Blueprint Hosting Marketing Webinar For Financial Advisors
March 1, 2021
Blueprint Investment Partners, an asset manager and pioneer in the creation of systematic, process-driven, and transparent investment strategies for financial advisors, will host a marketing webinar for financial advisors Thursday, March 25 at 1 p.m. ET. “Marketing as a Financial Advisor in 2021” will be presented Ryan Stark and Corey Keating, who both offer consulting and outsourced marketing services for advisors, and moderated by Blueprint CEO and Co-Founder Jon Robinson.
“Financial advisors who attend this live event will leave with a notepad full of actionable steps to improve their outreach to clients and prospects,” says Robinson. “Ryan and Corey are no-nonsense financial services marketers with a reputation for guiding financial advisors toward the antithesis of a back-office canned marketing program. They’ll be sharing strategies, plans, activities, and ideas that can be implemented immediately.”
Following the live event, a replay will be available.
As a former LPL advisor, Stark will bring firsthand experience about the challenges of marketing an advisory practice. His experience is complemented by Keating’s more than 10 years in financial services marketing.
“Blueprint is committed to being an uncommonly great partner to advisors,” adds Robinson. “We’re excited to offer this webinar, which we view as an extension of that commitment.”
About Blueprint Investment Partners
Blueprint Investment Partners is an asset manager and pioneer in the creation of systematic, process-driven, and transparent investment strategies for financial advisors and institutions. The firm was founded on a management philosophy honed by its co-founders during the 2008 financial crisis. Blueprint applies a rules-based approach to both asset class and time diversification, instilling discipline and removing human bias during emotionally charged market environments. The firm offers and sub-advises a suite of distinct global investment portfolios that are distinguished by their risk tolerance or ESG objectives, with the models delivered as separately managed account strategies and a mutual fund.