The Science of Scale for Financial Advisors
What is the most expensive input that financial advisors must have to run a successful practice? We think it’s time, the most precious (and limited) commodity, as well as the great equalizer. A great book that has been recently sweeping through the team at Blueprint Investment Partners may also be helpful for financial advisors.
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.
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.
