That is what your clients experience most of the time.

You meet with them but then they focus on other things.

They are on your newsletter list but only open it sometimes.

You are connected to a few on social media but even fewer see your posts.

You worry they don’t really appreciate what you do for them but hope the work will “speak for itself”

The only thing that’s ever “worked” has been to talk 1:1 but you’re stretched thin and feel drowned out.

You have felt this way for years but it is getting worse.

There is a way to fill the silence, deliver more value to clients and be seen as the huge source of value you are.

Communicate more.

– More from you
– More from your team
– More from your company

Here are the 4 steps:
– Repurpose marketing
– Make your services “noisy”
– Automated, personal updates
– Continue your traditional processes

Want help? Talk to us.

How are you making sure your clients see and appreciate you?

The post Silence… first appeared on Blueleaf.

But you’ll be happier and they’ll be better off.

I spoke to an advisor the other day, looking at our platform.

He was talking about
A few concerned calls he
Got when the Dow dropped 500 points.

He spent a bunch of time talking those clients off a ledge.
Honestly, the recent stuff isn’t that big a deal.
But if happens a lot when markets are rough.

It was completely different than a call I had 20 minutes before.

→ For her, no panicked calls.
→ Just business as usual with
→ Some super client meetings.

She said she never gets panicked calls.

What is she doing that is so different?

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

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, looks good.”
↳ “Here’s how your money has changed
↳ it’s very different than the market.”

For her it’s email but it could be another channel.

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

By doing a little “more”

**She changed her clients narrative**

→ She neutralized the worry
→ The media creates.
→ Everyday.

You can too.

She smoothed out the rollercoaster.
After we finished talking
I drew it out.

Do this and
Your clients
Will ‘thank you’

The post Your clients need more from you first appeared on Blueleaf.

My 1st reaction was Bu$h!t, but what I found worried me…

I didn’t believe it.

So I researched.

I googled.
I ChatGPT’d.
I (age alert) Lexis-Nexus’d.

It’s true.

Pew research and even the NYPost agreed.
↳ I thought hell might freeze over
↳ But that’s another post.

Then I remembered what a financial advisor,
not yet our customer told me
earlier that day.

She was worried about clients not following her well-crafted plan

She said they always have wonderful, engaged sessions.

Then clients leave the office
And nothing happens or
Just some of the things.

And it clicked for me.

This is just another measure of how the media shapes the narrative and client behavior.

True in every field, but particularly in wealth management.

→ So your clients can’t hear you, not really.
→ Not once they leave your office.
→ But there’s a way through …

Create a counter-narrative

See when you fight a story with a fact

You lose.

But if you create a more credible story

You win.

How do you do it?

After about 40 million client interactions,
We’ve got a pretty good idea.

Frequent client messages
1. Small insights
2. Frequently delivered
3. Relevant and personal

→ Automate this.
→ Cut through the media noise.
→ Beat out the client Distraction | Doubt | Fear.

Engage more, engage wisely.
Be the story, not the fact.
Create happier clients.

Your client impact will skyrocket.

PS How do you ensure clients follow your advice?

The post Your Clients Spend 300+ Hours on Social Media first appeared on Blueleaf.

3 counterintuitive strategies for viral marketing for advisors

Bypass traditional advice (this video had 7 million views)

I always thought that
quality matters.
And it does.

Just not how I expected.

The topic doesn’t need to be exciting.
↳ This one is about a Tax deduction.

The production value can be crap.

Look at 17 and 35 seconds …
↳ That’s my issue.

Listen at 47-seconds …
↳ What do you hear in the background?

Look at 51 seconds …
↳ Where is the lighting coming from?

None of that mattered.

Manage your viral expectations …
↳ Listen to what Nate says at 68 seconds

Here are the keys:

1) Borrow (steal) from successful creators
→ Borrow – Find viral ideas and adapt them
→ Steal – Clip viral openings and spin off them

2) Focus on tapping emotion
→ Any emotion but watch out for anger
→ Curiosity + one other (FOMO, Jealousy, etc)

3) Focus on quality of message
→ Initial seconds, land a great hook
→ Open and close story gaps throughout

It comes down to storytelling.
Most of you are already good at it in one form.
Learn this form and share your message by using these tips.

Can you tell me what the sound is in the background?
It doesn’t count if your name is @nate hoskin or @nick-meyer

The post “Quality” Doesn’t Make A Video Viral 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 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.

Financial advisors, are you creating experiences or just delivering services?

It’s not a fluffy question and

In my recent conversation with David DeCelle on the Model FA podcast, we stumbled on a realization…

While financial advisors often excel in service models, David observed that most fall short in client experience models.

Reality check:
The service model
is just one piece of the client experience model

Your clients’ experience is their own
The system you use to shape it is your client experience model
If you have no system then all you have is a handful of touchpoints and the media

I don’t know about you but I don’t want clients’ experiences determined by chance or CNBC

Think through you clients’ journey
How do they experience the world?
How do they experience your services within it?

Now build a picture of what you want it to be
How will your communication break through the media noise
How will you ensure great client outcomes and guarantee clients see your value

Understanding the broader context of our clients’ journeys not only allows us to create meaningful connections and lasting impressions, but also helps us to better align with a client’s goals and aspirations with that human touch.

It’s time to bridge the gap between services and experiences.

How do you map out your clients’ experience? Let me know!

The post Financial Advisors, are you Creating Experiences or just Delivering Services? first appeared on Blueleaf.