How To Benchmark Your Financial Advisor Practice
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…
Read MoreThere’s No Wizard Behind the Curtain
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…
Read MoreDeath of a Wholesaler: The Future of Asset Management Marketing
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…
Read MoreThe Elite Advisor Playbook: A Response to McKinsey
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…
Read MoreThe Playbook For Top Financial Advisors
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…
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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