Blueleaf Wealth reposted this
Simplifying Wealth Management for Advisors & Clients. 40M+ client interactions delivered. | Founder Blueleaf | Host of The Augmented Advisor 🎙️
“I don't have any business challenges”... This had to be a joke, right? On a customer call last week… I asked this advisor what core challenges his business had. “I don’t have any.” Really? What about all that market volatility a few weeks ago? “Well, I got a couple of referrals” Now, that’s the dream for most advisors. He continued… “Our clients get all our automated updates. (Powered by Blueleaf) So if they reach out, it’s usually to tell us something has changed and our email reminded them to talk to us. Or simply to refer us to a new client” The last thing he said… “You’ve given me the easiest 10 years I’ve had in the business. Thank you.” Wow. That is the power of our automated reporting and client communication. Even when the markets are unpredictable… Your clients are calm, and happy, and know you’re working hard for them. As a founder, I couldn’t ask for more. DM me or reach out to my team if you’d like to make your next 10 years your easiest. When was the last time you felt like your business had no big challenges? PS "The best way to serve your clients is to solve their problems before they even realize they have them." - Unknown