Tag: advisor-practice-management

The 2020 Remix: Trend Following and Pop Culture

Posted by Nicole Hands on 12/15/20 11:40 AM

At Blueprint, we like to think that our trend-following proclivities have many applications. Some (like our ability to systematically manage assets for our advisor clients) are certainly more useful than others (like the fresh 2020 pop culture reference that will come when you read on).

Read More

Topics: Advisor Practice Management, Behavioral Finance, Systematic Investing

Operating As An Entrepreneur Vs. A Business Owner

Posted by Jon Robinson on 12/10/20 3:06 PM

In my view, there is a common misconception that most financial advisors are also entrepreneurs. I do not see the advisory business as being statistically different from any other industry in terms of the mix between business owners/operators and entrepreneurs.

Read More

Topics: Advisor Practice Management

‘CliffsNotes’ For Elite Financial Advisors

Posted by Mike Carlone on 10/8/20 12:12 PM

A confession: Without CliffsNotes, I may not have made it through high school…or college. In fact, until just recently, I actually thought it was “CliffNotes” (no “s”) – but I digress.

If you’re like me, these very valuable summaries are extremely helpful and efficient. With that in mind, I wanted to share three takeaways from a financial services virtual event last week, all of which struck me as highly relevant for elite financial advisors.

Read More

Topics: Advisor Practice Management

No Fluff. No Black Box. Just Real-World Next Steps for Financial Advisors

Posted by Nicole Hands on 8/21/20 10:27 AM

You know those days, when you’re practically on autopilot as you delete, delete, delete your way through our inbox?

Until it happens. A headline just grabs you. The sender is addressing a pain point you’ve been experiencing and, better yet, they’re offering practical guidance. Amazing!

You click through to their website, somewhat-begrudgingly fill out the 10 fields of info they want from you, find the PDF in your downloads folder, click to open the file — and then the disappointment hits...

Read More

Topics: Advisor Practice Management

How to Become an Elite Financial Advisor: Practice (Business!) Management

Posted by Jon Robinson on 8/11/20 2:32 PM

Have you read something like the following roughly 1,237 times in the last few months?

“Financial advisors are under immense pressure, particularly with the paradigm shift of 2020. They must provide value to their clients and differentiate themselves from other advisors.”

We too see plenty of pontification out there. Well-intentioned writers, podcasters, and vloggers are doing a great job of capturing WHAT challenges advisors face. But, they usually stop short of offering answers to, “HOW?”

In this blog, we’re filling the void and providing a map.

Read More

Topics: Advisor Practice Management

New call-to-action

Popular Posts