![\"Blueleaf](\"https:\/\/www.blueleaf.com\/wp-content\/uploads\/2025\/01\/blueleaf-aum-growth1.jpg\")
<\/a><\/p>\nHe logged into Blueleaf<\/a> and notices\u00a0one of his clients\u2019 accounts had doubled<\/strong>.<\/p>\n The Advisor sends a quick email to Blueleaf\u2019s service team.<\/p>\n \u201cDouble-counting of account today\u2026 Can you look into it?\u201d<\/p>\n He\u2019s left the office hoping they fix their numbers before the client notices the mistake in his online portal.<\/p>\n But the double value wasn\u2019t ever fixed. And that\u2019s the best part.<\/strong><\/p>\n Many financial advisors are investment managers. They manage investments accounts but nothing more.<\/p>\n The reason for this is that it used to be hard to get a complete picture of the clients\u2019 finances. 401ks, held-away accounts, insurance\u00a0and other asset categories were too hard to track.<\/p>\n Blueleaf now makes it easy to see all assets and liabilities for a client<\/strong>. Custodial, held-away, offline assets and liabilities all in one place so you can monitor, report and make decisions in context.<\/p>\n Let\u2019s go back to Thursday morning in NYC.<\/p>\n Turns out, the doubled account wasn\u2019t ever fixed because it wasn\u2019t wrong<\/strong>. It was simply an increase in AUM.<\/p>\n 5 words: Account aggregation plus client portal<\/a>.<\/strong><\/p>\n The client logged into his Blueleaf portal and added an additional $1.5 million to the platform<\/strong>. He did it without instruction and without being asked.<\/p>\n The client wanted to see a complete picture of his finances.\u00a0So one Thursday morning, he added more accounts to his portal. It’s easy for him to do. He doesn’t need the advisor involved.\u00a0<\/strong><\/p>\n Welcome to a new concept for financial advisors. Organic AUM growth through client self-service<\/strong>.<\/p>\n The fastest growing advisors on Blueleaf using the platform as a prospecting tool<\/a>. They get a full picture of the prospects assets and liabilities.<\/p>\n The first meeting becomes a discussion about how to solve the client\u2019s challenges, not discovery. Moving fast to value add advice can result in very high closing rates<\/a>.<\/p>\n Understanding your client\u2019s full financial picture allows you to be a better advisor. It also means no surprise account additions.<\/p>\n Your clients’ will thank you<\/strong> for their weekly emails updates and their easy-to-use client portal.<\/p>\nThe bigger issue.<\/h3>\n
A lot has changed.<\/h3>\n
Back to the story.<\/h3>\n
How can unexpected AUM growth happen?<\/h3>\n
Here\u2019s what happened.<\/h3>\n
One quick piece of advice.<\/strong><\/h3>\n
Do Asset Discovery early.<\/h3>\n
Not a Blueleaf user?<\/h2>\n