Blue Ripple Group

06/15/2026

Blue Ripple Group started with a conversation.

Our founder, Lisa Kember, was sitting across from her own financial advisor, someone she trusted, someone who was genuinely great at his job, when the topic of marketing came up.

He was struggling.

Not with his clients, or his craft. With marketing.

His firm expected him to bring in new leads. But between serving his existing clients, navigating compliance approvals for every piece of content, and trying to find the time and creativity to actually produce something worth posting, he was stuck.

Lisa listened. And then she thought: I can fix this.

That conversation became the foundation of Blue Ripple Group.

The more Lisa dug in, the clearer the picture became. Financial advisors were being let down by the marketing industry in two very specific ways.

First, generic agencies didn't understand the world advisors live in. They wanted to treat financial services like any other industry. But it isn't.

Second, advisors simply don't have time to market themselves. They're busy doing what they're really great at, and marketing kept falling to the bottom of the list. Not because they didn't care, because there weren't enough hours in the day.

Blue Ripple was built to solve both problems at once.

A team that already understands the industry, handles the ex*****on, works within compliance rather than around it, and gives advisors back the time they were losing to a task that was never really theirs to own in the first place.

If you're a financial advisor who recognizes yourself in that story, we'd love to talk.

06/10/2026

This is why we do what we do.

We work with financial advisors who are exceptional at what they do, but who've never had a real marketing partner in their corner.

A team who listens, works with consistency, communicates clearly, and gets the results their clients are looking for.

When a client tells us that's exactly what we delivered, it means everything.

If your marketing has felt like a solo act, we'd love to change that. What would it mean for your practice to finally have a team behind you?

06/08/2026

Posting three times a week and getting zero leads isn't a consistency problem. It's a strategy problem.

There's a version of "active on social" that feels productive but changes nothing.

It looks like this:

— Sharing a market update every Monday

— Reposting articles from Morningstar or the WSJ

— Wishing your network a Happy Thanksgiving

— Announcing that you passed your latest CE credits

— Posting a photo at a conference with "Great to connect with so many incredible people!"

None of that is wrong. But none of it is working for you either.

Being active means you showed up.

Being effective means someone who didn't know you on Monday is thinking about calling you by Friday.

Those are two completely different goals — and most advisors are optimizing for the first one while wondering why they're not getting the second.

Here's the difference in practice:

Active posts tell people what you did.

Effective posts show people what you know.

Active posts broadcast to your existing network.

Effective posts attract people who don't follow you yet.

Active posts get polite likes from colleagues.

Effective posts get DMs from strangers who say "this is exactly my situation."

Active posts keep you visible.

Effective posts make you the obvious choice.

The shift isn't complicated. Stop posting about your world and start posting about your client's world. Their fears, their questions, their misconceptions, their wins. When someone scrolls past your post and thinks "how did they know I was worried about exactly that" — that's effective.

Likes feel good. Leads are better.

Are you posting to feel active, or posting to be effective? Be honest.

06/03/2026

Out of the Blue, our monthly newsletter for financial advisors, is now on LinkedIn. And if you haven't subscribed yet, here's why you should.

Every month we send one email with three things:

— Practical marketing strategies written specifically for financial services, not adapted from advice meant for someone else's industry

— Our take on what's happening in the wealth management space and what it actually means for your practice

— An honest look at what's working for advisors right now, based on what we're seeing with our own clients

No repurposed content. No advice that doesn't apply to your world. Just one focused email a month from a team that works exclusively with financial advisors.

If that sounds like something your inbox has been missing, click here:

Our thought provoking bi-weekly email series to help you grow your AUM and explore creative ways to think outside the box when growing your advisor practice.

06/01/2026

You had 4 client meetings this week. You also had 20 pieces of content. You just didn't know it.

Most financial advisors think content creation means sitting down on a Sunday afternoon and trying to think of something smart to say.

It doesn't. Your best content is already happening — in your meeting room, on your calls, in your inbox.

Here's the exact framework we teach our clients to turn one meeting into a full week of content:

Monday — The question post

After your meeting, write down the one question your client asked that you'd bet 10 other people are googling right now. Post it as: "A client asked me this week: [question]. Here's what I told them." That's it. That's the post. It performs because it's real, it's timely, and it proves you're actually in the room with people who have real problems.

Tuesday — The myth-bust

What misconception did your client walk in with that you had to gently correct? That's a post. "Most people think [X]. The reality is [Y]." These get shared because people tag friends who believe the same wrong thing.

Wednesday — The carousel lesson

Take the core concept you explained in the meeting and turn it into a step-by-step carousel. If you drew it on a whiteboard, even better — that's your slide structure. Educational carousels get saved, and saves are the highest-value engagement signal on both LinkedIn and Instagram.

Thursday — The client win (with permission)

Not every meeting ends with a win, but when one does — share it. You don't need their name. "A client came to us three years ago convinced they couldn't retire before 65. This week they signed the paperwork to retire at 61." One sentence. Real outcome. Enormously powerful.

Friday — The hot take

What's the one thing you said in that meeting that surprised your client? The thing they pushed back on before they came around? That tension makes a great Friday opinion post. Write it as "an unpopular opinion" and end with a question. The comments will do the rest.

One meeting. Five posts. No Sunday afternoon brainstorm required.

Which of these are you going to try first?

05/29/2026

When a financial advisor signs on with Blue Ripple Group, the clock starts immediately. Here's what the first 72 hours look like, and why we built it this way.

Most agencies send a welcome email and schedule a kickoff call for two weeks out. We think that's too slow. Marketing momentum is fragile, and the worst thing we can do is let a new client sit in a holding pattern while their enthusiasm fades.

So here's our onboarding process:

Before we even meet

The moment a new client comes on board, they receive a welcome email that does three things: it tells them exactly what to expect, outlines the six things we'll cover together, and asks them to pull together a few pieces of information beforehand.

We also schedule two meetings within 48 to 72 hours of signing: the onboarding session and a separate setup meeting for logins and account connections. That window is intentional. It keeps the energy high and signals to the client from day one that we operate with urgency.

The onboarding meeting

This is where the real work begins. We start with a proper discovery — who you are, who you're going after, what you've tried, what's worked, and what hasn't. If you have an existing marketing plan, we want to see it. If you don't, that's fine too — that's part of what we're building.

Then we shift to strategy. We walk through what we're actually going to do together: how we'll nurture your existing clients and contacts, how we'll develop new marketing qualified leads, and how we'll pull those leads through a series of marketing activities until they're ready to become real sales conversations. Every tactic we discuss gets mapped back to that framework — so nothing feels random or disconnected.

One of the most valuable parts of this meeting happens on screen. We pull up the advisor's social accounts together, in real time, and look at them honestly. What's working. What isn't. Who's following them and whether those are the right people. Most advisors have never had someone sit down with them and do this — and it's usually eye-opening.

After the meeting

Within 48 hours, the client has a follow-up email, a calendar invite for their social accounts connection meeting, and a rollout schedule with clear tasks assigned. Their marketing isn't just planned — it's in motion.

That's the Blue Ripple onboarding process. Built for advisors who are tired of agencies that take weeks to get started and months to show results.

If you've ever wondered what it actually looks like to hand off your marketing to a team that treats it like it matters — this is it.

What's the one thing you wish you had in place in your marketing right now?

05/27/2026

Most financial advisors aren't bad at their jobs. They're just invisible online.

Here are 5 reasons why — and none of them are "you need to post more."

1. You're speaking to everyone, so you're reaching no one. "I help individuals and families achieve their financial goals" tells a scrolling stranger nothing. The advisors who break through online have a specific person in mind when they write — a pre-retiree, a business owner, a divorcee navigating finances for the first time. Specificity is what stops the scroll.

2. Your content is about products, not problems. Nobody wakes up excited about a Roth conversion or a bond ladder. They wake up worried about running out of money, taking care of aging parents, or leaving something for their kids. Lead with the fear or the dream. The product is just how you solve it.

3. You're waiting until you have something "important" to say. You talk to clients every week. They ask questions, share fears, celebrate wins. That's content. The advisor who posts "a client asked me this today and I thought it was worth sharing" gets 10x the engagement of a polished market commentary nobody asked for.

4. Your profile does the job of a business card, not a landing page. If someone lands on your LinkedIn after seeing your post and your headline says "CFP | Wealth Management | XYZ Advisors" — they're gone. Your profile should answer: who do I serve, what do I help them do, and why should they trust me? In the first three lines.

5. You disappear for weeks, then reappear with a market update. Consistency compounds. The algorithm rewards it. More importantly, your audience does too. You don't need to post every day — but you do need to show up often enough that when someone finally needs a financial advisor, your name is already in their head.

Which one hit closest to home? Drop it in the comments.