Tag: advisor-practice-management

How to Benchmark Your Financial Advisor Practice

Posted by Jon Robinson on 8/4/20 10:20 AM

Are you an elite advisor? A new quiz helps you compare your practice to a standard in operational performance. The result? A better understanding of your areas of strength and opportunity in just a few minutes.


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Topics: Advisor Practice Management

There's No Wizard Behind the Curtain

Posted by Jon Robinson on 7/16/20 11:33 AM

Honestly, there’s not much of a curtain either.

Sparked by our recent whitepaper, The Elite Advisor Playbook, we’ve been having conversations with advisors about how to adapt to the new environment (and I don’t just mean the one created by the coronavirus). These discussions usually lead to agreement that advisors struggle to modernize their practices.

However, two questions the playbook does not answer are, “Why is this framework an optimal picture of an elite advisor, and how can it be implemented?”

Today, we’re tackling the first. Stay tuned for resources that address the second in the coming weeks.

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Topics: Advisor Practice Management, Transparency

Death of a Wholesaler: The Future of Asset Management Marketing

Posted by Mike Carlone on 7/2/20 1:42 PM

I'll start off by saying that prior to joining Blueprint, I was nicknamed "MC Spammer."

Yeah, that's right.

It was funny…at first.

In fact, I joined Blueprint because I knew there had to be a different way of engaging and partnering with advisors: no scripts, no "hard close," just creating value, and permitting interested advisors to reach out to us. But, for this approach to work, buy-in and patience is required – everyone on the team must be onboard.

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Topics: Advisor Practice Management

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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Topics: Advisor Practice Management

The Elite Advisor Playbook

Posted by The Blueprint Team on 6/4/20 2:58 PM

Blueprint’s core client is the independent financial advisor. They tend to be planning-focused, tech-savvy, and very entrepreneurial, as many either started as an independent or broke away from a wirehouse. Over the years, we have developed institutional knowledge about the behaviors, tactics, and strategies employed by the most effective advisors – advisors that the industry deems ‘ELITE’. 

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Topics: Advisor Practice Management, Systematic Investing

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