Tag: transparency

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

Risk Management In Motion (May Update)

Posted by The Blueprint Team on 5/5/20 1:42 PM

Clients and partners of Blueprint know how much we value communication and transparency. We are not shy about being transparent (some would say to a fault), from putting our exact investment rules on our website to explaining in detail how these rules work. One thing that we (and the world) are learning in 2020 is that despite how we miss interacting with our clients, friends, and partners in person, we can still add value and communicate effectively through a variety of other, tech-driven mediums. Case in point: as of December 2019, the number of free and paid Zoom meeting participants was 10 million; today, it's 300 million!

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Topics: Transparency, Systematic Investing

Predicting the Future

Posted by Tommy Mayes on 4/23/20 12:54 PM

Approximate reading time: less than 3 minutes

When something happens that has never happened before, do we assert it was unpredictable? On Monday the front month contract for WTI crude oil went negative in price and traded there, as holders were attempting to get rid of the obligation to take delivery. How much can I pay you to take my oil? Amazing. Times like this challenge everything we think we know about the financial world and beg the question, ‘can anyone really predict the future value of any asset?’  What is the truth? I think the answer is up to the reader, but we believe that no one really can. 

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Topics: Transparency, Systematic Investing

Communication, At a Distance

Posted by The Blueprint Team on 4/3/20 11:32 AM

First, we sincerely hope this note finds everyone safe and healthy in your world. Blessings abound for our team and our families, and we are grateful to be here to serve our clients and friends. To paraphrase the line from Cool Hand Luke, we will not be accused of a ‘failure to communicate’!  Every month, on the last trading day when we rebalance our portfolios, we send a note to our clients and partners with an update on changes in the model and the status of price trends based upon our rules and systems.  This month, we want to share it with our full audience, because we believe it is insightful regarding the current environment, and because we are proud of our work.  Please read on.

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Topics: Behavioral Finance, Transparency, Systematic Investing

Simplicity and Transparency Matter

Posted by Mike Carlone on 2/27/20 10:38 AM

When I first joined the team here at Blueprint, there were several "Ah ha" moments that stood out.  Coming in, I considered my role as National Sales Director to be leading the effort to broadcast the power of Blueprint’s sophisticated, yet simple story. As I reviewed our existing marketing materials, I noticed a chart comparing our Growth strategy (an 80/20 stock/bond model at its baseline) to a traditionally allocated Balanced portfolio.

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Topics: Advisor Practice Management, Behavioral Finance, Transparency

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