Setting up your Free Blueleaf Trial …

Hi Jon,

My name is John Prendergast and I’m excited that you’re interested in beginning our free trial.

To get you going, I’ll need you to briefly speak with one of our Blueleaf coaches. Their job is to get you set up and make sure you have a great Blueleaf experience.

We need to have a quick call because we’ll need some information from you to get you up and running. You just need to pick a time that works for you in our scheduling system by clicking below:

Schedule your Trial Setup with a Blueleaf Coach, here:

Or just reply to this email and let me know when you’re free.

In the meantime, if you haven’t seen our demo videos, here is a link to get them.

It’s a great series of 2-3 minute videos that will walk you though the main features of Blueleaf.

Let us know if you have any questions.

Talk soon,

John Prendergast

I wanted to make sure your Blueleaf trial request is being handled …

Hi Jon,

I’m the founder of Blueleaf and I noticed you requested a trial.

I wanted to make sure it was clear how to schedule a time to set that up.

Let me know if you have any questions. We can chat by email or phone, whichever you prefer.

I hope all is well.

Best regards,
John Prendergast

Your request to trial Blueleaf [Blueleaf Resources] …

HiJon,

There are just so many cool features to Blueleaf that I can’t possibly get them all into one email. Here’s one you’ll really like though. Your clients, through our client portal (the best of it’s kind in our industry), can add held-away accounts from over 10,000 different institutions.

That’s right. Your clients can put in their 401-K account and you can charge a management fee for it. How many clients do you have and how much do you think you could increase your business by if you do this for all of them? Let’s talk some more about this and other features Blueleaf has to offer.

To book some extended discussion time with me, please select a day and time on my calendar, which you can see here. Or, you can just call me.

Best regards,
Justin Shepard

Reaching out to setup the Blueleaf Trial you requested?

Hi Jon,

Please allow me to offer my sincerest apologies if you already know this (or have already registered for it), but I emailed you the other day and forgot to put this out there. Blueleaf offers a thirty-day free trial to give you the opportunity to try our application before making any decisions about it. Want to give it a try and see what the rest of the industry has been talking about? I’m available to discuss it further if you have some time.

To book some extended discussion time with me, please select a day and time on my calendar, which you can see here. Or, you can just call me.

Best regards,
Kevin Flynn

What time works for you? Setting up your trial …

Hi Jon,

I hope all is well. At Blueleaf, we create a lot of content to help advisors build their businesses. Here are a few articles that other advisors have told me were helpful in building a better advisory business:

• How To Introduce New Technology to Clients
• The Silent Advisor Killer
• Want a Breakthrough Strategy for Advisors? It’s Simple

Also, I know my team hasn’t connected with you to set up the trial you asked about. We’d love to get you going on that. You can call us directly or schedule a spot in our calendaring system for this week.

Just let us know what times work best for you and we’ll do the rest. As alway, contact me if you have any questions.

Best,
John Prendergast

Re: Your request to trial Blueleaf Advisor …

Hi Jon,

There are just so many cool features to Blueleaf that I can’t possibly get them all into one email. Here’s one you’ll really like though. Your clients, through our client portal (the best of it’s kind in our industry), can add held-away accounts from over 10,000 different institutions.

That’s right. Your clients can put in their 401-K account and you can charge a management fee for it. How many clients do you have and how much do you think you could increase your business by if you do this for all of them? Let’s talk some more about this and other features Blueleaf has to offer.

To book some extended discussion time with me, please select a day and time on my calendar, which you can see here. Or, you can just call me.

Best regards,
Justin Shepard