We call this the \u201cCNBC Effect\u201d \u2014 the idea that breaking news, ticker streams, and contradictory information flood in and overwhelm people at a steady cadence. <\/strong><\/p><\/blockquote>\n\n\n\n The onslaught of noise only leads to confusion and has the power to make any reasonable person edgy. <\/p>\n\n\n\n This aim to agitate is impactful and can have a negative effect on your business \u2014 and on your clients\u2019 long-term goals. Incomplete information makes us react incompletely, and our incomplete knowledge just adds to our stress.<\/p>\n\n\n\n Conventional wisdom would have us believe that more information only drives more fear. Most people and most advisors think that having more information about our money makes us uneasy. As a result of knowing \u201ctoo much\u201d, people become restless and make changes just to \u201cdo something\u201d in a counterproductive effort toward self-preservation. There is some truth here, especially in bumpy markets.<\/p>\n\n\n\n That said, it\u2019s important to acknowledge that information doesn\u2019t cause problems; rather, it\u2019s the high volume of fragmented data and irrelevant noise that drives us mad.<\/p>\n\n\n\n Advisors have rightly responded with the advice \u201cdon\u2019t listen to the noise.\u201d Unfortunately many also say, \u201cjust look at our annual or quarterly reports and ignore everything in between.\u201d While some may argue that infrequent contact with our long-term money is ideal in a perfect world, it ignores one key fact: we\u2019re human. Time passes and things happen between annual meetings and quarterly reports that create questions and give us pause. We live in a world where information fragments flow at a frightening rate and \u201cignoring it\u201d till the next scheduled pit stop on the information rationing highway just adds to our stress and makes us MORE likely to think irrationally.<\/p>\n\n\n\n To be fair, advisors haven\u2019t had tools to help their clients filter the noise and focus on what\u2019s important. Their comprehensive and often excellent reports involve lots of manual work to prepare (and sometimes to read and understand). So even quarterly reports are often more than many advisors can afford to do for their clients.<\/p>\n\n\n\n Enhance Your Client-Relationships with Blueleaf.<\/p>\n\n\n\n Get better reporting, billing & invoicing, trading and rebalancing, client engagement, business intelligence and financial data processing for wealth managers.<\/p>\n\n\n\n My friend Carl Richards<\/a> recently posted this sketch; I think it captures something critical to the work of financial advisors, and central to the reasons we founded Blueleaf.<\/p>\n\n\n\n Feeling peaceful when thinking about money shouldn’t be rare.<\/p>\n\n\n\n Carl wrote:<\/p>\n\n\n\n In my conversations about money, the most common desire people express is a simple desire for peace. We all just seem to want to get out from under the constant stress that so often comes whenever we talk or think about money. Money is insanely emotional because of what it often represents. When we talk about money we are talking about our closest-held dreams and goals.<\/p> …While it is often a rare event to be thinking about money while at the same time feeling peace, let’s all hope we can make decisions so that it happens more often.<\/p><\/blockquote>\n\n\n\n This sketch was shared courtesy of Nancy Robinson who is doing some really great things around financial literacy at fariseducation.com<\/a>.<\/em><\/p>\n\n\n\n At Blueleaf, we’ve learned something fascinating and to some, counterintuitive. When provided with clear, simple, consolidated information about your money on a regular basis, you feel better, calmer and more in control. That’s right:<\/p>\n\n\n\n But it has to be the right kind of information.<\/p>\n\n\n\n What is the \u201cright kind\u201d of information? It\u2019s the kind that cuts through the noise with client-centric value. It slices through media mayhem and delivers on clear communication that persuades clients to stay the course and follow your advice. Just how do you do that?<\/p>\n\n\n\n Stay tuned.<\/p>\n\n\n\n <\/p>\n\n\n\nUnderstanding the \u201cMore Information\u201d Fallacy<\/h2>\n\n\n\n
It Turns Out Ignoring or Shutting Out the Media Isn\u2019t Possible<\/h2>\n\n\n\n
\n\n\n\n![\"\"](\"https:\/\/www.blueleaf.com\/wp-content\/uploads\/2025\/01\/Laptop-Graphic.png\")
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\n\n\n\nCan You Help Your Clients Feel Peaceful About Their Money?<\/h2>\n\n\n\n
![\"Peace](\"https:\/\/www.blueleaf.com\/wp-content\/uploads\/2025\/01\/peace_money.jpeg\" "\\"Peace")
<\/a><\/figure><\/div>\n\n\n\nThe Evidence Says \u2018Yes, Feeling in Control is Possible\u2019<\/h2>\n\n\n\n
![\"\"](\"https:\/\/www.blueleaf.com\/wp-content\/uploads\/2025\/01\/Blueleaf-image-blog-1024x576.png\")
<\/a><\/figure>\n\n\n\nCheck out these related articles:<\/strong><\/h3>\n\n\n\n
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