Jon Robinson

Recent Posts

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

What Can Elite Financial Advisors Learn From Alibaba?

Posted by Jon Robinson on 8/8/19 11:07 AM

If you are like me, you probably spend a lot of time marveling at and studying the likes of Amazon, Google, and even Facebook. Each is only about 20 years old, yet they each occupy a spot in the world’s ten most valuable companies. Casting aside the varying forms of backlash they have experienced recently, there is much to admire about each firm’s growth and ubiquity.

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Topics: Advisor Practice Management

The Next Generation Wealth Manager

Posted by Jon Robinson on 7/25/19 9:44 AM

At Blueprint, we spend a lot of time articulating the ‘why’ behind our systematic, process-driven investment approach. Our communications with advisors frequently emphasize behavioral finance because we believe that having a transparent process and educating our partners about exactly what to expect leads to better investment outcomes for their clients. Today’s note focuses on another, equally emphasized subject of our writings: advisor practice management. Please read on.

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Topics: Advisor Practice Management, Transparency, Systematic Investing

Process vs Outcome

Posted by Jon Robinson on 6/20/19 11:23 AM

In 1931, the New York Times, celebrating its 80th birthday invited eight American innovators to predict what life would be like in 80 years. Among them, Dr. William Ogburn, a sociologist, predicted that "people will become more nervous and mental disorders will rise for a time, but by 2011 mental hygienists will probably have the upper hand.” W.J. Mayo, the founder of the Mayo Clinic, said that by 2011, the average life span, then only 54, would rise to 70 (it was 78). As we have written before, market predictions are generally useless even when correct. Why is there such a fascination with predictions to begin with?

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Topics: Behavioral Finance, Systematic Investing

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