BluePapers Benefiting Advisors

Where Does The BluePaper Insights & Perspectives Come From?

Our BluePaper perspectives come from a leadership team that averages 25 years experience in the financial services industry in former roles such as advisors; branch, complex, regional, and national management; and advisor consulting and coaching.

Our BluePaper insights come from the experience being in the trenches in helping more than 1,000 advisors join a firm, breakaway to independence, sell, or acquire a practice. Our weekly BluePaper Bullet Article insights come from having an ear on the ground and a finger on the pulse of industry issues and disrupters from the hundreds of advisor conversations we have every month.

What Topics Do The BluePapers Cover?

BluePaper topics center on the ecosystem around advisor transition events in their career such as a recruiting transition, hiring and acquiring or selling a practice, and corresponding key factors and trends including acquisition financing, valuations, Breakaway Advisor movement, DOL , FINRA and the SEC, recruiting bonus transition deals, value propositions, and Protocol.

So, Content Is Unbiased on Platforms & Models, but Biased on Firms?

Yes. Advisors have different goals and preferences so we’re unbiased regarding traditional employee and independent platforms and business models. We have a positive bias for the firms providing strong value props for advisors regardless of platform or model. We also have a negative bias against firm mediocrity, firms who oppress advisor freedoms and opportunities, and a strong bias against firms who seek to encumber the advisor’s relationships with their clients.

Does Advisorbox Have Journalistic Standards For The BluePaper?

To a point. We put a much higher priority on sense of humor, wit and satire than if we have periods after bullet points or not.

We admit we focus more on the quality of the helpfulness of the content than we do sentence structure. Our articles are directed to advisors and usually written in the way we would verbally share about that topic. BluePapers are not media news stories. BluePapers represents our candid points of view and opinions, sometimes very strong opinions. We’re not a big media company with reporters, editors, and a compliance department. We are a privately owned boutique who calls it like we see it and get’s it right a lot more than we get it wrong.

What Is The Difference Between BluePapers and BluePaper Bullets?

Advisorbox BluePaper is our way of distributing information, insights, best practices, and industry perspectives to advisors in the financial services industry. We blew up the traditional white paper with the BluePaper model where category titles are continually updated with new article segments to keep current and relative. Our BluePaper Bullets are articles and blogs that make up the content of our “newsletter” we send out typically a few times each month. We endeavor to provide both thought and action leadership through BluePaper content.

How do BluePapers Further Advisor Advocacy Activity?

BluePapers reflects the Advisorbox purpose which is to be the advisor’s advocate, consultant, and agent. We’re not advocates for platforms, models, firms, or even for the advisor’s clients. 100% of our advocacy commitment is to the individual advisor. We advocate for advisor choice in the models they choose, the firms they affiliate, and the ownership of the relationship advisors have with their clients. We advocate against excessive regulations, non-protocol, encumbrances to freedom of advisor career path choice and transition, and against firm actions and strategies designed to suppress and diminish the advisor’s relationships with their clients.