Bluespring Wealth Partners

Congratulations to our partner CD Wealth Management on its 10th Year Anniversary and hitting the $10 billion AUM mark -- two incredible accomplishments! We're looking forward to the next 10 years as your partner.

Have you been doing your summer reading? At the beginning of the year, we curated a list of books for both personal and business-related growth. July’s book, recommended by our friends at Vector Wealth Management, is "Traction: Get a Grip on Your Business" by Gino Wickman. Check out a summary and the full list of book recommendations here: https://lnkd.in/g4H-uNRn

Helping our advisors succeed and reach their goals is our highest priority. A big thank you to Andy Dropkin,CFP®, CPWA®, CAP® of CD Wealth Management for sharing your experience working with Bluespring.

As part of our 2024 Summer Reading List published at the beginning of the year, our partner firm Christopher Street Financial shared their June recommendation, "Stonewall: A Building. An Uprising. A Revolution" by Rob Sanders and illustrated by Jamey Christoph. As #PrideMonth comes to a close, see below for what Christopher Street had to say about this important work, and check out our full reading list here: https://lnkd.in/g4H-uNRn

We're proud of Nicholas Harris, who is halfway through his summer internship with us. It was great to see our partner Michael Rudelson show Nicholas the ropes at LifeBridge Financial Group for a day while imparting knowledge from generation to generation.

Only 11% of financial professionals are 40 years old or younger -- how do we attract the next generation of talent? Listen to insights from our Bluespring Advisors: https://lnkd.in/gSSfc6m3

Check out our partner Christopher Street Financial's June State of the Street blog by CEO Mark Franczyk, in which he talks about our partnership. Since joining forces in September of last year, it's been incredibly valuable to grow and learn together. Read the blog post here: https://lnkd.in/e9J6S_95

Last month at our annual Partner Summit in Tennessee we enjoyed our partner Philip Palaveev's live case study in which he walked through a hypothetical firm, allowing each table in the room to work together to understand the firm's issues and how they could fix them. Moments like these reveal the value of joining a community like ours -- hearing a live example from the CEO of The Ensemble Practice is indispensable for our partners.

Hear from Karen and Porter Cunningham, CFP® about how turnover can be positive for a firm's growth and how Bluespring supports this growth at Oklahoma Financial Center. Watch the full video at https://lnkd.in/gaeg7mDg

This past month, we held our annual Partner Summit with our Bluespring community in Nashville, Tennessee. It was great to connect in person and make memories with new and old faces! Highlights from the summit include: - The Scaling for Success Open Mic Session in which leaders from each Bluespring firm shared strategies to achieve leverage, scale, and efficiency within wealth management firms - The Generating Growth Open Mic Session in which Bluespring firm leaders discussed the strategies they’re employing to drive organic growth