Communication 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…
Read MoreAre Only 7% of Financial Advisors Equipped for Portfolio Management?
A study published in October by Cerulli Associates, a Boston-based financial services research and consulting firm, found that only 7% of financial advisory practices were suited to do their own research and portfolio construction/management. Yet, according to the same study, 62% of advisors are in fact performing these functions on behalf of their clients. Of…
Read MoreLessons From a Shoe Dog
My co-founder and I started Blueprint Investment Partners years ago, propelled both by a renegade streak and the desire to help improve people’s lives. We wanted to create a business of our own and something better than was available in the marketplace. If successful, we also believed it would afford us the ability to have…
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