The Blueprint Podcast

著者： Billy Hopkins & Kyle Kuyat
無料で聴く

  • サマリー

  • Blueprint is a podcast for financial professionals, by financial professionals. Blueprint is a guide for those on the path to independence. Whether you’re beginning to kick the tires, or you’ve been an independent professional for years and you’re simply looking to hone your skills, modernize your practice, and fortify your client relationships, this show is for you. We cover topics that dig deeper into helping financial professionals become better entrepreneurs, grow their practices, and think differently. Discussing everything from high level strategy to the nitty gritty, day-to-day operations that make a big impact, our goal is to empower you with the resources you need to thrive. Securities and Advisor Services offered through Silver Oak Securities, Inc. Member FINRA & SIPC. Learn More At: https://joinsilveroaksecurities.com/podcast/
    © 2023 The Blueprint Podcast
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あらすじ・解説

Blueprint is a podcast for financial professionals, by financial professionals. Blueprint is a guide for those on the path to independence. Whether you’re beginning to kick the tires, or you’ve been an independent professional for years and you’re simply looking to hone your skills, modernize your practice, and fortify your client relationships, this show is for you. We cover topics that dig deeper into helping financial professionals become better entrepreneurs, grow their practices, and think differently. Discussing everything from high level strategy to the nitty gritty, day-to-day operations that make a big impact, our goal is to empower you with the resources you need to thrive. Securities and Advisor Services offered through Silver Oak Securities, Inc. Member FINRA & SIPC. Learn More At: https://joinsilveroaksecurities.com/podcast/
© 2023 The Blueprint Podcast
個人ファイナンス 経済学
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エピソード
  • How to Serve Your Clients' Values, Behaviors, & Money w/Jim Kreid - Ep. #9

    How to Serve Your Clients' Values, Behaviors, & Money w/Jim Kreid - Ep. #9
    2022/11/01

    In today’s episode we talk with Jim Kreid of Solid Rock Retirement Strategies. Clients are people, and Jim breaks down how he serves their vales, behaviors, and money. Jim runs a very successful practice out of Peoria, IL and is an Amazon best seller.

    Topics We Cover Include:

    • How Jim built himself, his team, and his business.
    • Value investing and why it matters.
    • Why having the right tools helps you serve your clients better.
    • How to manage your clients' values.
    • The behavioral side of planning.

    Learn More About Blueprint
    Learn More about Jim & Solid Rock
    Learn More about Silver Oak

    Securities and Registered Investment Advisory Services offered through Silver Oak Securities, Inc. Member FINRA / SIPC. Past performance is not necessarily indicative of future results.
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    49 分
  • The Importance of Planning & Creating A Process w/Meredith & Adam Dekker Ep. #6

    The Importance of Planning & Creating A Process w/Meredith & Adam Dekker Ep. #6
    2022/10/12

    In today’s episode we talk with Adam & Meredith Dekker of Dekker Financial. 

    Topics We Cover Include:

    • Technology
    • Financial Planning 
    • Client Experience
    • Divorce Planning
    • Succession

    Learn More About Blueprint
    Learn More about Dekker Financial
    Learn More about Silver Oak

    Securities and Registered Investment Advisory Services offered through Silver Oak Securities, Inc. Member FINRA / SIPC.
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    41 分
  • Why You Need A Reliable Parter In An Unpredictable Market w/Brad Kasper - Ep. #5

    Why You Need A Reliable Parter In An Unpredictable Market w/Brad Kasper - Ep. #5
    2022/04/12

    In today’s episode we talk with Brad Kasper of LSA Portfolio Analytics. Brad provides financial professionals with tools and infrastructure for managing portfolios so that they can spend more time with their clients. They do this by combining portfolio management, research, and customized presentation materials to financial professional across the country. 

    Topics We Cover Include:

    • How LSA helps busy financial professionals.
    • Why leveraging a research firm can help you run your practice.
    • Navigating headwinds in today's market.

     Learn More About Blueprint
    Learn More about LSA & Brad
    Learn More about Silver Oak

    Securities and Registered Investment Advisory Services offered through Silver Oak Securities, Inc. Member FINRA / SIPC.
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    41 分

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