The Advisor Blueprint
Join hosts Jim Atkinson and Jordan Christa on The Advisor Blueprint: the essential podcast for financial advisors. Tailored for both RIA and Broker-Dealer professionals, each episode delivers actionable insights, expert strategies, and real-world guidance on the who, what, where, when, and why of advisor transitions. From evaluating new firms and navigating non-compete clauses to building your book of business and optimizing client relationships, Jim and Jordan break down every facet of the transition process.
Whether you're contemplating a move, planning for independence, or seeking to elevate your practice, The Advisor Blueprint equips you with the tools and knowledge to make informed decisions and thrive in today’s dynamic financial advisory landscape.
The Advisor Blueprint
Latest Episodes
Multi-Office RIAs: Scale Advantage or Cultural Disaster?
Is opening multiple offices a path to enterprise value or a recipe for fractured culture, inconsistent client experiences, and eroded margins? In this episode, we explore the real tensions facing growing RIAs — from brand consistency and techno...
The RIA Margin Squeeze: Why Profits Feel Tighter Despite Growing AUM
Even as assets under management and revenue climb, many RIAs are watching their margins get squeezed. In this episode, we unpack the RIA Paradox — exploding staff compensation, technology bloat, and rising compliance costs that are quietly eati...
Why Younger Advisors Keep Leaving (And How to Attract & Keep the Best Ones)
The talent crisis in wealth management is here, and it’s worse than most advisors realize. Schwab says the industry needs to hire 70,000 new staff in the next 5 years, yet top young advisors are harder to find and more expensive than ever.<...
Breaking the $500 Million Plateau
🚨 Why do so many RIAs get stuck at the $500 Million AUM Plateau?In this episode of The Advisor Blueprint, Jim Atkinson (Managing Partner of Avidian Wealth Solutions) and Jordan Christa (Wealth Management Matchmaker™) break down the "invi...
Hire with Your Head: Building Top-Performing Teams in Wealth Management with Performance-Based Hiring
In this episode of The Advisor Blueprint, hosts Jim Atkinson, Managing Partner at Avidian Wealth Solutions, and Jordan Christa, The Wealth Management Matchmaker™, sit down with Rachel Daniels, Director of Operations at Avidian Wealth Solutions,...