Blueleaf Advisor

Revisiting an insightful episode from our Augmented Advisor podcast, with H. Adam Holt, CFP®, ChFC® of AssetMap. Adam is super insightful on client experience and lots more.

When building something innovative, you have to give yourself the space to be wrong! Listen to more in this podcast episode: bit.ly/418CaXa

Couldn't believe it when I got this. As a founder I got a little choked up. A customer put their grandchild in BL gear!

A riff on aggregation after #t32024 from a 30-veteran advisor. A simple takeaway. But the old guard may not like it.

4/How do you engage clients to get the love?

3/The result 1. Inbox filled w/ relevant messages 2. Value is top of mind, you engage 3. You love that service

1/Does Your Advisory Firm Have an Active Engagement Loop? Major media has been using this strategy for over a decade

#clientcommunication #clientengagement #clientsatisfaction

#ClientCommunication #MarketVolatility #TrustBuilding

Proactive communication during market volatility is essential. 👍

#clientcommunication #financialadvisors #RealTalk #Blueleaf #Podcast"

If you're a financial advisor and want to make your clients feel closer to you, this podcast is for you. Listen in to learn how being yourself is the best way to be awesome at building client relationships.

"Want to know a secret about winning clients' trust?" Hear it from Shelley Nadel in latest podcast episode. 🎙️