Michael Bryan, EVP and Chief Growth Officer for Strategic Blueprint, joined Julie Cooling, Founder and CEO of RIA Channel, to discuss how the firm works with advisors to grow their practices.
Strategic Blueprint is a corporate RIA that serves investment advisor representatives (IARs) who are fiercely independent. Strategic Blueprint has a sister broker-dealer that allows advisors to earn both commission and fee business, while also supporting fee-only advisors.
Every advisor working with Strategic Blueprint has a strategic growth plan or works with the firm to create a plan. The ideal advisor for Strategic Blueprint is one who expects their business to grow from 33% to 100% over the next three to five years. The firm provides advisors with the technology, resources, marketing assistance, and practice management tools to help reach their growth targets.
The culture of the firm is defined as transparency, access, and camaraderie. As a flat organization, the firm offers access to senior leadership, decision makers, and subject matter experts.
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