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 Blueleaf Advisor and Wealthbox CRM integration helps make wealth management a breeze. Register here: bit.ly/3R0aQp9

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: bit.ly/418CaXa

Great article with some thought starters for advisors to save time with #AI tools: bit.ly/3sVWZIu

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 Leadership. #podcast #techpodcast #ux

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: bit.ly/3RfJT0P #financialadvisor #marketingtips

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: bit.ly/3RD2Hsc #fintechpodcast #podcast #fintech

2024 is right around the corner. FA Magazine compiled a fantastic article with marketing ideas for advisors to try in 2024. Give it a read: bit.ly/3GEhqNA #wealthmanagement #advisor #advisormarketing

From the entire team here at Blueleaf, we wish you a wonderful holiday season and a happy New Year!

"Get exclusive backstage access to Blueleaf and the Augmented Advisor! 🌟 Follow for behind-the-scenes content #finance #creator #2024 #backstagepass #exclusive"

Ok, I just did headshots with #sectaLabs - Mind blown. secta.ai/ref/7ox24v