Program will reimagine the way advisory firms generate new business, strengthening pipeline and increasing speed of new leads

Bluespring Wealth Partners, LLC, an industry-leading acquirer and partner of best-in-class wealth management firms, today announced Blueprint for Growth, designed to stimulate consistent and sustainable growth among its partner firms. This new program helps address a core challenge for advisory firms — attracting and retaining new clients.

With nearly two-thirds of RIAs relying on referrals to grow their business, it’s now more important than ever for financial advisors to possess the knowledge, skills, and tools to help them generate, nurture, and close leads as a supplement to their existing pipeline. As a targeted support program, Blueprint for Growth will help Bluespring's partner firms with client acquisition and effective lead generation in order to increase revenue and ultimately drive B2C growth — ushering in a new era of business development, while bolstering the pipeline and speed of conversion for new leads at their partner firms.

“We’re committed to driving growth among our partner firms and the introduction of this initiative reflects that goal,” said David Canter, President of Bluespring. “Many solutions in the marketplace focus on only parts of the funnel, and our research has shown there is a need for a more comprehensive solution. Blueprint for Growth will help our high-quality firms achieve strong performance within their local markets by facilitating connections with investors who need fiduciary-based advice.”

Blueprint for Growth is currently taking six partner firms through four integrated program tracks to identify new avenues for business, including:

1. Advisor marketing coaching and custom content creation led, by FiComm Partners
2. AI-powered lead optimization through a partnership with Catchlight.ai
3. Custom marketing campaigns produced by the centralized Bluespring marketing team.
4. Growth-centric sales coaching for both financial professionals and client-facing associates, led by The Collaborative. 

“This program is an extension of our commitment to develop scale and leverage for our partner firms by building a comprehensive wealth management platform,” shared Angela Osborne, COO of Bluespring. “We’re excited to lead the charge when it comes to how advisors generate new business. Blueprint for Growth is an end-to-end solution that integrates each step of the business development process, addressing ongoing issues that RIAs face. These include rising client acquisition costs alongside declining prospect-to-client conversion rates, and the juggling of disparate tools that focus on individual parts of the lead-generation journey with no comprehensive structure tying the elements together. As an integrated B2C solution, the Blueprint for Growth program will accelerate growth and build efficiencies within the entire Bluespring network, creating a culture of referral and growth for partner firms to ensure future business growth, sustainability, and value.”

About Bluespring Wealth Partners, LLC

Through a highly customized and people-centric approach, Bluespring Wealth Partners is dedicated to the acquisition and support of the industry’s premier wealth management firms. In partnering with best-in-class wealth advisors and their teams, Bluespring Wealth Partners looks to perpetuate and enhance the value that they bring their clients, providing continuity and new opportunities in the process. Bluespring Wealth Partners was established with the express purpose of helping entrepreneurs take their business to the next level of growth through successor identification and training, industry-leading consulting and operational resources, flexible ownership arrangements, and institutional capital support. By focusing on partnership as the driver of success, Bluespring Wealth Partners empowers wealth management firm owners to elevate their business without sacrificing their entrepreneurial spirit, founding principles, and long-term vision.

Bluespring Wealth Partners is a subsidiary of Kestra Holdings.

Securities offered through Kestra Investment Services, LLC and investment advisory services offered through Kestra Advisory Services, LLC.

For more information about Bluespring Wealth Partners, please visit www.bluespringwealth.com.

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