Are you a top financial advisors? A new quiz helps you compare your practice to a standard in operational performance. The result? A better understanding of your areas of strength and opportunity in just a few minutes. We are all creatures of comparison, constantly looking to find meaning by contrasting one thing against another. And…

I’ll start off by saying that prior to joining Blueprint Investment Partners, I was nicknamed “MC Spammer.” Yeah, that’s right. It was funny…at first. In fact, I joined Blueprint Investment Partners because I knew there had to be a different way of engaging and partnering with financial advisors: no scripts, no “hard close,” just creating…