• Financial planning
• Investment management
• Any other aspect of money

BUT he has a huge audience and business because he crushes you on communication with his vast number of clients. In simple terms, he communicates and delivers value EVERYDAY.

Meanwhile, your client communication includes:

• Sending monthly newsletters
• Delivering four reports per year
• Having a meeting or two

You communicate 20 times per YEAR.

HOLD ON. No one is saying you need to connect everyday, but you know that more would be better. So what’s holding you back? Time? No, you can automate. The real reason you don’t communicate more is because underneath it all you’re worried. You don’t want to “bother them”.

But what that really means is that you’re afraid that what you say isn’t valuable enough. But you know your favorite services send messages to you everyday and you use and love them more for it.

When you communicate more with your clients you get:

1. Better implementation
2. More referrals
3. A happier you

If you’re stuck on how, these ideas can help:

1. Repurpose content
   If you’re a creator on LinkedIn, repurpose for clients.
   
2. Give simpler updates
   Create simple weekly or monthly updates on clients’ money rather than a giant report.
   
3. Send activity updates
   What small thing did you do that you can report on? Check a plan or review something.

Be as creative as you are in your marketing by educating, inspiring, and entertaining. Up the frequency and focus on what your audience needs to hear and they will love you for it.

What are you doing to communicate with your clients more?

The post Dave Ramsey Is Better Than You But … first appeared on Blueleaf.

Most of your content probably shouldn’t be video.

But it’s a power tool used the right way …

See our video stats have been meh.

I took a hard look at what we were doing.
Our content should be better.
But better, how?

Based on researching skilled creators.
I noticed 3 things great videos do.
But I wasn’t doing any.

I share them in the video.

What do you think are the best uses for video marketing?

The post Does Video Actually Work? first appeared on Blueleaf.

Financial advisors are owed more …

Until recently, industry podcasts didn’t impress me.
Some nailed the content but lacked in production.
Or they weren’t in video form, which I sometimes prefer.

You deserve:
– Stellar content.
– Amazing guests.
– Supreme production quality.

I want the standards of the best podcasts in the world.
I want something you’ve not seen before.
And I want a topic that’s often overlooked.

And I hope we delivered just that.

The first episode will drop this Thursday, Feb 15.
With a CFP who has 45 millions video views
And tons of leads.

Re-introducing:
The Augmented Advisor Video Podcast.

We dive into using media to boost your practice.
Featuring advisors who’ve reached millions.
All in 4k.

With crystal-clear sound,
Multiple camera shots,
and live demos.

It’s about expanding your reach.
Whether that’s to 100 or 1,000,000 folks.
Learn from those who’ve been there. And who are thriving.

Remember,

It’s not just about reaching more people.
It’s about reaching the right ones.
And making a real difference.

Because at the end of the day,

It’s all about making an impact.

The post You Deserved Better first appeared on Blueleaf.

I have a problem with “Advice Engagement”

But it’s probably not what you think …

The problem is
Our perspective limits us
When we talk about advice engagement.

It ensures we miss the bigger picture.

How have you tried to engage clients more?

The post The Problem with Advice Engagment first appeared on Blueleaf.

Want to elevate your client convos to TED talk level

Learning this key certainly surprised me …

Ever wonder why some TED Talks go viral and others don’t?

Neither did I.

But I do want to get better on video,
And when I speak live.
So I did the research.

What I learned surprised me.

All TED speakers are:
a. Charismatic
b. Polished
c. Smart

But the most popular have a curious feature in common.

Vanessa Van Edwards’ team studied thousands of hours of TED Talks

They looked at everything
– Body language
– Vocal variety
– Outfit choices

The result?

The most popular TED Talkers used an average of
465 hand gestures in 18 minutes,
2x the least popular ones.

Hand Gestures ️ punctuate concepts

Our brain gives them 12.5 times more weight than our WORDS

Surprised?

The most engaging speakers you know,
Likely use their hands a lot while talking,
Underlining their points with physical, & visual cues.

This dual communication makes their message more captivating and memorable.

How can this help your client communication?

Hand gestures will make you
↳More effective
↳More engaging
↳More memorable

How do you do it?
1. Think about gestures as part of your presentations – plan them in.
2. Plan gestures for key moments in client conversations
3. Reframe your webcam to include hands in the shot

So, next time you’re giving a presentation or even having a conversation, remember to “talk” with your hands too.

How is your setup for video calls, hands or no hands?

The post Want to Elevate your Client Convos to TED talk Level first appeared on Blueleaf.

I heard this and it stopped me in my tracks.

To me, it’s every advisor’s secret fear.

I recently had a conversation with a friend about his advisor who said

And what he said got me to pause.

It made me wonder how we show up in our clients’ lives.
Do they get what they need from us.
If not, where do they get it?

I think there’s a silver lining

I think you can fix it.

How are you communicating with your clients?

The post Every Advisor’s Biggest Fear first appeared on Blueleaf.

As a founder I got a little choked up…

A customer put their grandchild in our gear!
This picture speaks volumes.
It’s a mix of …

Pride, joy, and a hint of
“Are we baby fashion icons now?”

Huge thanks to our customers who are really our community.
You make the work we do for advisors so meaningful.

The post Winning the Internet first appeared on Blueleaf.