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’ll share advice for other advisors and firms considering merger and acquisition opportunities and how it can elevate your business, deepen client service, and create greater opportunities for future growth.  

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.

Mother-son duo Karen and Porter Cunningham of Oklahoma Financial Center were faced with a sudden shake up of personnel and needed to build a new team for where their firm was headed. The two sat down with Harold Buckner, VP, Business Consulting at Bluespring to share what they learned during the process and how they were able to develop a high performing team with a strong culture that is now driving and supporting the rapid growth their advisory firm has recently seen.

The benefits of starting a podcast and how to do it. In this episode of Bluespring Out Loud, Bluespring's VP of Business Consulting, Harold Buckner, speaks with our partner Quint Tatro of Joule Financial. Quint is the founder of the firm and the creator of a top-rated personal finance podcast called DIY Money. Learn how his team built DIY Money into an industry leading podcast.

Economic policies and market trends over the past couple years have made now one of the most attractive times to sell your business our industry has ever seen. After learning this, many successful advisors ask themselves, will the seller’s market continue? What can I do to get top dollar for my business? How much am I giving up by selling? Our panel combines decades of industry experience to discuss these topics.

The panel brings together long-time experts from each side of the equation: Stuart Silverman Chairman of Bluespring Wealth Partners, a leading acquisition firm, and David Canter, President of Bluespring Wealth Partners, David Abbott President of Cambridge International Partners, a banking firm providing M&A services to the investment management space since 1989, and Philip Palaveev CEO of the Ensemble Practice, a top consultant who helps financial advisors grow their practices to make them more valuable.

In this episode of Bluespring Out Loud, President Stuart Silverman speaks with Ted Jenkin (founder of oXYGen Financial) and team members Brandon Hayes, Cristina Briboneria, Eric Pucciarelli. These four financial professionals have come together to form an amazing partnership of affiliated oXYGen firms. They share thoughts on the evolution of the business, why they chose to partner up, and more.

Stuart Silverman, President of Bluespring Wealth Partners, speaks with Roger David of Rinvelt & David, Jared White of Compass Capital Management, and Anne McCabe of Curo Private Wealth as they discuss their experiences in Bluespring's Successor Academy. The Successor Academy features industry experts and peer discussions to train the next generation of advisors.