The Elite Advisor Playbook

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’. 

The Elite Advisor Playbook takes these instructive examples and provides a framework around four areas of focus: 


  1. Client Service
  2. Practice Management
  3. Wealth Management
  4. Business Development


During periods of extreme uncertainty, such as the last few months, elite advisors must have a pre-determined plan to communicate and operate effectively. No one can completely plan for an exogenous event like a global pandemic, but having robust processes and systems in place before the shock will reduce the damage and allow for much greater continuity and future growth.

Untitled234At Blueprint, we understand that financial advisors are under an immense amount of pressure to provide value to their clients and differentiate themselves from other advisors (including robots!). It is no easy task. Fortunately, in the digital age, one can find instructive examples for business model innovation, both inside and outside the advisory world. In this spirit, the objective of this playbook is to define what it means to be an elite advisor in 2020 and offer guidance as to how an aspiring advisor can take the necessary steps to achieve elite status.

In addition to providing outsourced investment management, we also have a network of trusted partners that can help you digitize your communication efforts and create a broader systems architecture in route to your firm achieving the status of an elite advisory practice.


We welcome the opportunity for a conversation and request your feedback on this paper.

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Investors should carefully consider the investment objectives, risks, and charges and expenses of the fund before investing. The prospectus contains this and other information about the fund, and it should be read carefully before investing. Investors may obtain a copy of the prospectus by calling 866-983-4525.

Past performance is not indicative of future results. The material above has been provided for informational purposes only, and is not intended as legal or investment advice or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable though its accuracy is not guaranteed, and Blueprint Investment Partners makes no representation or warranty as to the accuracy or completeness of the information, which should not be used as the basis of any investment decision. Information contained on third party websites that Blueprint Investment Partners LLC (“Blueprint”) may link to are not reviewed in their entirety for accuracy and Blueprint assumes no liability for the information contained on these websites. Opinions expressed in this commentary reflect subjective judgments of the author based on conditions at the time of writing and are subject to change without notice. No part of this material may be reproduced in any form, or referred to in any other publication, without express written permission from Blueprint.  For more information about Blueprint Investment Partners, including our Form ADV Part 2A Brochure, please visit or contact us at (800) 704-6913

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