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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 th ...
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How to Serve Your Clients' Values, Behaviors, & Money w/Jim Kreid - Ep. #9
48:35
48:35
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By Billy Hopkins & Kyle Kuyat
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The Importance of Planning & Creating A Process w/Meredith & Adam Dekker Ep. #6
41:08
41:08
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41:08
By Billy Hopkins & Kyle Kuyat
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Why You Need A Reliable Parter In An Unpredictable Market w/Brad Kasper - Ep. #5
40:39
40:39
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40:39
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 …
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A Teaching Focus With A Professional Process w/Ryan Ledden - Ep. #4
48:36
48:36
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In today’s episode we talk with Ryan Ledden of Black Oak Asset Management. Ryan was a formal professional baseball player, turned teacher, turned financial professional. Topics We Cover Include: How Ryan Incorporates his teaching & coaching philosophy in his practice. How to create and establish systems and a process that works How to build trust a…
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The Value of Incorporating Values In Your Business w/Kevin Korhorn - Ep. #3
48:39
48:39
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In today’s episode we talk with Kevin Korhorn of Korhorn Financial Group. Kevin and his team of 77+ professionals serve thousands of clients by focusing on delivering financial wisdom and incorporating strong values into everything they do. To back it up they generated over $1.3 million in planning fees and have over $650 million in AUM. Topics We …
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How To Go From A "Financial Professional" to "Business Owner" w/Billy Hopkins - Ep. #2
24:07
24:07
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24:07
In today’s episodeBilly Hopkins & Kyle Kuyat discuss how to transition from being a financial professional to a business owner. Many financial professionals may want to embark on the journey of becoming a business owner and building something bigger than themselves. Topics We Cover Include: 4 Key Areas You Need To Have Ready to Make the Shift. How …
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How Financial Professionals Can Capitalize On Today's Opportunity - Ep. #1
14:23
14:23
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In today’s episode we talk with Billy Hopkins, President of Silver Oak Securities. Billy started Silver Oak in 1999, today there are over 157 professionals at the firm and we are growing rapidly. We created the podcast to serve financial professionals and share the roadmap that can transition them to the next phase of their career and personal life…
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