways-rebalancing-software-should-be-creating-value-for-you-and-your-clients\/\">5 ways Rebalancing Software Should be Creating Value for You and Your Clients<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/the-one-rebalancing-trick-that-creates-real-client-value-could-expand-your-business\/\">The One Rebalancing Trick That Creates Real Client Value &#038; Could Expand Your Business<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/the-future-of-rebalancing-rebalance-in-the-blink-of-an-eye-click-of-a-button\/\">The Future of Rebalancing: Rebalance in the Blink of An Eye, Click of a Button<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/why-rebalancing-still-sucks-10-years-into-the-robo-advisor-revolution\/\">Why Rebalancing Still Sucks 10 Years into the Robo-Advisor Revolution<\/a><\/li>\n<\/ul><\/li>\n\t<li><strong class=\"wsp-category-title\">Category: <a href=\"https:\/\/www.blueleaf.com\/blog\/category\/simpler-process\/\">Simpler Process<\/a><\/strong>\n<ul class=\"wsp-posts-list\">\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/banking-on-simplicity-why-blueleaf-is-everything-you-need-and-nothing-you-dont\/\">Banking on Simplicity: Why Blueleaf is Everything You Need And Nothing You Don&#8217;t<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/why-automation-is-critical-for-wealth-management\/\">Why Automation is Critical for Wealth Management<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/why-simplicity-is-the-key-to-weathering-the-wealth-management-storm\/\">Why Simplicity is the Key to Weathering the Wealth Management Storm<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/future-proofing-your-firm-with-strategic-simplicity\/\">Future-Proofing Your Firm with Strategic Simplicity<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/complexity-is-wealth-managements-favorite-and-most-costly-vice\/\">Complexity is Wealth Management\u2019s Favorite \u2014 and Most Costly \u2014 Vice<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/deciding-what-to-automate-is-as-simple-as-1-2-3\/\">Deciding what to automate is as simple as 1 2 3.<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/automate-your-daily-routines\/\">Automate Your Daily Routines<\/a><\/li>\n<\/ul><\/li>\n\t<li><strong class=\"wsp-category-title\">Category: <a href=\"https:\/\/www.blueleaf.com\/blog\/category\/technology\/\">Technology<\/a><\/strong>\n<\/li>\n\t<li><strong class=\"wsp-category-title\">Category: <a href=\"https:\/\/www.blueleaf.com\/blog\/category\/uncategorized\/\">Uncategorized<\/a><\/strong>\n<ul class=\"wsp-posts-list\">\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/your-compliance-excuses-are-buht\/\">Your compliance excuses are bu!!$h!t<\/a><\/li>\n\t\t<li class=\"wsp-post\"><a href=\"https:\/\/www.blueleaf.com\/blog\/the-trend-toward-the-personalization-of-investing-at-scale\/\">The Trend Toward The Personalization Of Investing At Scale<\/a><\/li>\n<\/ul><\/li>\n<\/ul>\n<h2 class=\"wsp-crb_partners-title\">Partners<\/h2>\n<ul class=\"wsp-crb_partners-list\">\n<li><a href=\"https:\/\/www.blueleaf.com\/partner\/income-lab\/\">Income Lab<\/a><\/li>\n<li><a href=\"https:\/\/www.blueleaf.com\/partner\/precise-fp\/\">Precise FP<\/a><\/li>\n<li><a href=\"https:\/\/www.blueleaf.com\/partner\/intelliflo-redblack\/\">intelliflo redblack<\/a><\/li>\n<li><a href=\"https:\/\/www.blueleaf.com\/partner\/rightcapital\/\">RightCapital<\/a><\/li>\n<li><a href=\"https:\/\/www.blueleaf.com\/partner\/instream\/\">inStream<\/a><\/li>\n<li><a href=\"https:\/\/www.blueleaf.com\/partner\/advizr-advizr\/\">Advizr Advizr<\/a><\/li>\n<li><a href=\"https:\/\/www.blueleaf.com\/partner\/redtail\/\">Redtail<\/a><\/li>\n<li><a href=\"https:\/\/www.blueleaf.com\/partner\/everfin\/\">EverFin<\/a><\/li>\n<li><a href=\"https:\/\/www.blueleaf.com\/partner\/pareto-platform\/\">Pareto Platform<\/a><\/li>\n<li><a href=\"https:\/\/www.blueleaf.com\/partner\/xlr8\/\">XLR8<\/a><\/li>\n<li><a href=\"https:\/\/www.blueleaf.com\/partner\/wealthbox\/\">Wealthbox<\/a><\/li>\n<li><a href=\"https:\/\/www.blueleaf.com\/partner\/grendel-online\/\">Grendel Online<\/a><\/li>\n<li><a href=\"https:\/\/www.blueleaf.com\/partner\/riskalyze\/\">Riskalyze<\/a><\/li>\n<li><a href=\"https:\/\/www.blueleaf.com\/partner\/kwanti\/\">Kwanti<\/a><\/li>\n<li><a href=\"https:\/\/www.blueleaf.com\/partner\/hiddenlevers\/\">HiddenLevers<\/a><\/li>\n<li><a href=\"https:\/\/www.blueleaf.com\/partner\/everysk\/\">Everysk<\/a><\/li>\n<li><a href=\"https:\/\/www.blueleaf.com\/partner\/advisoryworld\/\">AdvisoryWorld<\/a><\/li>\n<li><a href=\"https:\/\/www.blueleaf.com\/partner\/moneyguidepro\/\">MoneyGuidePro<\/a><\/li>\n<\/ul>\n<h2 class=\"wsp-crb_partner-categorys-title\">Partner Categories<\/h2>\n<ul class=\"wsp-crb_partner-categorys-list\">\n<li><a href=\"https:\/\/www.blueleaf.com\/blog\/partner-category\/analytics-reporting\/\">Analytics \/ Reporting<\/a><\/li>\n<li><a href=\"https:\/\/www.blueleaf.com\/blog\/partner-category\/crm\/\">CRM<\/a><\/li>\n<li><a href=\"https:\/\/www.blueleaf.com\/blog\/partner-category\/data-client-enagement\/\">Data &amp; Client Engagement<\/a><\/li>\n<li><a href=\"https:\/\/www.blueleaf.com\/blog\/partner-category\/financial-planning\/\">Financial Planning<\/a><\/li>\n<li><a href=\"https:\/\/www.blueleaf.com\/blog\/partner-category\/rebalancing\/\">Rebalancing<\/a><\/li>\n<\/ul>\n<h2 class=\"wsp-crb_pricing-categorys-title\">Pricing Categories<\/h2>\n<ul class=\"wsp-crb_pricing-categorys-list\">\n<li><a href=\"https:\/\/www.blueleaf.com\/blog\/partner-category\/annual\/\">Annual<\/a><\/li>\n<li><a href=\"https:\/\/www.blueleaf.com\/blog\/partner-category\/monthly\/\">Monthly<\/a><\/li>\n<\/ul>\n<\/div>\n","protected":false},"excerpt":{"rendered":"","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"open","template":"","meta":{"content-type":"","om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"_uf_show_specific_survey":0,"_uf_disable_surveys":false,"footnotes":""},"class_list":["post-3843","page","type-page","status-publish","hentry"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/pages\/3843","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/comments?post=3843"}],"version-history":[{"count":0,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/pages\/3843\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/media?parent=3843"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}