Ep #133: Investing for the Future Leveraging a Firm-Within-a-Firm Model - An Interview with Andy Brincefield and James Matthews

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Today we have two guests on the show to talk about how they made their rarely practiced firm-within-a-firm service model a success. Andy Brincefield and James Matthews, CEO of Consolidated Planning and Managing Director of Consolidated Planning’s wholly owned subsidiary Blueprint, respectively, teamed up about a year ago to launch Blueprint as a new service model dedicated to NextGen clients. Given that Blueprint has its own advisors, marketing, recruiting, website, and office space, they have truly allowed the company to operate independently to reshape the planning process to the ideal fit for their target clients.

In this episode, we talk about how Andy and James approached branding this service model for success from the very beginning, how they got their broker-dealer on board with the idea, and so much more. If you work for a larger firm or are looking to build an XYPN-style service model but aren’t interested in being an entrepreneur and owning your own firm, then this episode is for you.

Listen to the Full Interview:

 

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What You'll Learn from This Episode:

  • How Andy and James grew their firm using a recruiter.
  • Why it made sense for the company to offer monthly financial planning services.
  • What kinds of advisors Blueprint looks to hire.
  • Why branding is so important in the new age of financial planning.
  • Advice Andy and James wish they could go back and give their younger selves.

Featured on the Show:

This Episode Sponsored By:

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Support for today’s episode comes from Ruby Receptionists, the only live remote receptionist service dedicated to helping financial service professionals win more clients and build trust. From their studio in Portland, Oregon, Ruby's friendly, professional receptionists ensure exceptional client experiences by answering calls live in English or Spanish, transferring calls, taking messages, addressing common questions, collecting new client intake, making follow up call and more—just like an in-house receptionist, at a fraction of the cost. Let Ruby help you turn rings into relationships! For a special offer visit callruby.com/XYPN and use promocode XYPN Or call (844) 853-7829


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Andy Brincefield: Registered Principal and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 4201 Congress Street, Suite 295, Charlotte, NC 28209, (704)-552-8507. Securities products and advisory services offered through PAS, member FINRA, SIPC. General Agent of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is an indirect, wholly-owned subsidiary of Guardian. Consolidated Planning is not an affiliate or subsidiary of PAS or Guardian.

James Matthews: Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 4201 Congress Street, Suite 295, Charlotte, NC 28209, (704)-552-8507. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is an indirect, wholly-owned subsidiary of Guardian. Blueprint is not an affiliate or subsidiary of PAS or Guardian. 2018-52144 exp 01/2020.

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