Flows Before Pros

Cell phone and computer being used to monitor GameStop stock

This is not another article about Reddit, robos, and Robinhood. Well actually, it a little bit is. But hear me out: We’ll be light on the pontification (you don’t need a 4,000th article on GameStop) but heavy on the conundrum financial advisors face and the trump card held by providers of financial advice. Adaptation or…

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‘CliffsNotes’ For Financial Advisors

Pile of books

A confession: Without CliffsNotes, I may not have made it through high school…or college. In fact, until just recently, I actually thought it was “CliffNotes” (no “s”) – but I digress. If you’re like me, these very valuable summaries are extremely helpful and efficient. With that in mind, I wanted to share three takeaways from…

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No Fluff. No Black Box. Just Actual Next Steps for Financial Advisors

Visual showing four elements that comprise elite advisor framework

You know those days, when you’re practically on autopilot as you delete, delete, delete your way through our inbox? Until it happens. A headline just grabs you. The sender is addressing a pain point you’ve been experiencing and, better yet, they’re offering practical guidance. Amazing! You click through to their website, somewhat-begrudgingly fill out the…

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Outsourcing Investment Management for Financial Advisors

Stock trading computer screens

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…

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Client Service for Financial Advisors

Advisor and client reviewing financial statements

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…

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How Financial Advisors Can Excel In the Area of Practice Management

Hand holding pencil

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…

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How To Benchmark Your Financial Advisor Practice

Running track with podium for first place, second place, and third place

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…

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There’s No Wizard Behind the Curtain

Wizard behind the curtain movie still image

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…

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Death of a Wholesaler: The Future of Asset Management Marketing

Still image of always be closing scene from the movie “Glengarry Glen Ross”

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…

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The Elite Advisor Playbook: A Response to McKinsey

Hand holding compass in the outdoors

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…

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