{"id":7307,"date":"2025-01-20T17:16:49","date_gmt":"2025-01-20T17:16:49","guid":{"rendered":"https:\/\/www.blueleaf.com\/blog\/sometimes-clients-throw-you-a-bone-and-dont-realize-it\/"},"modified":"2025-01-20T17:16:55","modified_gmt":"2025-01-20T17:16:55","slug":"sometimes-clients-throw-you-a-bone-and-dont-realize-it","status":"publish","type":"post","link":"https:\/\/www.blueleaf.com\/blog\/sometimes-clients-throw-you-a-bone-and-dont-realize-it\/","title":{"rendered":"Sometimes Clients Throw You A Bone and Don&#8217;t Realize It"},"content":{"rendered":"\n<p>Sometimes clients throw you bone and don&#8217;t realize it<\/p>\n\n\n\n<p>In this case free research (and a twist)<\/p>\n\n\n\n<p>No one loves competition but sometimes active competition can help you.<\/p>\n\n\n\n<p>\u2192 In this case, a competitor did<br>\u2192 Research and announced it<br>\u2192 At an industry conference<\/p>\n\n\n\n<p>With the president of the Financial Planning Association (FPA), James Lee, CFP\u00ae, CRPC\u00ae, AIF\u00ae.<\/p>\n\n\n\n<p>Their research showed<br>That client portals improve<br>Client trust, motivation &amp; loyalty.<\/p>\n\n\n\n<p>The FPA president said his business and his own clients have benefitted immensely.<\/p>\n\n\n\n<p>Their research helped us even more:<br>\u21b3 It showed that for a client portal, it&#8217;s<br>\u21b3 Good if &#8220;power users&#8221; get<br>\u21b3 40% of clients active.<\/p>\n\n\n\n<p>But the President of the FPA is doing a little better.<br>\u21b3 His engagement system shows<br>\u21b3 that every month between<br>\u21b3 70-90% of clients active.<\/p>\n\n\n\n<p>We know that because (here is that twist):<br>\u21b3 It&#8217;s just that he is OUR customer<br>\u21b3 At Blueleaf Wealth<br>\u21b3 For 10+ years.<\/p>\n\n\n\n<p>And that is a typical result for our customers.<\/p>\n\n\n\n<p>\u2192 So our competitor&#8217;s own research,<br>\u2192 And the testimonial they got, help us to<br>\u2192 Point out our own competitive advantage.<\/p>\n\n\n\n<p>So what is the difference between a portal and an engagement system?<\/p>\n\n\n\n<p>A portal is passive:<br>\u21b3 An engagement system actively reaches out to clients.<\/p>\n\n\n\n<p>A portal is a single channel:<br>\u21b3 An engagement system weaves together mobile, web, and messaging.<\/p>\n\n\n\n<p>If you could engage your whole client base every month how much better would your practice be?<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/www.blueleaf.com\/wp-content\/uploads\/2025\/01\/jlee.png\"><img decoding=\"async\" src=\"https:\/\/www.blueleaf.com\/wp-content\/uploads\/2025\/01\/jlee-576x1024.png\" alt=\"\" class=\"wp-image-6333\"\/><\/a><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>Sometimes clients throw you bone and don&#8217;t realize it In this case free research (and a twist) No one loves competition but sometimes active competition can help you. \u2192 In this case, a competitor did\u2192 Research and announced it\u2192 At an industry conference With the president of the Financial Planning Association (FPA), James Lee, CFP\u00ae,&#8230;<\/p>\n","protected":false},"author":2,"featured_media":7309,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","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":""},"categories":[140],"tags":[51],"class_list":["post-7307","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-media","tag-financial-advisor"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/posts\/7307","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/comments?post=7307"}],"version-history":[{"count":0,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/posts\/7307\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/media\/7309"}],"wp:attachment":[{"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/media?parent=7307"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/categories?post=7307"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/tags?post=7307"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}