The Blueprint Podcast

In today’s episode we talk with Jim Kreid of Solid Rock Retirement Strategies. Clients are people, and Jim breaks down how he serves their vales, behaviors, and money. Jim runs a very successful practice out of Peoria, IL and is an Amazon best seller.

Topics We Cover Include:

• How Jim built himself, his team, and his business.
• Value investing and why it matters.
• Why having the right tools helps you serve your clients better.
• How to manage your clients' values.
• The behavioral side of planning.

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Learn More about Jim & Solid Rock
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Securities and Registered Investment Advisory Services offered through Silver Oak Securities, Inc. Member FINRA / SIPC. Past performance is not necessarily indicative of future results.

In today’s episode we talk with Adam & Meredith Dekker of Dekker Financial. 

Topics We Cover Include:

• Technology
• Financial Planning 
• Client Experience
• Divorce Planning
• Succession

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Learn More about Dekker Financial
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Securities and Registered Investment Advisory Services offered through Silver Oak Securities, Inc. Member FINRA / SIPC.

In today’s episode we talk with Brad Kasper of LSA Portfolio Analytics. Brad provides financial professionals with tools and infrastructure for managing portfolios so that they can spend more time with their clients. They do this by combining portfolio management, research, and customized presentation materials to financial professional across the country. 

Topics We Cover Include:

• How LSA helps busy financial professionals.
• Why leveraging a research firm can help you run your practice.
• Navigating headwinds in today's market.

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Learn More about LSA & Brad
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Securities and Registered Investment Advisory Services offered through Silver Oak Securities, Inc. Member FINRA / SIPC.

In today’s episode we talk with Ryan Ledden of Black Oak Asset Management. Ryan was a formal professional baseball player, turned teacher, turned financial professional.

Topics We Cover Include:

• How Ryan Incorporates his teaching & coaching philosophy in his practice.
• How to create and establish systems and a process that works
• How to build trust and effectively grow your practice.
• Creating a message that resonates with your ideal client.

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Learn More about Ryan
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Securities and Registered Investment Advisory Services offered through Silver Oak Securities, Inc. Member FINRA / SIPC.

In today’s episode we talk with Kevin Korhorn of Korhorn Financial Group. Kevin and his team of 77+ professionals serve thousands of clients by focusing on delivering financial wisdom and incorporating strong values into everything they do. To back it up they generated over $1.3 million in planning fees and have over $650 million in AUM. 

Topics We Cover Include:

• How Kevin built himself, his team, and his business.
• The difference between a job, career, and a calling.
• Building and incorporating systems. (EOS)
• How to serve your clients.
• The value of incorporating values in your business.

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Learn More about Kevin
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Securities and Registered Investment Advisory Services offered through Silver Oak Securities, Inc. Member FINRA / SIPC.

In today’s episodeBilly Hopkins & Kyle Kuyat discuss how to transition from being a financial professional to a business owner. Many financial professionals may want to embark on the journey of becoming a business owner and building something bigger than themselves. 

Topics We Cover Include:

• 4 Key Areas You Need To Have Ready to Make the Shift.
• How To Find Your Unique Ability
• How To Build A Team & Process.
• Building Blocks Needed.
• "Who" NOT "How"

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Securities and Registered Investment Advisory Services offered through Silver Oak Securities, Inc. Member FINRA / SIPC.

In today’s episode we talk with Billy Hopkins,  President of Silver Oak Securities. Billy started Silver Oak in 1999, today there are over 157 professionals at the firm and we are growing rapidly. We created the podcast to serve financial professionals and share the roadmap that can transition them to the next phase of their career and personal life. 

Topics We Cover Include:

• What the Blueprint Podcast stands for and how we serve financial professionals.
• The start of Silver Oak.
• The opportunity for today's advisors with over 20 million "millionaires" in America.
• What's to come on the show!

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Learn More About Silver Oak

Securities and Registered Investment Advisory Services offered through Silver Oak Securities, Inc. Member FINRA / SIPC.