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…

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…

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…

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…

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…

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…

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…

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…