Tag: advisor-practice-management

After the Bull Run?

Posted by Jon Robinson on 6/6/19 9:56 AM

In 2009, few could have imagined a 10-year bull market, the longest in U.S. history. To the delight of multitudes of investors (those who remained invested anyway), here we stand, giddy from experiencing record-high stock prices and record-low volatility.

But will it last?

Research shows that two-thirds of institutional investors believe the bull market in stocks will reach its end this year. Further, they expect the next financial crisis to come in one to five years, according to a Natixis survey.

The eternal question for financial advisors:

How do you instill discipline in clients when they face emotionally charged environments?

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Topics: Advisor Practice Management, Behavioral Finance, Systematic Investing

Emotional Intelligence - Introvert or Extrovert?

Posted by Tommy Mayes on 5/20/19 3:59 PM

Approximate Reading time: Three minutes and 30 seconds

Recently I was listening to an excellent podcast (link here) in which Michael Kitces was interviewing Manisha Thakor (founder of Money Zen) about building your own media brand in an authentic way. Yes, that is a buzzword-filled subject, but I was curious. For at least the first 30 minutes or so, they talked at length about being introverts, surprising given that they make their living speaking in front of people and both have huge relationship networks. This conversation spoke to me, as I am an introvert, so I thought I would share a few observations and recommend some followup reading. Enjoy.

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Topics: Advisor Practice Management

DO. YOUR. JOB.

Posted by Jon Robinson on 2/6/19 2:02 PM

Execution is everything

Do your job. This simple three-word phrase has served as the mantra for the New England Patriots and their long-time coach Bill Belichick during their incredible run since 2000. Being from North Carolina, I’m proudly a Panthers fan, but I have always respected and appreciated the ‘Patriot way.’ Six Super Bowl wins in nine appearances is a spectacular achievement, particularly in a sport theoretically geared to ensure parity and discourage dynasties.

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Topics: Advisor Practice Management

You Can Sleep When You Are Dead

Posted by Tommy Mayes on 12/13/18 10:17 AM

 

Now that I have your attention - who really thinks they get enough sleep? Many CEOs now indicate adequate rest is critical to their success! Who prioritizes rest over work or even exercise?  For years, I have been obsessed by my sleep, or lack thereof.  Recently my wife and I had the privilege and the pleasure of hanging out over cocktails in Laguna Beach with our new friend Dr. Michael Breus, Ph.D., known internationally as The Sleep Doctor.  According to Dr. Breus, how you manage your sleep is as important as how long you sleep!  This is called sleep hygiene.  Read on to learn what else I discovered.

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Topics: Advisor Practice Management, Behavioral Finance

Clueless GM's and Stock Pickers

Posted by Joe Crawford on 10/16/18 10:17 PM

 

At Blueprint, we utilize tactics based on the fundamentals of Trend Following, attempting to smooth the investment ride and to keep compounding high for our advisor clients.  We generally do this using passive instruments such as index-based ETFs and Mutual Funds for two reasons:

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Topics: Advisor Practice Management, Behavioral Finance, Systematic Investing

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