Are you Running Your Advisory Practice…Or Is it Running You?
If your firm is growing but it feels harder than it should, you’re not imagining things. According to Schwab’s 2025 Benchmarking Study, many advisory firms are operating at or near capacity. Even though 78% of firms added staff in 2024, talent remains one of the top constraints, and service models are being strained. That pressure…
Read More80%+ of Beneficiaries Want to Fire You. Here’s How to Prevent It.
You’re probably familiar with the American TV game show “Family Feud,” where families compete against each other to guess the most popular answers to random survey questions. There are many clips on YouTube that highlight guesses that are hilarious, dumb, and unexpectedly correct. While the show is generally lighthearted, if the following question were put…
Read MoreSolutions for the Coming Financial Advisor Shortage
Imagine a world where clients outnumber financial advisors by such a wide margin that investors struggle to find guidance when they need it most. That world isn’t decades away — it’s unfolding right now. A recent McKinsey article highlights this growing challenge in wealth management: a looming shortage of financial advisors at the very moment…
Read MorePredictions: The Ugly Sweater Of Financial Markets
The months of November, December, and January are chock full of traditions. Family dinners, presents, tree-cutting journeys, ugly sweater parties, and matching pajamas (don’t ask) are all emblematic of this time of year. In the financial markets, the equivalent to the ugly sweater party is the making of market predictions for the year ahead. Sure,…
Read MoreThe Secret Ingredient To Managing Taxes
People seem to love to shorten language into acronyms. FAANG, CAGR, EPS – and now we even have DOGE! – need I say more? When it comes to designing portfolio management systems, we think plenty of asset managers and financial advisors think of the acronym as RRE, whereas we believe it has to be RRET:…
Read MoreManaging the Self-Destructive Behavior Of Clients
Let’s face it, as a financial advisor, managing client assets is not usually the hardest part. Rather, the bigger challenge can be managing client expectations. I think this data from Natixis Investment Managers starkly illustrates the point about expectations: When asked in 2023, investors said they expect their investments to earn 12.8% above inflation over the…
Read MoreWebinar Highlights: Building An Elite Culture For Your Wealth Practice
Many people within financial services like to think this industry is unique. Like on a faraway island, you-just-could-not-possibly-understand-us kind of unique. In my opinion, thinking like this helps explain why we see so much insular recruiting of talent, bespoke tech stack building, and overly complex investment models. While there certainly are unique attributes about our…
Read MoreHow to Improve the Odds You Are Hired by New Clients
Plenty of quantitative measures support the oft-cited analogy between a financial advisor and a football quarterback. Football players view the quarterback as a leader on the field and in the locker room while investors look to their advisor for guidance and reassurance throughout the year. Quarterbacks call a play that fits the situation on the field…
Read MoreWebinar Highlights: The Next Generation of Liquid Alts
As the head of Blueprint Investment Partners, I had a unique opportunity to moderate a virtual panel discussion with three of the biggest names in the liquid alternatives space last month: Bob Elliott, Corey Hoffstein, and Jerry Parker. I was energized by what I saw and heard, as well as inspired to share some video…
Read MoreWhat Would You Say…You Do Here?
“So, what do you do?” “I’m a financial advisor.” (Not true.) “Oh, so you pick stocks?” “Yep!” (Also not true.) It’s funny how after many years in this business my response to the question of, “What do you do?” has shifted. I used to attempt to explain that Blueprint Investment Partners supports financial advisors by…
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