Asset management is what we do — and this is How We Think.

Webinar Highlights: Building An Elite Culture For Your Wealth Practice

Webinar 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 industry, too much “we are different” thinking carries risk. We risk missing out on hiring great people, finding lower-cost solutions to our businesses’ product and service needs, and remaining approachable to the masses.

I was reminded of how our businesses can benefit when we are open to ideas and people from outside our industry when Blueprint Investment Partners hosted a webinar with Eric Downing last month. Downing has more than 35 years of leadership and development experience in both military and corporate roles – and I believe his philosophy about building an elite performance culture readily applies to a wealth practice.

Webinar Highlights: Building An Elite Culture For Your Wealth Practice

By: Jon Robinson
Category: Advisor Practice Management
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Webinar Highlights: Building An Elite Culture For Your Wealth Practice

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Trend Following: Weed Control for Portfolios

Trend following can be a natural weed killer for portfolios. While weeding isn’t always the most fun activity, it’s generally helpful to weed early – and often.
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Radical Transparency is Good for Business

Radical transparency is something that 10 years ago was uncommon in financial services but today seems to be accepted as good for business – regardless of whether you’re an asset manager or a financial advisor.
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Inflation Autopsy Report

Back in 2021, as inflation rates broke out from their long-term range, we discussed a study by the Man Institute about strategies for inflationary times. Now that prices appear to be stabilizing, we can look back and as, “How did these assets do?”

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