Software you built your practice on just disappeared.

It wasn't the first time. It won't be the last.

Given all the changes in our industry in the last couple of weeks, a bunch of advisors have asked me to comment.

They’ve asked if we are we next. The answer, in short, is NO.

But this deserves a little fuller explanation and I think you should hear it from me.

So this week, I’m giving you the choice of a 2-minute video or audio or the post below.

Thanks so much for reading or listening.

The wealth tech graveyard keeps growing.

Morningstar Office shutting down.
Assetbook acquired.
Others hanging by a thread.

Each announcement sends 100's of firms scrambling.
Reports broken.
Client portals offline.
Years of data in limbo.

I've watched this cycle repeat for 15 years in wealth tech.

Since founding Blueleaf in 2010, I've turned down five acquisition offers.
Some thought I was crazy.
I thought I was protecting our advisors.

We built our company on a single mission:
Helping advisors create deeper client relationships.

We don't build anything that doesn't serve both you and your clients.

That's why our client engagement rates hit 70-90% while others struggle to break 15%.

That's why we support your clients directly - password resets, tech questions, aggregation issues.

We handle it all.

That's why you only pay for what you need, when you need it.
No bloated packages with features you'll never use.

But most importantly, we're independently owned and profitable.
We answer to advisors,
Not venture capitalists and
Not fickle corporate executives.

The wealth tech landscape will keep shifting.
More platforms will disappear overnight.
More advisors will be left scrambling.

But not OUR advisors.

The industry's changing fast, but our commitment isn't.

If you’re not already working with us, what's your contingency plan if your primary tech vendor disappeared tomorrow?

PS “𝗜𝘁 𝗶𝘀 𝗻𝗼𝘁 𝘁𝗵𝗲 𝘀𝘁𝗿𝗼𝗻𝗴𝗲𝘀𝘁 𝗼𝗳 𝘁𝗵𝗲 𝘀𝗽𝗲𝗰𝗶𝗲𝘀 𝘁𝗵𝗮𝘁 𝘀𝘂𝗿𝘃𝗶𝘃𝗲, 𝗻𝗼𝗿 𝘁𝗵𝗲 𝗺𝗼𝘀𝘁 𝗶𝗻𝘁𝗲𝗹𝗹𝗶𝗴𝗲𝗻𝘁, 𝗯𝘂𝘁 𝘁𝗵𝗲 𝗼𝗻𝗲 𝗺𝗼𝘀𝘁 𝗿𝗲𝘀𝗽𝗼𝗻𝘀𝗶𝘃𝗲 𝘁𝗼 𝗰𝗵𝗮𝗻𝗴𝗲.”
– Charles Darwin