![](\"https:\/\/lh6.googleusercontent.com\/JfS-WR2uiklwtILorDfD0PxQMUTpvjS0QunSNt223aoi4bU8CdB7_XtBYQ_j5aUIQxKeuG4jhgLHNS_xVwIqIWlGnn_gein2B_o42ftdBqmE-kquyJsRekZBiB6DRGK8G_C8URgc\")
<\/p>\n\n\n\nOur journey has just begun. The glimpse of the future that wealth managers were exposed to in 2020 was merely a taste of what we can expect in the years to come. We\u2019re living in a new normal, an unprecedented digital era. Is your firm equipped for that?<\/p>\n\n\n\n
The digital realm is very different from the conferences and classrooms financial advisors have become accustomed to. Prospecting is no longer face-to-face. Deals are not closed with a handshake. Growth cannot be achieved without online marketing.<\/p>\n\n\n\n
Clients still want financial services, but their needs have changed. Men and women around the world, shaken by a global pandemic, are looking for virtual engagement. The secret to seamless scalability in the digital world lies in the technology you use to interact with them.<\/p>\n\n\n\n
Advisor Jason Park, a long-time Blueleaf customer, didn’t just survive the pandemic. He thrived during 2020. He has been able to add advisors to his firm using Blueleaf as his central digital client engagement platform.<\/p>\n\n\n\n
\u201cWhen I first came into this business, I had this idea that people could only get comfortable with you through in-person meetings,\u201d Jason told us. \u201c2020 taught me that you can make friends online and clients like virtual better.\u201d <\/p>\n\n\n\n
How does Jason\u2019s firm scale? He leverages our weekly email and automated communication features to regularly engage with his clients. Other advisors saw how he was able to grow his practice and decided to jump on board. You can do this too.<\/p>\n\n\n\n
\u201cEven if you’re older and not savvy with technology, you\u2019ve been emailing for a long time,\u201d Jason says. \u201cWhen you do anything repetitively like that, you get better at it. If you\u2019re already emailing, you\u2019re virtual. Zoom meetings just take it to the next level.\u201d<\/p>\n\n\n\n
One of the biggest concerns for firms at the beginning of the move toward digital presentation was privacy. How do you protect client information when so much data about all your clients is displayed on your advisor dashboard? Our answer was developing a \u201cprivacy mode\u201d setting to preserve confidentiality.<\/p>\n\n\n\n
You don\u2019t have to worry about \u201cflashing\u201d clients with all of your internal information when you have Privacy Mode toggled to \u201con\u201d within the Blueleaf Portal.<\/em><\/p>\n\n\n\n Think about doing a virtual meeting with clients where you walk them through their accounts, performance, and holdings in Blueleaf. With privacy mode, you don\u2019t have to worry about exposing your entire Advisor Dashboard (see the image above) with the client. Instead, you simply toggle Privacy mode to \u201con\u201d, which places your clients in a \u201cwaiting room\u201d where they only see information you set while you pull you their account information in Blueleaf.<\/p>\n\n\n\n Place your clients in the waiting room, where you can choose and image and text that displays for your clients while you bring up their account information to present.<\/em><\/p>\n\n\n\n Blueleaf\u2019s secure document vault enables secure document sharing with notifications. Clients can upload necessary tax documents and even allow other parties, like their CPA, to view their accounts. Anytime a client uploads a document, advisors receive an alert so they can verify they have all the information they need in real time. Advisors can also upload files, including meeting notes or investment policy statements. It\u2019s seamless and secure, providing a cohesive experience for remote client service. <\/p>\n\n\n\n Check out a blog post we wrote:<\/p>\n\n\n\n![](\"https:\/\/lh3.googleusercontent.com\/B5M04Zl4bbe2Ajba647yBPHKFPBOTCGUNnDCfX-xDx9LvaqaeNZIB6Nnb2If9lCrtgCyvdMZTNhGo2A6Dr1HqSAK6Iu-lClqvoiJ-2-mTHfWtLQ6z1IY75sriDWEunvzQv1aWzqg\")
\n