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