Bluespring Wealth Partners Out Loud Podcast

BluespringWealthPartners
  • 5.0 (2)
  • Investing

Our new podcast was launched to help business owners create what’s next. The Bluespring method focuses on succession planning, creating flexible ownership arrangements, providing capital support, and optimizing your earn-out.

  1. 08/13/2025

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

    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 process succession process as smooth as possible. Advisor panel includes:

    29 min

  2. 06/05/2025

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

    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.

    33 min

  3. 04/10/2025

    Ep 13: Navigating the Changing Landscape of Firm Valuations, M&A Trends, and Investing in Next-Gen Advisors

    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.

    33 min

  4. 02/08/2025

    Ep 7: Finding and Partnering With A G2 Advisor

    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.

    13 min

  5. 05/29/2024

    Ep 12: Choosing the Right Partner for Your RIA

    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.

    20 min

  6. 03/15/2023

    Ep 11: Navigating Change and Building Culture in a Fast-Growing Advisory Firm

    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.

    22 min

  7. 01/27/2023

    Ep 10: How To Build A Podcast Ft. Quint Tatro

    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.

    23 min

  8. 01/03/2023

    Ep 9: Industry Influencers And Experts Reveal What Is Driving Valuations Now

    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 Silverman Chairman of Bluespring Wealth Partners, a leading acquisition firm, and David Canter, President of Bluespring Wealth Partners, David Abbott President of Cambridge International Partners, a banking firm providing M&A services to the investment management space since 1989, and Philip Palaveev CEO of the Ensemble Practice, a top consultant who helps financial advisors grow their practices to make them more valuable.

    58 min
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Ratings & Reviews

5
out of 5
2 Ratings

About

Our new podcast was launched to help business owners create what’s next. The Bluespring method focuses on succession planning, creating flexible ownership arrangements, providing capital support, and optimizing your earn-out.

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