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’ll share advice for other advisors and firms considering merger and acquisition opportunities and how it can elevate your business, deepen client service, and create greater opportunities for future growth....
Jun 05, 2025•33 min•Ep. 14
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.
Apr 10, 2025•33 min•Ep. 13
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.
Feb 08, 2025•13 min•Season 1Ep. 7
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.
May 29, 2024•20 min•Season 1Ep. 12
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.
Mar 15, 2023•22 min•Season 1Ep. 11
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 our partner Quint Tatro of Joule Financial. Quint is the founder of the firm and the creator of a top-rated personal finance podcast called DIY Money. Learn how his team built DIY Money into an industry leading podcast.
Jan 27, 2023•23 min•Season 1Ep. 10
Economic policies and market trends over the past couple years have made now one of the most attractive times to sell your business our industry has ever seen. After learning this, many successful advisors ask themselves, will the seller’s market continue? What can I do to get top dollar for my business? How much am I giving up by selling? Our panel combines decades of industry experience to discuss these topics. The panel brings together long-time experts from each side of the equation: Stuart ...
Jan 03, 2023•58 min•Season 1Ep. 9
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, Eric Pucciarelli. These four financial professionals have come together to form an amazing partnership of affiliated oXYGen firms. They share thoughts on the evolution of the business, why they chose to partner up, and more.
Jul 13, 2022•23 min•Season 1Ep. 8
Stuart Silverman, President of Bluespring Wealth Partners, speaks with Roger David of Rinvelt & David, Jared White of Compass Capital Management, and Anne McCabe of Curo Private Wealth as they discuss their experiences in Bluespring's Successor Academy. The Successor Academy features industry experts and peer discussions to train the next generation of advisors.
Mar 23, 2022•38 min•Season 1Ep. 6
Join Bluespring Wealth Partners President Stuart Silverman in a lively discussion of how to navigate the treacherous path of organizational growth. Stuart interviews consultant Philip Palaveev, CEO of The Ensemble Practice, and entrepreneurs Mike Frazier, President & CEO of Bedell Frazier Investment Counselling and Tom Fee, Managing Director of $1+ billion firm Vector Wealth Management. We look to combine the best practices and management theory with the practical, real-life experience of in...
Jan 19, 2022•55 min•Season 1Ep. 5
Bluespring President Stuart Silverman has the opportunity to sit down with several financial professionals who have recently decided to sell their firms to Bluespring. Thomas Fee, Managing Director of Vector Wealth Management, Steve Gallo, Founding Partner of U.S. Financial Services, and Mike Frazier, President & CEO of Bedell Frazier Investment Counselling come together for a riveting panel discussion to explain why joining Bluespring was the right decision for their businesses.
May 13, 2021•37 min•Season 1Ep. 4
Ted Jenkin, CEO of oXYGen Financial, CEO of Hyperchat Social, and frequent contributor on CNN, CNBC, and The Weather Channel, sits down with Stuart Silverman, president of Bluespring Wealth Partners, to discuss Jenkin’s journey into M&A and the advice he has for others considering selling their own business. Tune in to hear more about finding a great G2, the value that investing in your business can have when it’s time to sell, and knowing when to make the transition.
Aug 24, 2020•36 min•Season 1Ep. 3
Bluespring President Stuart Silverman speaks with the following firm successors to learn about their experiences with business succession. Anne-Marie Laboe of Bernard R. Wolfe & Associates Brandon Hayes of oXYGen Financial Roger David of Rinvelt & David
May 26, 2020•33 min•Season 1Ep. 3
