Bluespring Out Loud Podcast

Join Bluespring Wealth Partners President Stuart Silverman in a lively discussion of how to navigate the treacherous path of organizational growth. Stuart interviews consultant Philip Palaveev, CEO of The Ensemble Practice, and entrepreneurs Mike Frazier, President & CEO of Bedell Frazier Investment Counselling and Tom Fee, Managing Director of $1+ billion firm Vector Wealth Management. We look to combine the best practices and management theory with the practical, real-life experience of industry veterans.

During this discussion you’ll learn:

- When is the right time to hire a COO and a chief marketing officer?

- What infrastructure is needed to reach a billion in assets

- What should be the criteria for adding partners to the firm

- How to manage your equity for sustainable growth and talent development

Bluespring President Stuart Silverman has the opportunity to sit down with several financial professionals who have recently decided to sell their firms to Bluespring. Thomas Fee, Managing Director of Vector Wealth Management, Steve Gallo, Founding Partner of U.S. Financial Services, and Mike Frazier, President & CEO of Bedell Frazier Investment Counselling come together for a riveting panel discussion to explain why joining Bluespring was the right decision for their businesses.

Ted Jenkin, CEO of oXYGen Financial, CEO of Hyperchat Social, and frequent contributor on CNN, CNBC, and The Weather Channel, sits down with Stuart Silverman, president of Bluespring Wealth Partners, to discuss Jenkin’s journey into M&A and the advice he has for others considering selling their own business. Tune in to hear more about finding a great G2, the value that investing in your business can have when it’s time to sell, and knowing when to make the transition.

Bluespring President Stuart Silverman speaks with the following firm successors to learn about their experiences with business succession.

• Anne-Marie Laboe of Bernard R. Wolfe & Associates