CEO @Blueleaf | Host The Augmented Advisor Show | All about creators and communicators in Wealth Management
Learn more about my work via my Linktr ee link
I've always loved this MLK quote. Today it has me thinking about the impact one human can have by serving others ... and the way it comes back to us ...
"Get exclusive backstage access to Blueleaf and the Augmented Advisor! π Follow for behind-the-scenes content #finance#creator #2024 #backstagepass#exclusive"
If you want to start promoting your firm with video but aren't sure where to start, listen to this episode with Dawn Dahlby. She shares some superb advice.
Episode here: https://t.co/rUlKYVuudv
#fintechpodcast#podcast#fintech
Looking to boost your financial advisor marketing game? This comprehensive guide from @smartasset has all the tips you need to stand out in a crowded field: https://t.co/rHQBg5fj8z
#financialadvisor#marketingtips
When designing a client experience, intentionality is the best place to start. What do you want them to feel?
This clip is from a great conversation I had on The Augmented Advisor a few months ago with @asset_map.
#podcast#techpodcast#ux
It's not always easy but when you're building something new, it's so important to muster the courage to be wrong.
H. Adam Holt and I shared our thoughts in this episode: https://t.co/ip7jlsftMJ
Blueleaf experts Tim and Rebecca will join Wealthbox product specialist Jenna Ghibaudy for a live webinar on December 7th. The webinar will share how the @blueleafadvisor and @Wealthbox integration helps make wealth management a breeze.
Register here: https://t.co/qJycRidvpu