{"id":6994,"date":"2025-01-20T16:50:56","date_gmt":"2025-01-20T16:50:56","guid":{"rendered":"https:\/\/www.blueleaf.com\/blog\/the-blueleaf-advantage-keeping-value-top-of-mind\/"},"modified":"2025-01-20T16:50:58","modified_gmt":"2025-01-20T16:50:58","slug":"the-blueleaf-advantage-keeping-value-top-of-mind","status":"publish","type":"post","link":"https:\/\/www.blueleaf.com\/blog\/the-blueleaf-advantage-keeping-value-top-of-mind\/","title":{"rendered":"The Blueleaf Advantage: Keeping Value Top of Mind"},"content":{"rendered":"\n

The current competitive landscape is daunting. We\u2019ve been harping on the proliferation of digital platforms and other factors, and the resulting downward pressure on fees<\/a>. We also pointed out the solution for advisors is to differentiate by looking for new ways to demonstrate communicate value.<\/a> <\/p>\n\n\n\n

The bottom line is that advisors need to identify where they add value and focus on demonstrating and communicating throughout the client relationship. Here\u2019s the thing: most advisors are not set up to do this well. For one thing, it takes dedicated time and effort that goes above and beyond traditional daily tasks and client service. Without automation, a streamlined way to communicate, and a strategy for simplifying, most advisors miss the boat on communicating value to clients. Blueleaf offers advisors a way to communicate value efficiently and regularly, without all the heavy lifting.<\/p>\n\n\n\n

Blueleaf Inspires Creativity in Differentiation and Demonstration of Value<\/h3>\n\n\n\n

As far as demonstrating value is concerned, performance reports alone don\u2019t cut it anymore. Your clients want to understand the concrete ways you\u2019re helping them get closer to their financial goals. As we discussed before, wealth management services are mostly abstract, which makes it doubly hard to convey just what you\u2019re doing for your clients. Blueleaf helps you deliver tangible value to your clients \u2014 and communicate that value\u2026 automatically. <\/p>\n\n\n\n

The Value of Simplicity \u2014 <\/strong>Where many wealth managers\/firms go wrong is aiming to be \u201cgraded-by-weight\u201d by including as much as they can think of in their reporting to clients. They hope something will resonate but the truth is that most often nothing does because clients are  overwhelmed and confused with too much of the wrong information. Blueleaf helps advisors simplify the information they present to clients. Simplicity brings clarity. Clarity allows clients to see value.<\/p>\n\n\n\n

For example, each screen in Blueleaf\u2019s client portal answers a single one of your clients\u2019 most pressing questions. That focus allows clients to understand what\u2019s happening with their money and how they\u2019re doing at a glance. They can explore other financial questions just as easily. By delivering complex financial information in such a simple, focused, and branded design, clients associate clarity and simplicity with your service. A tangible value, demonstrated and communicated automatically.<\/p>\n\n\n\n

Automated Communication and \u201cAlways On\u201d Access<\/strong> \u2014<\/strong> Somewhere along the way, misconceptions like \u201cdon\u2019t talk to your clients about money unless they\u2019re sitting right in front of you\u201d and \u201cdon\u2019t do anything more often than once a year\u201d became hidden beliefs for many. Blueleaf, however, discovered that frequent, meaningful communication to clients about their money is the key to calm clients focused on the long-term<\/a>.<\/p>\n\n\n\n

Blueleaf helps advisors go beyond the box-checking behavior of simply delivering quarterly performance reporting. We take it up a notch with automated email updates and 24\/7 access to whatever is going on in their accounts. Nothing puts the mind at ease like easy access to important information.<\/p>\n\n\n\n

Holistic Financial Picture \u2014 <\/strong>\u201cTrust\u201d and \u201ctransparency\u201d are often the go-to descriptors for wealth management value propositions. Both are important, but they\u2019re just words without the actions that create the conditions for trust. Nothing builds trust over time and inspires clients to feel confident in your services as well as serving a client holistically.<\/p>\n\n\n\n

With Blueleaf, customers can connect outside assets, even for accounts that you\u2019re not currently managing. Not only does this enable you to provide them with a holistic financial picture that takes more than just the assets you manage into account, but it\u2019s a practice of trust and transparency between advisor and client. In many cases, it can even precipitate asset gathering and grow your business.<\/p>\n\n\n\n

Proactive Problem-Solving \u2014 <\/strong>Blueleaf\u2019s client portal allows advisors to see their clients\u2019 activities (e.g. \u201cSam Jones opened the weekly email 17 times in the last week\u201d). These valuable insights into your clients\u2019 mindset and journey through their finances are highly actionable. <\/p>\n\n\n\n

You can demonstrate value by proactively reaching out to address any problems or questions that client activity suggests that might be brewing. You can appear to almost read your clients mind, squashing concern before it grows into something else. Another tangible value for clients. <\/p>\n\n\n\n

Anxiety-Free Customer Experience<\/strong> \u2014 Blueleaf helps advisors get straight to the point. Advisors have exactly the information they need at their fingertips. There\u2019s no need to rifle through pages of extraneous charts and graphs to supplement client conversations, and you don\u2019t have to drag clients through every single number. You\u2019re free to focus on the big picture \u2014 and provide the information that counts directly to your clients. Clients can easily follow along without being distracted by extraneous detail. <\/p>\n\n\n\n

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Check out a blog post we wrote:<\/p>\n\n\n\n

Firm\u2019s New Path to Growth: Spotlighting Value<\/a><\/p>\n\n\n\n

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Read the post<\/a><\/div>\n<\/div>\n\n\n\n

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Blueleaf Communication Tools Keeps You Top of Mind With Clients<\/h3>\n\n\n\n

Blueleaf not only provides the insights needed to help you identify and demonstrate unique areas of value, but it also helps you communicate<\/em> how you are demonstrating value, too. Clients are hungry for clarity, and Blueleaf makes communication simple so you can focus on what you do best.<\/p>\n\n\n\n

Automated Email Updates<\/strong>: This is our most loved feature at Blueleaf. In addition to being a way advisors demonstrate value, it\u2019s also a way they can clearly communicate<\/em> that value, regularly and frequently. It\u2019s a unique tool that many of our advisors say their clients can\u2019t live without. <\/p>\n\n\n\n

Advisors love the way that small touchpoints add value in a way that quarterly or annual meetings just don\u2019t. They also love how the emails streamline and automate operations. If a client has a question and replies to the email update, their response goes directly to the advisor. Again, this facilitates proactive communication so that advisors can answer questions before they become serious issues.<\/p>\n\n\n\n

Client Portal<\/strong>: Blueleaf\u2019s client portal is the one-stop-shop for you and your clients. Your clients have 24\/7 access to the most important information about their accounts with you, available in an easy to digest format.<\/p>\n\n\n\n

Specifically, the portal answers their most pressing questions: 1) What do I have?, 2) How am I doing?, and 3) Am I OK. By clearly presenting information about the first two questions, it helps clients answer the third in an intuitive, organic way. <\/p>\n\n\n\n

Mobile App: <\/strong>Blueleaf\u2019s mobile app means access to information is just a few taps away for clients. Clients can keep a finger on the pulse of their money remotely, and self-service options mean clients can get answers anywhere, anytime \u2014 extending the portal service to mobile devices. Clients can quickly and conveniently see their balance overview, performance details, and holdings. Whether they want to see what\u2019s changed, garner insights into the performance of their portfolio, or see a breakdown of individual investments, they can do it all from the palm of their hands. <\/p>\n\n\n\n

The mobile app also facilitates live advisor\/client communication that Advisors can control. Clients can book time through the app\u2019s calendar feature, eliminating the need for back-and-forth when it comes to scheduling. The mobile app also caters to clients\u2019 communication preferences, giving them the option to choose whether they want to use email or text. <\/p>\n\n\n\n

The wealth management terrain will only get more challenging as technology and new competitive models continue to disrupt. Having a strategy for differentiation and demonstration of value is key. Blueleaf helps you execute that strategy, quickly and seamlessly, so you can focus on helping your clients reach their financial goals. Automation, insights, and communication tools enable our customers to figure out where they add value, find easier ways to demonstrate that value, and clearly communicate it all to clients.<\/p>\n\n\n\n

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The current competitive landscape is daunting. We\u2019ve been harping on the proliferation of digital platforms and other factors, and the resulting downward pressure on fees. We also pointed out the solution for advisors is to differentiate by looking for new ways to demonstrate communicate value. The bottom line is that advisors need to identify where…<\/p>\n","protected":false},"author":2,"featured_media":6995,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"content-type":"","om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"_uf_show_specific_survey":0,"_uf_disable_surveys":false,"footnotes":""},"categories":[28],"tags":[102,104],"class_list":["post-6994","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-communicating-with-clients","tag-communicating-value","tag-unique-value-proposition"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/posts\/6994","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/comments?post=6994"}],"version-history":[{"count":0,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/posts\/6994\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/media\/6995"}],"wp:attachment":[{"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/media?parent=6994"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/categories?post=6994"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/tags?post=6994"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}