Blueleaf, 711 Atlantic Avenue, Boston, MA (2026)

08/22/2024

"We were able to give her a brand new job

And this one actually adds value to our clients"

I heard that just last week from a customer who was less than 2 months into working with us.

They thought their support person was spending a few days a month on reporting.

And a few days a quarter on billing.

But as it turned out…

Almost half of their time was spent running a complex “market-leading” system.

They were a glorified internal support…

…helping other staff and advisors do things they couldn't figure out.

But after their 45-minute initial training with us, everyone could operate on their own.

And all that time doing billing and reporting for the firm...

Down to a few hours a month.

This isn’t a unique problem, we see it time and time again.

Advisors wanting to get back to serving clients…

But finding it impossible—because they have to fight their own business and technology.

And that’s one of the reasons I started Blueleaf.

To streamline your business so you can get back to helping clients.

You can learn more about Blueleaf by clicking the link on my profile.

But my question to you today…

What is the number 1 problem stopping you from getting back to helping clients?

08/15/2024

"I just want to help my clients but...

Running the business keeps getting in the way."

I was stunned.

I'd been on a series of calls with clients and I'd heard a lot of their challenges.

Sure, understanding advisor's problems is part of my job at Blueleaf.

But this was the first time I felt like I understood.

He was so clear and so raw…

You could feel his pain.

Then he said:

"That was how it was before. It's why we work with you. Blueleaf simplified so much of what we were doing that we are able to spend TONS more time helping clients now."

Wow. That felt so good to hear.

It's the reason I started Blueleaf.

To help advisors spend more time serving clients.

And less time on the horrible, time-consuming parts everyone hates.

There is no reason to wait.

Let's talk so we can help you get back to doing what you love.

08/01/2024

Sometimes your values cost you...

But they help someone else.

I've learned that the hard way.

The cost?

Our values at Blueleaf mean that:
→ We charge 30-50% less than our main competitors.
→ Despite having a beautiful product and a
→ Measurably better client experience.

It's not that we believe in being the least expensive.

But

At my company:
→ We believe that everyone deserves great financial advice.
→ We believe that means holistic advice
→ Including every account
→ No matter where it is.

So

→ If we charged customers for every account like competitors,
→ We would be incenting them to leave accounts out.
→ We'd be incenting narrow advice.

Instead, we put our money where our values are.

We charge per client household, no matter how many accounts.
↳ And since most clients have lots of accounts, it works out to be less.

We could raise our per-client price like our competitors did recently

But that would go against another of our values: fairness.

How have your values cost you?

At Blueleaf we deliver
More than we promise.
Every day.

Better Reporting.
Better Client Experience.
For 30-50% less than comparable solutions.

Learn more by talking to us.

07/26/2024

When was the last time a vendor surprised AND delighted you?

Mostly you're surprised in that "not so good" way.

We work hard every day to delight customers.

Deliver that extra thing they appreciate but didn't expect.

But don't believe us. listen to Tim.

At Blueleaf we deliver
More than we promise.
Every day.

Better Reporting.
Better Client Experience.
For 30-50% less than comparable solutions.

Oh, and the good kind of surprises.

Learn more by talking to us.
https://bit.ly/4bQS1hQ

07/24/2024

You hear "We partner with our customers" ... yeah right. Except...

When you hear customers say it, it's a completely different story.

We agree, so we'll let our customers say it for us.

At Blueleaf Wealth we deliver
More than we promise.
Every time.

Better Reporting.
Better Client Experience.
For 30-50% less than comparable solutions.

Oh, and demonstrably great support.

Learn more by talking to us.
https://bit.ly/4bQS1hQ

03/31/2024

Even on holidays, our advisors deliver value to clients.

No need to guess, clients tell them. 😍

→ The stuff most advisors dream about.
→ They get selfies and thank you's.
→ And their dashboard shows it. 📈

Their clients are:
↳ Informed,
↳ Empowered
↳ Happy.

→ Our advisors are controlling
→ Their clients' narratives. 📖
→ Not the media. 🎬

→ Whether the market is up or down.
→ Or the weather is good or bad.
→ Or their advisor is on vacation.

It happens, automatically. ⚙

→ Lots of companies tell you
→ They have a great client experience.
→ We can prove it and we do every day.

Talk to us and we'll show you how. 🙂

Just DM us "engage" and we'll reach out.

How did you engage your clients today?

______

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03/29/2024

You'll stay disappointed in others, without this one Mgt skill

Entrepreneurs, Advisors, Side hustlers (works for all)

You delegated a task to an employee, a contractor, a partner

→ And for
→ The 100th time
→ You're disappointed.

You had to get involved, take over, or have them do it again.

→ Sometimes you
→ Even do it
→ Yourself.

WTF? Why can't I find someone reliable?

→ But maybe,
→ Just maybe
→ It's you.

Stay with me now. It's not JUST you. But you have a roll to play.

→ And you've got way
→ More influence
→ Then you think.

But only if you develop this one, key management skill.

→ It comes from
→ Andy Grove
→ Of Intel.

This transformed my leadership and the 100s I've coached.

→ You must adapt your style
→ Of management based on your
→ Colleague's Task-Relevant-Maturity(TRM).

Stay with me even if think you know this.

→ Basically, it means we should
→ Adjust our approach based on how
→ Experienced someone is at THE TASK.

NOT how experienced the PERSON is.

→ So someone with 2 years experience
→ Who has done something
→ 100 times.

Is more mature than:
↳ Someone with 20 years experience
↳ Who has done something
↳ 10 times.

The above is worth repeating to yourself because in practice it can feel weird.

I think of TRM level as:
↳ How close is someone to being able to do something
↳ On their own, with no guidance, flawlessly
↳ Even with a little ambiguity.

So your management approach has to flex to match a person's TRM level.

This means:
↳ High TRM level = Delegate as usual
↳ Med TRM level = Hands-on check-ins early/often
↳ Low TRM level = You are teaching/mentoring

If you learn to do this you will
↳ Reduce disappointment
↳ Develop your team
↳ Win more.

Have you ever tried managing based on TRM? How'd it go?
______

♻️ Save and repost if this helped or inspired
🔔 Follow me, for more

Or if you're a wealth manager,
Find out how Blueleaf Wealth can help your practice.
→ Client Experience
→ Reporting, Billing & Rebalancing
→ Practice Management
→ Account Aggregation

03/28/2024

Imagine clients are panic-resistant and always follow your advice.

Nice huh? I just spoke with THAT advisor (simple lesson).

→ BEFORE that I talked with another
→ Advisor who was our prospect.
→ What a contrast.

→ He talked about working hard to get
→ Clients consistently follow his advice especially
→ When the media puts out some bogus story on missing out.

But THAT advisor (on Blueleaf) who I spoke to. Different story:
→ No rush of worried calls or NEW ideas.
→ Just solid client connection.
→ And calm ex*****on.

Her clients execute their plans. Why?

She keeps things simple:
↳ Planning meetings, monthly newsletter,
↳ Annual reviews, Quarterly reports,
↳ Birthday cards etc.

In that way, she is like "most advisors".

But she also messages clients 1-2 times per week.
Much "more" than most advisors.
But her job is "easier."

She sends simple messages:
↳ "I just reviewed your plan, keep going."
↳ "Here's how your money has changed
↳ it's very different than the market."

Email works for her, but any channel could work.

Her clients get:
1. Where they stand
2. How they are doing
3. And their money ≠ the market

The simple lesson is:
→ With just a bit "more"
→ Frequent personalized
→ Messaging she shifted their focus

→ Away from media-driven fears
→ And goofy distractions that
→ Happen every day.

She's made her clients ride smoother. You can too.

→ Follow her playbook
→ And your clients will
→ Say "Thank you"

What "extra" are you doing to see clients follow your advice?
______

♻️ Save and repost if this helped or inspired
🔔 Follow me, John Prendergast for more

Or if you're a wealth manager,
Find out how Blueleaf Wealth can help your practice.
→ Client Experience
→ Reporting, Billing & Rebalancing
→ Practice Management
→ Account Aggregation

Connect here: https://lnkd.in/eRBmJG6q

03/27/2024

7 things no one tells you about keeping clients engaged:

My best tips from hundreds of calls with advisors

(1) The Panic-Free Portfolio
↳ Clients don't panic when they know their portfolio is stable.

(2) Automation Isn’t Impersonal
↳ Used right, it strengthens client relationships.

(3) Frequent Updates, Less Fear
↳ Keeping clients updated makes them media resistant.

(4) The Human Touch
↳ Simple, direct messages make clients feel important.

(5) Education Reduces Alarm
↳ Teaching clients about the market cuts down on worried calls.

(6) Stories Matter
↳ Co-creating clients' financial narratives deepens relationships.

(7) Your Confidence, Their Calm
↳ Your confidence spreads; it keeps clients steady.

PS Mastering these makes you the advisor everyone trusts.

My favorite is number 3.

What is your favorite or what would you add?

______

♻️ Save and repost if this helped or inspired
🔔 Follow me, John Prendergast for more

Or if you're a wealth manager,
Find out how Blueleaf Wealth can help your practice.
→ Client Experience
→ Reporting, Billing & Rebalancing
→ Practice Management
→ Account Aggregation

Connect here: https://lnkd.in/eRBmJG6q

03/26/2024

Sometimes competitors do you a favor and don't realize

In this case free research (and a twist)

No one loves competition but sometimes active competition can help you.

→ In this case, a competitor did
→ Research and announced it
→ At an industry conference

With the president of the Financial Planning Association (FPA), James Lee, CFP®, CRPC®, AIF®.

Their research showed
That client portals improve
Client trust, motivation & loyalty.

That president said his business and his own clients have benefitted immensely.

Their research helped us even more:
↳ You see for a client portal it's
↳ Good if "power users" get
↳ 40% of clients active.

But the President of the FPA is doing a little better.
↳ His engagement system shows
↳ that every month between
↳ 70-90% of clients active.

We know that because (here is that twist):
↳ It's just that he is OUR customer
↳ At Blueleaf Wealth
↳ For 10+ years.

And that is a typical result for our customers.

→ So our competitor's own research,
→ And the testimonial they got, help us to
→ Point out our own competitive advantage.

So what is the difference between a portal and an engagement system?

A portal is passive:
↳ An engagement system actively reaches out to clients.

A portal is a single channel:
↳ An engagement system weaves together mobile, web, and messaging.

If you could engage your whole client base every month how much better would your practice be?

If you're a wealth manager,
Find out how Blueleaf can help your practice.
→ Client Experience
→ Reporting, Billing & Rebalancing
→ Practice Management
→ Account Aggregation

Connect here: https://lnkd.in/eRBmJG6q

03/25/2024

Why we don’t raise prices even when competitors do.

Neither should you (3 pt. strategy for any biz)

→ It's been in the news
→ Recently that a number of
→ Our competitors have raised prices. A lot.

We haven't raised prices since 2014. It's a strategy.

→ That is a decade of holding the line.
→ And we have added significant
→ Functionality since then.

This strategy is based on a simple philosophy. We believe:
↳ The only reason your
↳ Cost should go up is
↳ You get more value.

Here is our 3-point approach that delights customers and grows revenue.

Steal this:
1. Pricing should reflect value delivery
↳ Use more products, pay more

2. You grow, we grow
↳ You add clients (not accounts) to the system, pay more

3. Existing Customers are rewarded
↳ No price increases on existing customers, ever.

→ We still have customers paying us
→ At the same rates as in 2014
→ And we're proud of that.

How do you adjust prices over time?
______

♻️ Save and repost if this helped or inspired
🔔 Follow me, John Prendergast for more

Or if you're a wealth manager,
Find out how Blueleaf Wealth can help your practice.
→ Client Experience
→ Reporting, Billing & Rebalancing
→ Practice Management
→ Account Aggregation

Connect here: https://lnkd.in/eRBmJG6q

03/24/2024

Our advisors engaged their clients today.

No need to guess, clients tell them.

They get selfies and thank you's.

And their dashboard shows it.

Their clients are informed, empowered, and happy.

The advisor is controlling the narrative, not the media.

Whether the market is up or down.

Or the weather is good or bad.

Or their advisor is on vacation.

It happens, automatically.

Lot's of companies tell you they have a great client experience.

We can prove it and we do, every day.

Talk to us and we'll show you how.

Just DM us "engage" and we'll reach out.

Just like Jean Luc Picard ...

Blueleaf

08/22/2024

08/15/2024

08/01/2024

07/26/2024

07/24/2024

03/31/2024

03/29/2024

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