We make advisors look good. Try our simple, scalable #ClientEngagement platform today. You'll grow faster & serve far more clients, automatically.
Boston, MA
Joined January 2011
- Tweets10K
- Following968
- Followers2.1K
- Likes565
Blueleaf Advisor retweeted
Advisors, now is your chance to see @blueleafadvisor + @Wealthbox demo enhancements to the integration live. Don't miss out! Sign up here 👉 tinyurl.com/bdfbdp5t
Blueleaf Advisor retweeted
Blueleaf Wins 2023 WealthManagement.com Industry Award for Aggregation-as-a-Service - goo.gl/alerts/cZYy7V #GoogleAlerts @blueleafadvisor #financialplanning #wealthmanagement
Blueleaf Advisor retweeted
Congratulations @BlueleafAdvisor, winner of the TECHNOLOGY PROVIDERS: Account Aggregation category of the 2023 Wealth Management Industry Awards! #Wealthies
Blueleaf Advisor retweeted
More coverage of our integration with @blueleafadvisor in @EchrisL's Wealthtech Roundup in @wealth_report. ⬇️
We're proud to partner with leading #fintech companies as we deliver easy to implement, proven digital solutions for advisors and institutions.
wealthsolutionsreport.com/20…
Blueleaf Advisor retweeted
More coverage of our FusionIQ One integration with @blueleafadvisor in @IBSIntelligence.
Great to see the excellent response to how FusionIQ is making it easy for financial advisors & institutions to be digital wealth leaders with our all-in-one platform.
ibsintelligence.com/ibsi-new…
Blueleaf Advisor retweeted
I am excited to announce our official integration with @FusionIQOne. This integration will empower advisors and firms with tools for seamless digital transformation and enhanced #ux for advisors and their clients.
Read more: prn.to/3NQUMV9 #fintechnews
Blueleaf Advisor retweeted
Thank you @justinlmack for highlighting our FusionIQ One integration with @blueleafadvisor in your @finplan Wealthtech Weekly #fintech news.
financial-planning.com/list/…
Blueleaf Advisor retweeted
We're excited to announce FusionIQ One's integration with @blueleafadvisor, leveraging their automated reporting and communications tools which enable financial advisors to customize, schedule and deliver reporting with ease in our white-label environment.
fusioniq.io/news_releases/fu…
Blueleaf Advisor retweeted
The latest in Financial #AdvisorTech (July 2023) features latest announcements & discussion of trends:
- @blueleafadvisor launches “aggregation-as-a-service”
- @NitrogenWealth launches insights dashboard
- @getvanilla pivots to tech for ‘estate advisors’
bit.ly/3XxgoKI
Blueleaf Advisor retweeted
In our digitally connected age, engagement rate, assisted by technology, is the critical metric for #advisors success says @blueleafadvisor advisorperspectives.com/arti…
Blueleaf Advisor retweeted
Blueleaf Appoints WealthTech Leader Tim Minert EVP of Business Development ffnews.com/newsarticle/indus… #fintech #advisors #WealthManagement @blueleafadvisor
Blueleaf Advisor retweeted
I'm super excited to welcome @timminerttech to @blueleafadvisor as Executive Vice President> Welcome aboard my friend!
prnewswire.com/news-releases…
Blueleaf Advisor retweeted
I may have gone a little overboard with the new Studio setup for @blueleaf and the Augmented Advisor Video Podcast but I think the upgrade in video & audio quality will be worth it. The tests we’ve been doing have been awesome. Can’t wait to show all our customers & followers.
Blueleaf Advisor retweeted
Bring your tech together with a click of a button using our integration with @blueleafadvisor.
#retirementincome #retirementplanning #fintech #financialplanning #finance #advisortech
Blueleaf Advisor retweeted
In this Q&A @SkipSchweiss, CEO of Sierra Investment Management, sees significant reason for optimism about the independent RIA industry’s future, but there are also major emerging obstacles that must be tackled with urgency.
thinkadvisor.com/2023/01/26/…
Blueleaf Advisor retweeted
.@MichaelKitces provides 8 tips for advisors to provide planning services more efficiently — while increasing their income in the process.
thinkadvisor.com/2023/01/24/…
Blueleaf Advisor retweeted
Can Time Blocking Make Advisors Happier And More Efficient? kitces.com/blog/time-block-w… @MeghaanL #Advicers #Wellbeing #TimeBlocking #Research
Blueleaf Advisor retweeted
The rant at the end needed a sketch!
There...much better 👇
This is just what you need to stop waiting and get started.
We love this clip from Ep, 24 featuring Carl Richards, creator of @BehaviorGap, as we kick off 2023. It's ok to be bad at something when you start, just keep practicing!
bit.ly/3CN8yUf
#motivationmonday
Blueleaf Advisor retweeted
On a @MichaelKitces podcast, wealth advisor Lisa Brown discusses how to build credibility and grow your career.
thinkadvisor.com/2023/01/12/…
Blueleaf Advisor retweeted
@eMoneyAdvisor outlines the impact of tech on the 6 steps of planning. Great insights (requires email address). @blueleafadvisor would add it isn't this linear anymore. The modern advisor needs to be agile & iterative. . Great recap on @SourceMediaCo pages.marketing.financial-pl…