Mike Carlone, Blueprint Investment Partners National Sales Director
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Mike Carlone

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80%+ of Beneficiaries Want to Fire You. Here’s How to Prevent It.

80%+ of Beneficiaries Want to Fire You. Here’s How to Prevent It.

You’re probably familiar with the American TV game show “Family Feud,” where families compete against each other to guess the most popular answers to random survey questions. While the show is generally lighthearted, if the following question were put to the contestants, we suspect most financial advisors would find the answer jarring:

Name something next-generation high-net-worth clients do within two years of their inheritance: Top answer, Switch financial advisors (81). – World Wealth Report 2025 from Capgemini

While this may seem like an industry crisis, it also presents an opportunity for forward-thinking advisory practices, individual financial advisors who are eager to try a new model, and financial services partners capable of providing scalable practice management solutions.

80%+ of Beneficiaries Want to Fire You. Here’s How to Prevent It.

Category: Advisor Practice Management
Man being pushed to the door

80%+ of Beneficiaries Want to Fire You. Here’s How to Prevent It.

Quarterback handing off football to running back

Offense Also Wins Championships

Trend following generally emphasizes defense, but a robust systematic investing strategy can also play offense.
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Hand holding a holiday sweater ornament

Predictions: The Ugly Sweater Of Financial Markets

In the financial markets, the equivalent to the ugly sweater party is the making of market predictions for the year ahead. Sure, it’s fun, they’re cute, and they grab attention. But ultimately, they are useless and thus a waste of time.
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Mallet hitting egg

Managing the Self-Destructive Behavior Of Clients

Financial advisors must manage client assets and client expectations. The latter can be the most difficult, but trend following can help.
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