business
Hosted by Avidian Wealth Solutions · business · EN-US
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. 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.
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Contact path
Public web form
Booking probability
29%
Guest openness
Selective
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Signup to Generate a PitchJoin 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.
The Advisor Blueprint is hosted by Avidian Wealth Solutions. The show has published 20 episodes to date.
Recent episodes include "Multi-Office RIAs: Scale Advantage or Cultural Disaster?" (8 June 2026, 14 minutes), "The RIA Margin Squeeze: Why Profits Feel Tighter Despite Growing AUM" (2 June 2026, 24 minutes), and "Why Younger Advisors Keep Leaving (And How to Attract & Keep the Best Ones)" (26 May 2026, 17 minutes).
The Advisor Blueprint publishes roughly monthly, with episodes averaging 21 minutes across 20 episodes.
Booking probability for The Advisor Blueprint is 29%, and the host is rated Selective on guests. The Advisor Blueprint requires a Pod Score of 80 or higher. The Advisor Blueprint's contact route on record: public web form.
The strongest fits for The Advisor Blueprint are Investment Banking & Trading. The Advisor Blueprint has a business audience.
Avidian Wealth Solutions hosts The Advisor Blueprint, a business podcast with 20 episodes published.
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The Advisor Blueprint
<p>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...
The Advisor Blueprint
<p>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...
The Advisor Blueprint
<p>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...
The Advisor Blueprint
<p>🚨 Why do so many RIAs get stuck at the $500 Million AUM Plateau?</p><p>In this episode of The Advisor Blueprint, Jim Atkinson (Managing Partner of Avidian Wealth Solutions) and Jordan Christa (Wealth Management...
The Advisor Blueprint
<p>In this episode of The Advisor Blueprint, hosts Jim Atkinson, Managing Partner at Avidian Wealth Solutions, and Jordan Christa, The Wealth Management Matchmaker™, sit down with Rachel Daniels, Director of Operations...
The Advisor Blueprint
<p>Are you an RIA founder feeling exhausted, overwhelmed, and stuck wearing too many hats? You're not alone.</p><p>In this candid episode of The Advisor Blueprint, Jordan Christa and Jim Atkinson (Managing Partner &...
The Advisor Blueprint
<p>Are you just a badge number on a spreadsheet... or a valued name on the team? In this eye-opening episode of The Advisor Blueprint, hosts Jim Atkinson and Jordan Christa dive deep into the real differences between...
The Advisor Blueprint
<p>In this episode of The Advisor Blueprint, Jim Atkinson (Head of M&A at Avidian Wealth Solutions) and Jordan Christa explore how the wave of advisor retirements is fueling RIA M&A. Many firms lack succession plans...
The Advisor Blueprint
<p>Hosts Jordan Christa and Jim Atkinson (Head of M&A and Managing Partner at Avidian Wealth Solutions) team up with Chris Brown, a 20+ year RIA expert who built, sold, and led inside a major private equity-backed...
The Advisor Blueprint
<p>The M&A headlines are loud, but the real organic growth in 2025 is being decided right now in the trenches. Host Jordan Christa and Jim Atkinson, Managing Partner and Head of M&A at Avidian Wealth Solutions, pull...
The Advisor Blueprint
<p>Every advisor claims they want a successor… yet 90% of “partnership tracks” collapse before they ever get off the ground.</p><p>In this candid, no-filter episode, Jordan Christa puts Avidian Wealth Solutions’...
The Advisor Blueprint
<p>Why do so many successful advisory firms suddenly stall at $150M, $300M, $500M, or $1B+ in AUM? Hosts Jim Atkinson, Managing Partner at Avidian Wealth Solutions, and Jordan Christa, the RIA Matchmaker, reveal the...
The Advisor Blueprint
<p>Most RIA founders spend decades building their firm only to watch succession plans collapse because they search for a "ready" successor instead of deliberately growing one. In this episode, hosts Jim Atkinson...
The Advisor Blueprint
<p>Shifting gears to the people side, scaling a financial advisory firm feels like herding cats in a thunderstorm, especially for client-facing roles. Broadly, the industry's screaming for folks who aren't just skilled...
The Advisor Blueprint
<p>In a sea of "holistic," "fiduciary," and "client-first" advisors all singing from the same credential choir, why do some firms explode with growth while others grind endlessly? Dr. Joshua Wilson, PhD in behavioral...
The Advisor Blueprint
<p>Hosts Jim Atkinson, Managing Partner at Avidian Wealth Solutions, and Jordan Christa, The Wealth Management Matchmaker, welcome Jason Westover, an AI expert with over 20 years in financial services from Pareto...
The Advisor Blueprint
<p>Disclaimer: <br/><br/>Avidian Wealth Solutions is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase...
Recent guests on The Advisor Blueprint. Study who booked and why before you pitch.
High Performance & Rugby Consultant, Leadership Coach, Keynote Speaker, 2x Team USA Olympic Rugby Coach, Covenant HealthCare College of Medicine at Central Michigan University
licensed Florida real estate broker, United Ethos Wealth Partners
Avidian Wealth Solutions
Avidian Wealth Solutions
PitchCentric classifies The Advisor Blueprint under these industries. Guests from them are the closest fit, and each links to the best podcasts in that industry.
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