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
The AUM Wall Every Growing RIA Hits (and How to Break Through It)
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Why do so many successful advisory firms suddenly stall at $150M, $300M, $500M, or $1B+ in AUM? Hosts Jim Atkinson, Managing Partner at Avidian Wealth Solutions, and Jordan Christa, the RIA Matchmaker, reveal the four hidden problems that create the infamous "AUM Wall": the founder bottleneck, missing management layers, outgrown org charts, and failing to delegate by design. Discover practical, battle-tested strategies (from tracking every task you touch to redesigning your future-state org chart and adding real management) so you can smooth the growth curve, reclaim your time, and scale without the painful plateaus.
Disclaimer:
Avidian Wealth Solutions is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed.
Avidian is neither a law firm nor an accounting firm, and no portion of its services should be construed as legal or accounting advice.
Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.
This information contained herein may be dated.