Bluespring Wealth Partners Out Loud Podcast: Recent Episodes
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Our new podcast was launched to help business owners create what's next. The Bluespring method focuses on succession planning, creating flexible ownership arrangements, providing capital support, and optimizing your earn-out.
In this episode of Bluespring Outloud, a panel of our partner firm leaders joins Pradeep Jayaraman to discuss succession planning and their experiences as G2 firm leaders. They share insights and advice on how to successfully transition into leadership roles, build a cultural foundation, strengthen client relationships, and empower team members to make the process succession process as smooth as possible. Advisor panel includes:
In this episode of Bluespring Outloud, Dave Allen, Keith More, and Mitch Walk of Security Financial Management join Stuart Silverman to discuss their evolution from siloed, solo practices into an ensemble firm with multiple partners, G2 and G3 advisors, and ample support staff. Together, they’ll share advice for other advisors and firms considering merger and acquisition opportunities and how it can elevate your business, deepen client service, and create greater opportunities for future growth.
In this episode of Bluespring Outloud, Philip Palaveev, CEO of The Ensemble Practice, joins Stuart Silverman and Pradeep Jayaraman to discuss the latest trends in the M&A sector of the wealth management industry. Together, they touch on how the lifecycle of entrepreneurial advisors has evolved, succession challenges for founders and next-generation advisors, what makes a valuable wealth management firm, types of acquirers, and how firms can position themselves to secure premium valuations.
Things are different when you're on your own as an independent RIA and a strategic partnership becomes all the more valuable as the business continues to grow and evolve. Principals from several of Bluespring's most successful RIAs talk about their process to find the right partner for their business and how that impacted their teams and their clients. Hosted by Chairman Stuart Silverman.
Working through transition. Bluespring’s VP of Business Consulting Harold Buckner speaks with the leaders of Oklahoma Financial Center, Karen Cunningham and Porter Cunningham. The mother-son duo share their succession story. They discuss what its like working with family, how to increase employee morale, and how to overcome employee turnover.
The benefits of starting a podcast and how to do it. In this episode of Bluespring Out Loud, Bluespring's VP of Business Consulting, Harold Buckner, speaks with our partner Quint Tatro of Joule Financial. Quint is the founder of the firm and the creator of a top-rated personal finance podcast called DIY Money. Learn how his team built DIY Money into an industry leading podcast.
Economic policies and market trends over the past couple years have made now one of the most attractive times to sell your business our industry has ever seen. After learning this, many successful advisors ask themselves, will the seller’s market continue? What can I do to get top dollar for my business? How much am I giving up by selling? Our panel combines decades of industry experience to discuss these topics.
The panel brings together long-time experts from each side of the equation: Stuart Silverman Chairman of Bluespring Wealth Partners, a leading acquisition firm, and David Canter, President of Bluespring Wealth Partners, David Abbott President of Cambridge International Partners, a banking firm providing M&A services to the investment management space since 1989, and Philip Palaveev CEO of the Ensemble Practice, a top consultant who helps financial advisors grow their practices to make them more valuable.
In this episode of Bluespring Out Loud, President Stuart Silverman speaks with Ted Jenkin (founder of oXYGen Financial) and team members Brandon Hayes, Cristina Briboneria, Eric Pucciarelli. These four financial professionals have come together to form an amazing partnership of affiliated oXYGen firms. They share thoughts on the evolution of the business, why they chose to partner up, and more.
Angela Osborne, COO of Bluespring Wealth Partners talks with Mitchell Walk, President of Retirement Wealth Specialists, and Charlotte Clegg-Bradley as they share their experiences from both sides of finding and onboarding a G2 Advisor.
You can also listen to the episode here: https://youtu.be/yI6J1rgBhbQ
Stuart Silverman, President of Bluespring Wealth Partners, speaks with Roger David of Rinvelt & David, Jared White of Compass Capital Management, and Anne McCabe of Curo Private Wealth as they discuss their experiences in Bluespring's Successor Academy. The Successor Academy features industry experts and peer discussions to train the next generation of advisors.
Watch the full episode here: https://youtu.be/5QJFohXXiuw
They say that in sports and comedy – timing is everything. The same is true for growing an advisory firm – the decisions when to add another team-member, when to hire an executive, when to create a department are critical for the success of a growing advisory firm.
To guide entrepreneurs in their quest to build a better firm, Bluespring Wealth Partners has partnered with industry expert Philip Palaveev to create a roadmap through the “dangerous middle” the phase of growth where firms struggle to grow to a billion-dollar firm and beyond.
The “dangerous middle” – a term coined by industry guru Michael Kitces describes the challenge of investing heavily in the firm through the addition of operations managers, investment professionals, creating a marketing department and building career paths.
Join Bluespring Wealth Partners President Stuart Silverman in a lively discussion of how to navigate the treacherous path of organizational growth. Stuart will interview consultant Philip Palaveev, CEO of The Ensemble Practice, and entrepreneurs Mike Frazier, President & CEO of Bedell Frazier Investment Counselling and Tom Fee, Managing Director of $1+ billion firm Vector Wealth Management. We look to combine the best practices and management theory with the practical, real-life experience of industry veterans.
During this discussion you’ll learn:
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When is the right time to hire a COO and a chief marketing officer?
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What infrastructure is needed to reach a billion in assets
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What should be the criteria for adding partners to the firm
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How to manage your equity for sustainable growth and talent development
Bluespring Wealth Partners, the sponsor of this paper, is a strategic partner with the resources to infuse capital, provide consulting expertise, and succession planning so that the firm you’ve worked so hard to build, can breakthrough from good to great to spectacular.
Bluespring President Stuart Silverman has the opportunity to sit down with several financial professionals who have recently decided to sell their firms to Bluespring. Thomas Fee, Managing Director of Vector Wealth Management, Steve Gallo, Founding Partner of U.S. Financial Services, and Mike Frazier, President & CEO of Bedell Frazier Investment Counselling come together for a riveting panel discussion to explain why joining Bluespring was the right decision for their businesses.
Ted Jenkin, CEO of oXYGen Financial, CEO of Hyperchat Social, and frequent contributor on CNN, CNBC, and The Weather Channel, sits down with Stuart Silverman, president of Bluespring Wealth Partners, to discuss Jenkin’s journey into M&A and the advice he has for others considering selling their own business. Tune in to hear more about finding a great G2, the value that investing in your business can have when it’s time to sell, and knowing when to make the transition.
In this podcast, Bluespring Wealth Partners firm successors Anne-Marie Laboe of Bernard R. Wolfe & Associates, Brandon Hayes of oXYGen Financial, and Roger David of Rinvelt & David share their own personal experiences with business succession.
In this podcast, Managing Director's Michael Rudelson and Aaron Durden share their personal experience with the succession planning process.