The Advisor Blueprint
Claim This Podcastby Avidian Wealth Solutions
Podcast Overview
<p>Join hosts Jim Atkinson and Jordan Christa on The Advisor Blueprint: the essential podcast for financial advisors. Tailored for both RIA and Broker-Dealer professionals, each episode delivers actionable insights, expert strategies, and real-world guidance on the who, what, where, when, and why of advisor transitions. From evaluating new firms and navigating non-compete clauses to building your book of business and optimizing client relationships, Jim and Jordan break down every facet of the transition process.</p><p><br></p><p>Whether you're contemplating a move, planning for independence, or seeking to elevate your practice, The Advisor Blueprint equips you with the tools and knowledge to make informed decisions and thrive in today’s dynamic financial advisory landscape.</p>
Language
🇺🇲
Publishing Since
9/22/2025
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Recent Episodes
June 8, 2026
Multi-Office RIAs: Scale Advantage or Cultural Disaster?
Is opening multiple offices a path to enterprise value or a recipe for fractured culture, inconsistent client experiences, and eroded margins? In this episode, we explore the real tensions facing growing RIAs — from brand consistency and technology fragmentation to leadership dilution and integration fatigue. Drawing from real-world experience with acquisitions, tuck-ins, and lift-outs, we break down practical strategies to maintain alignment, protect your brand, and turn geographic expansion...
June 2, 2026
The RIA Margin Squeeze: Why Profits Feel Tighter Despite Growing AUM
Even as assets under management and revenue climb, many RIAs are watching their margins get squeezed. In this episode, we unpack the RIA Paradox — exploding staff compensation, technology bloat, and rising compliance costs that are quietly eating into profitability. We explore why client service roles skyrocketed post-COVID, how to shift toward incentive-based pay, practical ways to clean up your tech stack, and how to build a proactive compliance system instead of treating it as a burden. Es...
May 26, 2026
Why Younger Advisors Keep Leaving (And How to Attract & Keep the Best Ones)
The talent crisis in wealth management is here, and it’s worse than most advisors realize. Schwab says the industry needs to hire 70,000 new staff in the next 5 years, yet top young advisors are harder to find and more expensive than ever. In this episode, Jim Atkinson and Jordan Christa unpack why next-gen advisors are leaving firms (or avoiding the industry altogether) and what forward-thinking RIA owners must do to attract and retain them. • Why succession planning fails most firms • The e...
17 total episodes available
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Frequently asked questions
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- What is The Advisor Blueprint?
<p>Join hosts Jim Atkinson and Jordan Christa on The Advisor Blueprint: the essential podcast for financial advisors. Tailored for both RIA and Broker-Dealer professionals, each episode delivers actionable insights, expert strategies, and real-world guidance on the who, what, where, when, and why of advisor transitions. From evaluating new firms and navigating non-compete clauses to building your book of business and optimizing client relationships, Jim and Jordan break down every facet of the transition process.</p><p><br></p><p>Whether you're contemplating a move, planning for independence, or seeking to elevate your practice, The Advisor Blueprint equips you with the tools and knowledge to make informed decisions and thrive in today’s dynamic financial advisory landscape.</p> - How often does this podcast release new episodes?
This podcast updates daily.
- Where can I listen to this podcast?
This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Yes, this podcast regularly features guests.
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