How to demonstrate Blueleaf to prospective clients

We’ve got 3 ways to show a prospective client Blueleaf.

1) The most common is our client video series. Here is the link:​

2) You can set up your own “dummy client”. Here’s how:

a. Create a new client with a “dummy” name

b. Add some data to populate the system
        i. enter Manually-Entered Holdings, or
        ii. link some of your personal accounts ( most advisors just change the names of the accounts to protect privacy) 

3) Many of our fastest growing advisors actually invite prospects into the system before they are clients as part of their prospecting process. It really helps clients get to know you and your service approach. We’ve seen really great results from that.
Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us