Bluespring Out Loud Podcast

In this podcast, industry expert Philip Palaveev of Ensemble Practice breaks down the real drivers behind sustainable growth. During this discussion he shares practical strategies advisors can use to scale beyond founder-driven success. Phillip explains how firms can create consistent lead flow, develop next-generation advisors into confident business developers, and implement repeatable processes that support long-term scalability.

In this episode of the Blue Springing Out Loud podcast, Taylor Wilson interviews Atricia Roberts, Partner & COO of Curo Private Wealth, Mark Franczyk, CEO of Christopher Street Financial, and Cristina Briboneria, Partner & Co-founder of ClariVise Private Wealth. Discover how these Bluespring partner firms turn niche marketing into the fuel for their businesses by zeroing in on specific, often underserved clients.

In this episode of Bluespring Outloud, a panel of our partner firm leaders joins Pradeep Jayaraman to discuss succession planning and their experiences as G2 firm leaders. They share insights and advice on how to successfully transition into leadership roles, build a cultural foundation, strengthen client relationships, and empower team members to make the succession process as smooth as possible. Advisor panel includes:

In this episode of Bluespring Outloud, Dave Allen, Keith More, and Mitch Walk of Security Financial Management join Stuart Silverman to discuss their evolution from siloed, solo practices into an ensemble firm with multiple partners, G2 and G3 advisors, and ample support staff. Together, they share advice for other advisors and firms considering merger and acquisition opportunities and how it can elevate a business, deepen client service, and create greater opportunities for future growth.

In this episode of Bluespring Outloud, Philip Palaveev, CEO of The Ensemble Practice, joins Stuart Silverman and Pradeep Jayaraman to discuss the latest trends in the M&A sector of the wealth management industry. Together, they touch on how the lifecycle of entrepreneurial advisors has evolved, succession challenges for founders and next-generation advisors, what makes a valuable wealth management firm, types of acquirers, and how firms can position themselves to secure premium valuations.

Angela Osborne, COO of Bluespring Wealth Partners talks with Mitchell Walk, President of Retirement Wealth Specialists, and Charlotte Clegg-Bradley as they share their experiences from both sides of finding and onboarding a G2 Advisor.

Bluespring President Stuart Silverman connects with Michael Rudelson and Aaron Durden of LifeBridge Financial Group. They share their personal experience with the succession planning process. 

Angela Osborne, COO of Bluespring Wealth Partners talks with Mitchell Walk, President of Retirement Wealth Specialists, and Charlotte Clegg-Bradley as they share their experiences from both sides of finding and onboarding a G2 Advisor.

Things are different when you're on your own as an independent RIA and a strategic partnership becomes all the more valuable as the business continues to grow and evolve. Principals from several of Bluespring's most successful RIAs talk about their process to find the right partner for their business and how that impacted their teams and their clients. Hosted by Chairman Stuart Silverman.