ADVISOR SUPPORT PLATFORMS Registered Investment Advisors (RIAs)
BLUESPRING WEALTH PARTNERS
Blueprint for Growth
The Bluespring ‘Blueprint for Growth’ program is a Business-to-Consumer (B2C) Organic Growth Engine designed to supplement and optimize a firm’s existing business development efforts while also building awareness for their brand within local markets. The program will amplify a firm’s core drivers of organic growth through industrial strength advisor marketing and campaigns, AI-supported lead optimization, and comprehensive sales and marketing coaching for both financial professionals and client-facing associates. This
integrated combination of support will give Bluespring Wealth Partners firms the tools they need to capitalize on new avenues for growth while improving their skills as rainmakers for their business and creating a culture of referral and growth.
Bluespring Wealth Partners is dedicated to the acquisition and support of best-in-class wealth management firms and their teams. The model was established with the express purpose of helping entrepreneurs take their business to the next level of growth through industry-leading consulting resources – like marketing, technology and operations – flexible ownership arrangements and institutional capital support. Bluespring empowers firm owners to elevate their business without sacrificing their entrepreneurial spirit, founding principles or long-term vision. We also offer support related to operations and transition planning. In this way, Bluespring acts as a force multiplier for these firms, allowing them to focus on what they do best: help their clients. At the end of the day, we are building an exclusive RIA community, connecting high quality firms with investors who need fiduciary-based advice.
www.bluespringwealth.com
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WealthManagement.com
*NOTE: Company descriptions are effective as of the date of nomination submission (February – May 2023). For updated facts and figures since that timeframe, please contact the nominated company.
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