Jon Robinson

Recent Posts

Elite Advisor Playbook: A Response to McKinsey

Posted by Jon Robinson on 6/18/20 2:05 PM

While advisor practice management has long been a part of our content cadence, the response to our recently published whitepaper, The Elite Advisor Playbook, has left no question as to how we can continue to help advisors seeking to deliver excellence both in asset and practice management. We knew there was an appetite for these ideas but must concede we underestimated the extent to which financial advisors are yearning for practical solutions.

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FA Magazine Interview: Redefining Prudent Investing

Posted by Jon Robinson on 5/14/20 12:37 PM

We are excited to share with our readers and friends a fantastic interview with Jon Robinson by Financial Advisor magazine featured columnist, Bill Hortz. In it, Jon and Bill discuss managing risk in a post-pandemic world, key questions advisors should be asking of their asset managers, and what represents prudent investing today. Blueprint's philosophy and story are also explored, providing valuable insight into how and why we do what we do. We are immensely grateful for the opportunity to have this discussion with Bill and hope that you enjoy reading it.

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Topics: Systematic Investing

Your Clients Can’t Hear You!

Posted by Jon Robinson on 2/6/20 11:46 AM

Let’s begin with a bold statement: no financial advisor (or asset manager for that matter) has ever been fired for over-communicating with their client. But according to a recent study, a lack of communication is perhaps the easiest way to get replaced. Even the best advisors sometimes forget this. A survey of individual investors reveals that 64% of clients with assets greater than $500K report being contacted “infrequently” or “very infrequently” by their advisor.  As we enter the eleventh year of the longest and best performing bull market in U.S. history, there has never been a better time for a proactive review of your client communication strategy.

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Topics: Advisor Practice Management

Lessons From a Shoe Dog

Posted by Jon Robinson on 11/7/19 10:04 AM

My partner and I started Blueprint years ago, propelled both by a renegade streak and the desire to help improve people’s lives. We wanted to create a business of our own and something better than was available in the marketplace.  If successful, we also believed it would afford us the ability to have families and provide for them. Perhaps it’s something that only the founder of a business will truly understand.

Excitement, fear, joy, anxiety, and back again, all before your morning coffee.

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Topics: Advisor Practice Management

What is the Value of Financial Advice?

Posted by Jon Robinson on 10/17/19 1:08 PM

“Nowadays people know the price of everything and the value of nothing.”

Lord Henry Wotton, A Portrait of Dorian Gray by Oscar Wilde


While Wilde’s masterpiece was published in 1890, there’s much about it that feels prescient today. This quote in particular calls into question the futility of yearning for the possession of material things. Sticking with the theme of 19th-century paragons, it was in 1899 that economist Thorstein Veblen coined the term “conspicuous consumption” in his most famous work, The Theory of the Leisure Class. Veblen’s concept can be illustrated by the desire to drive a luxury car rather than an economy car. Though both serve the exact same function, the former calls to attention the apparent affluence of the driver. Both Wilde and Veblen would likely agree that the price of this good exceeds its actual value.

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Topics: Advisor Practice Management, Behavioral Finance

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Forbes interview with Blueprint

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