The Elite Advisor Playbook
Download the PlaybookUsers who have questions should contact Blueprint Investment Partners by email or at 800-245-7339 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.
This paper details how elite financial advisors:
- Focus on client service above all else, working with their clients to establish clear goals and a plan to achieve them
- Implement scalable and repeatable practice management systems to ensure operational excellence
- Outsource investment management in order to spend more time growing their practices and serving their existing clients
- Stay in business development mode constantly