ESG Investing: How It’s Going in the Real World (Part 3)
You may have seen or heard about the, “how it started…how it’s going,” trend that’s been going around the internet lately. The concept is to show the passage of time in two images, often to highlight accomplishments and sometimes purely for comedic value — you’ll find examples of each in this post. In this blog,…
Read MoreESG Investing: On Par With Value, Growth, or Momentum? (Part 1)
“[B]ecause capital markets pull future risk forward, we will see changes in capital allocation more quickly than we see changes to the climate itself.” And just like that, Larry Fink, CEO of BlackRock, potentially changed everything. This quote is taken from his letter to CEOs in January, where Fink argues that climate change is the…
Read MoreOutsourcing Investment Management for Financial Advisors
In our 10+ years of observing both best-in-class and average advisors, we’ve noticed that at first glance the two are quite similar. They both clock long hours, are active in their communities, and have strong personal and professional networks. But, when you take a closer look, we think top financial advisors focus their time on…
Read MoreClient Service for Financial Advisors
At Blueprint Investment Partners, we understand that you, as a financial advisor, are under an immense amount of pressure to provide value to your clients and differentiate yourself from other advisors (including robots!). It is no easy task. As we stated in “The Elite Advisor Playbook,” we think the first step toward differentiating your firm…
Read MoreHow Financial Advisors Can Excel In the Area of Practice Management
Have you read something like the following roughly 1,237 times in the last few months? “Financial advisors are under immense pressure, particularly with the paradigm shift of 2020. They must provide value to their clients AND differentiate themselves from other advisors.” We too see plenty of pontification out there. Well-intentioned writers, podcasters, and vloggers are…
Read MoreThere’s No Wizard Behind the Curtain
Honestly, there’s not much of a curtain either. Sparked by our recent whitepaper, The Elite Advisor Playbook, we’ve been having conversations with financial advisors about how to adapt to the new environment (and I don’t just mean the one created by the Coronavirus). These discussions usually lead to agreement that advisors struggle to modernize their…
Read MoreThe Elite Advisor Playbook: A Response to McKinsey
The response to our recently published whitepaper, “The Elite Advisor Playbook,” has showed us how we can continue to help financial advisors who are seeking to deliver excellence in both asset and practice management. We knew there was an appetite for these ideas but must concede we underestimated the extent to which advisors are yearning…
Read MoreThe Playbook For Top Financial Advisors
The core client of Blueprint Investment Partners is an independent financial advisor. They tend to be planning-focused, tech-savvy, and very entrepreneurial. Many either started as an independent or broke away from a wirehouse. As we’ve served this client base over the years, Blueprint Investment Partners have developed institutional knowledge about the behaviors, tactics, and strategies…
Read MoreCommunication At A Distance
First, I sincerely hope this note finds everyone safe and healthy in your world. We are grateful to be here to serve our clients and friends. To paraphrase the line from the movie “Cool Hand Luke,” my Co-Founder Brandon Langley and I will not be accused of a “failure to communicate!” On the last trading…
Read MoreYour Clients Can’t Hear You!
Let’s begin with a bold statement: we suspect no financial advisor (or asset manager, for that matter) has ever been fired for over-communicating with their client. But according to a recent study, a lack of communication is perhaps the easiest way to get replaced. Even the best advisors sometimes forget this. A survey of individual…
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