Tag: advisor-practice-management

Protecting the Financial Advisor’s Blind Side

Posted by Brandon Langley on 4/28/21 9:34 AM

The 2021 NFL Draft, which begins tomorrow, is expected to highlight more than ever that quarterback is arguably the most important position in all of sports.

If we stick to football and assume QB is indeed the most important role, what is second? Many cases can be made, but if money talks, then shouldn’t the answer be found in how NFL teams invest their hard-capped dollars?

And if so, what lessons can advisors take from this to improve their practices?

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Topics: Advisor Practice Management

Flows Before Pros

Posted by Brandon Langley on 3/8/21 3:39 PM

This is not another article about Reddit, Robos, and Robinhood.

Well actually, it a little bit is. But hear me out: We’ll be light on the pontification (you don’t need a 4,000th article on GameStop) but heavy on the conundrum financial advisors face and the trump card held by providers of financial advice.

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Topics: 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).

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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.

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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.

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Topics: Advisor Practice Management

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