Jon Robinson, Blueprint Investment Partners CEO & Co-Founder
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The Science of Scale for Financial Advisors

The Science of Scale for Financial Advisors

What is the most expensive input that financial advisors must have to run a successful practice? Perhaps obtaining an education degree or professional certification? Perhaps office space?

While both of examples above are important, I would argue they pale in comparison to another input much more valuable for financial advisors who want to get the most out of their practice: time.

Time is the most precious (and limited) commodity, as well as the great equalizer. One of the biggest challenges for advisors in optimizing their time is how to scale this inherently finite resource. A great book that has been recently sweeping through the team at Blueprint Investment Partners may also be helpful for financial advisors.

The Science of Scale for Financial Advisors

Category: Advisor Practice Management
Russian dolls on a blanket

The Science of Scale for Financial Advisors

Dizzy trees

Are you Running Your Advisory Practice…Or Is it Running You?

If your firm is growing but it feels harder than it should, you’re not imagining things. According to Schwab’s 2025 Benchmarking Study, many advisory firms are operating at or near capacity. But here’s the encouraging part: top firms in our industry — the ones still growing fast — aren’t muscling through. They’re making different choices. They’re saying no to complexity and yes to focus.
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Empty shelves at grocery store

Solutions for the Coming Financial Advisor Shortage

Financial advisors can unlock productivity – without losing the human touch their clients desire – with technology and partners that enable scalability.
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What 200+ Years of Data Teaches About Market Concentration

Market concentration is normal and cyclical, though leadership in the market changes over time. The Magnificent Seven of today might not be the leaders of tomorrow, but trend following is designed to adapt, allowing for a natural rotation into new market frontrunners.
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