Hosted by Avidian Wealth Solutions · 🇺🇸 US · EN-US · 17 episodes
Established thought leaders with verified media credentials.
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.
Avidian Wealth Solutions hosts The Advisor Blueprint, a business show with 17 episodes published.
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 bran
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 cos
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 more e
🚨 Why do so many RIAs get stuck at the $500 Million AUM Plateau? In this episode of The Advisor Blueprint, Jim Atkinson (Managing Partner of Avidian Wealth Solutions) and Jordan Christa (Wealth Management Matchmaker™) b
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 at A
Are you an RIA founder feeling exhausted, overwhelmed, and stuck wearing too many hats? You're not alone. In this candid episode of The Advisor Blueprint, Jordan Christa and Jim Atkinson (Managing Partner & Head of M&A a
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 big co
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, turnin
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 platform.
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 back th
Every advisor claims they want a successor… yet 90% of “partnership tracks” collapse before they ever get off the ground. In this candid, no-filter episode, Jordan Christa puts Avidian Wealth Solutions’ Managing Partner
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, Managing 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 four hi
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 but
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 financ
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 Systems. I
Disclaimer: 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 of any specifi
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The Advisor Blueprint is hosted by Avidian Wealth Solutions. The show is categorised under business (careers) and has published 17 episodes.
The Advisor Blueprint has published 17 episodes.
The Advisor Blueprint regularly covers business, careers. It sits in the business category, with a careers focus.
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