Download Guide: The Playbook for Top Financial Advisors

Download the Playbook

Users who have questions should contact Blueprint Investment Partners with any questions or concerns regarding this material. THE MATERIAL AVAILABLE BY SUBMITTING THIS FORM IS FOR FINANCIAL PROFESSIONAL USE ONLY AND NOT FOR DISTRIBUTION TO CURRENT OR POTENTIAL NON-QUALIFIED INVESTORS.

About the Playbook

Companion Quiz:

Are You an Elite Advisor?

The Elite Advisor Playbook Overview

The Playbook shares an operational framework for top financial advisors by identifying four pillars to being an elite financial advisor:

Client service

Practice management

Wealth management

Business development

It also illustrates strategies and tactics that elite advisors demonstrate within each area.

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If you’d like to discuss the Playbook or how to implement its framework