Bluespring Out Loud Podcast

Developing Scale: How to Create Systematic Growth for Your Firm

Wed, 27 May 2026 19:42:00 -0300

In this podcast, industry expert Philip Palaveev of Ensemble Practice breaks down the real drivers behind sustainable growth. During this discussion he shares practical strategies advisors can use to scale beyond founder-driven success. Phillip explains how firms can create consistent lead flow, develop next-generation advisors into confident business developers, and implement repeatable processes that support long-term scalability.

For founders, you’ll gain insight into how to transfer your personal reputation to the firm and build a business that continues to grow beyond you. For next-gen advisors, you’ll walk away with a clearer understanding of how to participate in growth and build confidence in business development.

If you’re looking to grow faster, develop your team, and build a more scalable, enterprise-value-driven firm, this webinar delivers actionable insights you can start applying immediately.

Turning Niche Audiences into Growth Engines

Wed, 22 Apr 2026 19:40:00 -0300

In this episode of the Blue Springing Out Loud podcast, Taylor Wilson interviews Atricia Roberts, Partner & COO of Curo Private Wealth, Mark Franczyk, CEO of Christopher Street Financial, and Cristina Briboneria, Partner & Co-founder of ClariVise Private Wealth. Discover how these Bluespring partner firms turn niche marketing into the fuel for their businesses by zeroing in on specific, often underserved clients.

Succession Planning - Becoming a New Firm Leader as a G2 Successor

Wed, 13 Aug 2025 05:00:00 -0300

In this episode of Bluespring Outloud, a panel of our partner firm leaders joins Pradeep Jayaraman to discuss succession planning and their experiences as G2 firm leaders. They share insights and advice on how to successfully transition into leadership roles, build a cultural foundation, strengthen client relationships, and empower team members to make the succession process as smooth as possible. Advisor panel includes:

Why Mergers Are a Fantastic Growth and Succession Strategy for Advisory Firms

Thu, 05 Jun 2025 17:06:00 -0300

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

Navigating the Changing Landscape of Firm Valuations, M&A Trends, and Investing in Next-Gen Advisors

Thu, 10 Apr 2025 17:38:00 -0300

In this episode of Bluespring Outloud, Philip Palaveev, CEO of The Ensemble Practice, joins Stuart Silverman and Pradeep Jayaraman to discuss the latest trends in the M&A sector of the wealth management industry. Together, they touch on how the lifecycle of entrepreneurial advisors has evolved, succession challenges for founders and next-generation advisors, what makes a valuable wealth management firm, types of acquirers, and how firms can position themselves to secure premium valuations.

Finding and Partnering With A G2 Advisor

Sat, 08 Feb 2025 17:54:00 -0400

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.

Choosing the Right Partner for Your RIA

Wed, 29 May 2024 17:40:00 -0300

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.

Navigating Change and Building Culture in a Fast-Growing Advisory Firm

Wed, 15 Mar 2023 17:41:00 -0300

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.

Industry Influencers And Experts Reveal What Is Driving Valuations Now

Tue, 03 Jan 2023 17:43:00 -0400

Economic policies and market trends over the prior couple of years made this an attractive time to sell a business. The panel discusses whether the seller's market will continue, how owners can pursue top value, and tradeoffs in selling. The panel combines experts from acquisition, investment banking, and advisory consulting.

How To Build A Podcast Ft. Quint Tatro

Tue, 03 Jan 2023 17:42:00 -0400

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 partner Quint Tatro of Joule Financial. Quint is the founder of the firm and the creator of a personal finance podcast called DIY Money. The episode covers how his team built DIY Money.

The Future And Evolution Of M&A, And How Partnering Can Benefit All

Wed, 13 Jul 2022 17:43:00 -0300

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, and Eric Pucciarelli. These four financial professionals formed a partnership of affiliated oXYGen firms and share thoughts on the evolution of the business and why they chose to partner.