Blueleaf.com @blueleaf
Blueleaf is how you know your advisor loves you. Advisors, join us @blueleafadvisor! blueleaf.com Boston, MA Joined May 2010-
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How can advisors future proof their practice? Staying in front of the way clients and prospects interact with the world is critical. @johnprendergast, CEO of @blueleaf, joins us this episode with tactical approaches to upping your engagement game. hubs.ly/Q02hSfgV0
Influencers are a social growth technique. @razorsocial shares how to find the influencers in your niche. hubs.ly/H08b9YS0
Cyborg chess vs human chess can teach us a lot about the robo-advising future of #finance hubs.ly/H08b9Gh0 by @michaelkitces
What software are you running? @Investopedia shares the top 5 software #advisors use. hubs.ly/H08b9mh0
5 simple #advisor tips from one of the fastest rising stars in #advising hubs.ly/H08b9YZ0
Asking for more referrals doesn't work. @michaelkitces shares tips to improving your referrability index. hubs.ly/H08b9lm0
#advisor marketing doesn't require incredibly expensive consultants. @FAmagazine shares DIY #advisor marketing tips. hubs.ly/H085h290
FP Association shares how to integrate financial/ behavioral pysch & financial therapy into their planning process. hubs.ly/H085gb80
Young #advisors need to be bright, but also confident. @davegrant82 explains how to be a more confident planner. hubs.ly/H085gL10
#Advisor compensation models are changing, and your isn't? @Investopedia shares what models work & how to catch up. hubs.ly/H085fwb0
Mergers are not easy. @MichaelKitces shares how to compensate & split equity with new #advisor partners. hubs.ly/H085gqq0
Planning to market via storytelling? Add, don't tell, your story for it to actually drive #AUM growth hubs.ly/H085bxM0 @markwschaefer
Using an annual client service calendar? @MichaelKitces communicates value using this powerful system. hubs.ly/H0854m40 by
Have an aggressive client? @MarketWatch shares how this #advisor had a client get physical & lessons learned. hubs.ly/H08547B0
Niche or nest #advisor ? @TonyVidler examines which is best. hubs.ly/H085gQ30
3 actually actionable steps any #advisor can make now to turn their website into a #prospect magnet. hubs.ly/H08558q0
Looking to automate email marketing to grow #AUM ? Here, is your definitive guide to succeeding. hubs.ly/H080B_40 by @razorsocial
What does your office look like? @MichaelKitces shares best practices & the optimal design for an #advisor office. hubs.ly/H080vKr0
Seeking young clients? @finplan shares how to help clients begin saving in their 20s. hubs.ly/H080x0f0
Seeking growth from gurus? Be weary. @ThinkAdvisor identifies 6 ways business gurus can lead #advisors astray. hubs.ly/H080wmd0
Bill Winterberg, CFP�... @BillWinterberg
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Jude Boudreaux CFP® @HJudeBoudreaux
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MarciaDodd @6eHxho2iwLSiYFi
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LIVE WELLthy™ w/Daw... @dawndahlby
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Maria Emily @MariaEmily915
47 Followers 278 Following Hobby: listening to music reading traveling food hiking Original life treats everyone well!
Shabana Nathoo, CFP®... @shabana_nathoo
188 Followers 218 Following Certified Financial Planner(R) Certified Divorce Financial Analyst(R) Principal @NavigoWealth, CFP(R) program instructor: Retirement Planning @riceprofdev
AdvisorX2 @AdvisorX2_com
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Gregory Seldon @GSeldon
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hollycopter.eth @Hollycopter_333
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Keith Daly @KDaly_Talent
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Jenny From Blockchain... @LulaEDUcate
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Asset-Map @AssetMapLLC
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Sandy Pedersen @SandyPedersen15
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TERLOK Ltd @Terlokltd
176 Followers 841 Following Innovating Products to Boost Productivity with Immediate Positive Results! #HVAC #HVACRinnovations https://t.co/idBmvuMIoo
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SaaSJobs.in @saasjobsin
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Jason Henrichs @jasonhenrichs
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Standard Conferences ... @SCinAfrica
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345 Followers 3K Following BigStartups Global Network helps startups and members to connect,communicate and collaborate with the startup ecosystem. Logon to https://t.co/isLUxQIsBK today!
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FinancialAdvisors.com @FinanAdvisors
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Billy R Catherall @bcatherall
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eMoney Advisor @eMoneyAdvisor
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Blue Sky MLS, Inc. @BlueSkyMLS
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Advisor Authority @AdvisrAuthority
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Seth Johnson @sethredi2
54 Followers 90 Following CEO of Redi2 Technologies - the leading provider of hosted billing solutions for the financial services industry.
Jeanine Thurston 🏳... @fototails
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EarningsMarket @EarningsMarket
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Chris Lustrino @SimpleInnovativ
1K Followers 2K Following Founder/CEO of KingsCrowd on a mission to make #alt investing accessible to all! Investor in 30+ startups...#VC at KingsCrowd Capital
Mike Baxter @MikeBaxterBain
246 Followers 159 Following Leader of @BainInsights' Financial Services practice in the Americas
Danie Victor Alexandr... @AccidentcashCom
326 Followers 4K Following ACCIDENTS & PERSONAL INJURY VICTIMS, DIVORCE CUSTODY CRIMINAL DEFENSE. CONSULT NOW (863)800-5555. AUTHOR 500 LEGAL BOOKS AMAZON: “Danie Victor Books”.
MichaelKitces @MichaelKitces
95K Followers 460 Following One nerd’s perspective on the financial planning world… CFP, #LifelongLearner, Entrepreneur-In-Denial, Advisor #FinTech, & publisher of the Nerd’s Eye View blog
Bill Winterberg, CFP�... @BillWinterberg
23K Followers 10K Following You can find me over on LinkedIn and also on the 🦋 site
Carl Richards @behaviorgap
56K Followers 667 Following Pay attention to money and your relationship with it will change.
Jude Boudreaux CFP® @HJudeBoudreaux
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Timbuktu Capital Mgt @timbuktucapital
69 Followers 313 Following Registered Investment Advisory Company. Manages wealth/investments. Provides down to earth financial plans. Gives educations about financial markets.
Abboud Financial Plan... @Veritasabboud
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John Anderson, CFP @cypresswm
91 Followers 172 Following Husband, father and founder of Cypress Wealth Management
Continuum Advisory, L... @Continuum_Adv
16 Followers 85 Following Continuum provides independent financial advisors with a full menu of integrated wealth management solutions to accelerate growth and maximize firm value.
Bowers Insurance @BowersInsurance
418 Followers 2K Following Providing homeowners insurance, auto insurance, business insurance, contractors insurance, life insurance, surety bonds & employee benefits insurance in MD.
Greg Brown, CFP® @GregAdviser
226 Followers 197 Following Certified Financial Planner™ and founder of Pathway Financial. I help Ford employees untangle the complexity in their finances and make the most of their money.
Altior Capital @altior_capital
44 Followers 52 Following At Altior Capital our goal is to apply our insight, discipline, and experience to generate superior long-term returns for our clients.
Dyer Wealth Managemen... @DyerWealth
1 Followers 0 Following Providing Financial Planning, Investment Advice and Investment Management. All to help our clients manage their Wealth and Create Predictable Retirement Income.
Alpha Wealth Group @AlphaWealthGrp
33 Followers 0 Following Alpha Wealth Group is a comprehensive wealth management firm serving successful individuals, families, and business owners in the Chicago area.
RGISLLC @RGISLLC
77 Followers 207 Following #fiduciary Client first. Unbiased investment advice and planning. #letstalk
Overlook Park Wealth @OverlookPWealth
2 Followers 2 Following Leading financial stewards using a 3-step approach: Seek. Plan. Do.
SteveNetzel @NetzelFinancial
5 Followers 2 Following
Lance Roberts @LanceRoberts
104K Followers 1K Following Chief Strategist https://t.co/pIhX6wyW68, Host: RealInvestment Show, Editor https://t.co/wmWaTk1TpO, PM for https://t.co/lf8aFSFI6i Newsletter Signup: https://t.co/qxJrsTVRHR
HaydenRockFinancial @HaydenRockFinan
30 Followers 104 Following Financial services firm that helps clients transition to a life of long-term financial independence. Smart Planning. Better Living. #HaydenRockYourRetirement
Marc T. McLean, CFP®... @Marc_McLean
10 Followers 29 Following CERTIFIED FINANCIAL PLANNER™ professional, Financial Advisor & Investment Manager
Montini&Co Tax @MontiniTax
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Lifeworks Advisors @Lifeworks_RIA
88 Followers 8 Following We are an RIA and technology firm building the future of advice.
Just Jeff @QuesoVaries
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Arkenstone Financial @ArkfiAdvisors
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RubinWA @RubinWA
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Level 5 Financial @Level5Financial
17 Followers 20 Following A virtual financial planning, coaching, and registered investment advisor firm.
Park + Elm Investment... @PEAdvisers
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Insight Advisors @Insight_Advisor
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Mark Cawyer @markcawyer
119 Followers 438 Following Managing Principal of Navigo Wealth Management. Jesus, family, animals, capitalism, market and economic history, market bubbles/crashes, ACU, UT
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Kelly Olczak @kelly_olczak
27 Followers 90 Following Kelly is the co-Founder and Managing Partner of LynnLeigh & Company, a 100% Woman-Owned SEC registered investment firm.
Shabana Nathoo, CFP®... @shabana_nathoo
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Matthew V. Pixa, CFP�... @PortfolioGuide
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Bright Road Wealth @BrightRoadWM
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Navigo Wealth @NavigoWealth
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James Lee, CFP®, CRP... @leemanagement
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LIVE WELLthy™ w/Daw... @dawndahlby
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Brian Pinkston, CFA @bpinkston96
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US Youth Futsal @usyouthfutsal
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Sophie Schmitt @SophieLSchmitt
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243 Followers 233 Following The #1 obstacle for advisors considering independence is fear of the unknown. If you are one of them, the BreakAway Advisors Symposium is for you!










