Bluespring Wealth Partners

06/02/2020

05/27/2020

In this podcast episode of , Bluespring Wealth President Stuart Silverman discusses what succession planning and transition look like for the next generation. He is joined by Anne-Marie Laboe of Bernard R. Wolfe & Associates, Brandon Hayes, CFP® of oXYGen Financial, and Roger David of Rinvelt & David, LLC.
Listen to the full episode: https://lnkd.in/eJ4gS74

05/25/2020

We extend our gratitude and appreciation to all of the brave men and women who have made sacrifices for our country.

05/20/2020

We are excited to announce that we’ll be launching a brand new episode of the Bluespring Out Loud podcast next week! We’ll be talking to successors (G2s) from three of our partner firms about their journey to becoming a G2. You won’t want to miss this!

05/19/2020

There are easy, actionable steps you can take to keep your advisory firm's culture alive, even as your employees work remotely during the pandemic. Read these two steps to boost your staff morale today.

There are steps to keep your advisory firm's culture alive, even as your employees work from home during the pandemic.

05/18/2020

Now more than ever, succession planning is vital. Read the case study to see how one firm approached and found success with their succession planning.

Internal succession plans take time and investment in developing people; ours started 15 years ago.

05/15/2020

Since the global pandemic, the needs in our communities have risen to levels not seen since the Great Depression. Learn 3 ways Financial Professionals can give back to those in need here!

On Giving Tuesday Now, May 5, and afterwards, those in financial services can make a difference in their local communities.

05/14/2020

“Advisors who want to sell their practices and retire into the sunset have had their plans upended by the coronavirus pandemic and the end of an 11-year equity market bull run. But industry watchers say innovative retirement deal structures are emerging to protect the interests of both buyers and sellers.” Read what Bluespring Wealth Partners President, Stuart Silverman, has to say on the topic.

Advisors who want to sell their practices and retire into the sunset have had their plans upended by the coronavirus pandemic and the end of an 11-year equity market bull run. But industry watchers say innovative retirement deal structures are emerging to protect the interests of both buyers and sel...

05/13/2020

Can we expect a surge in RIA mergers and acquisitions following the Covid-19 crisis? See the four stages outlined in this article:

The devastation following the COVID-19 crisis will lead to a lull in RIA mergers and acquisitions, followed by a surge until a return to normal, writes David DeVoe.

05/12/2020

Is your business struggling through the current economic crisis? If so, you’re not alone. Learn what standout RIAs accomplished during the last crisis that propelled their continued growth.

During times of crisis, top performers keep hiring, closely monitor their expenses, continue growing their client base and invest selectively, according to FA Insight.

05/11/2020

Bluespring Wealth Partners Financial Professional Ted Jenkin, of oXYGen Financial, Inc., recently discussed with Christi Paul on CNN New Day about the possibility of an additional stimulus check phase becoming available as small businesses struggle to stay open during the pandemic. Watch to learn what could happen by July 31st.

05/08/2020

How do you define good leadership? Read more about the psychology behind effective leadership during a crisis here.

Good leaders need more than vision.