How to Improve the Odds You Are Hired by New Clients

Two people sitting on park bench

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…

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Webinar Highlights: The Next Generation of Liquid Alts

Ship breaking through ice to form a new pathway

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…

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What Would You Say…You Do Here?

The Bobs from The Office Space movie

“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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If It’s Not Repeatable, It’s Not a System

Hands organizing post-it notes into a grid system

Anyone who knows me will not be surprised to hear that I read “Atomic Habits”…again. In 2018, James Clear wrote this remarkable book that has reportedly been purchased every 15 minutes since publication*. Additionally, his 3-2-1 Thursday newsletter is followed by more than 2 million people. Before I finish this blog, he will have sold…

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Are You Working IN Your Business Or ON Your Business?

Stressed Lego man at desk

When I talk to executives and business owners as part of my work with family offices, private equity firms, and boards, I often hear comments like this: “I want to grow my business, but I do not have the time to address [you name the issue].” The REAL issue is often that they are so…

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Systematizing the Referral Process For Financial Advisors

“Can I Borrow Your Car?” book cover

Remember that episode of “Seinfeld” where Uncle Leo gets Jerry’s father a last-minute appointment with a top notch back doctor? And when Jerry’s father accuses the office of stealing his wallet, Uncle Leo is mortified since he gave a personal recommendation and asked the back specialist for such a big favor. Although this scenario was…

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Leading With Gratitude

Napkin with writing saying “practice gratitude daily”

Recently I was skimming through minutes from a weekly Blueprint Investment Partners Leadership Team meeting and something made me stop and chuckle. Each person had shared some good news from their week, and one had offered that she and her husband managed to shop for AND assemble several pieces of IKEA furniture without any squabbling.…

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You Know Who’s Terrible in a Crisis? A Robot.

Robot with conversation bubble

Call me a luddite if you like, but few things annoy me as much as when I navigate to a new webpage and that, “How can I help you?” box pops up on the lower right. That chatbot entering uninvited always sends me on a frantic search for how to make it disappear as quickly…

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Is Planning Alpha Greater than Investment Alpha?

Overwhelmed financial advisor

How does that saying go? Something about how the more things change, the more they stay the same? Within financial advisory practices, this sentiment rings abundantly true in the area of portfolio construction/management. So much has changed in the past few years. For one, the pandemic altered how investors interact with their advisors. Potentially more…

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Who Needs a Financial Advisor When Markets Only Go Up?

Hand pulling electrical plug from wall socket

Like many others, I’m drawn to “comeback” stories. It’s no surprise, then, that the history of the world’s rarest and most ancient dog has stuck with me. For more than 50 years, the New Guinea highland wild dog was thought to be extinct. But in the 2010s, a few reported sightings led researchers to take…

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