The BluePrint Insurance Services Introduces The tru-BluePrint Comprehensive Client Approach to tru Independence’s Advisor Teams
SAN DIEGO--(BUSINESS WIRE)--Nov 15, 2018--The BluePrint Insurance Services has announced their partnership with tru Independence, LLC. The BluePrint is a full-service insurance agency committed to being the premier insurance partner for RIAs and comprehensive financial advisors. tru Independence empowers investment professionals with the tools and support they need to create successful independent investment advisory and wealth management firms.
Matt Meyer, co-founder of The BluePrint, is excited about this new opportunity. “tru Independence is a leader in the independent advisor marketplace,” Matt said. “We appreciate they see value in how we work with advisors and we look forward to adding more benefits to an already exceptional tru Advantage advisor platform.”
Doug Nichols, Managing Partner at tru Independence, commented that, “After meeting with several insurance providers, we identified The BluePrint as the most closely aligned with our vision. Their focus on the RIA vertical and understanding the advisors process provides a thoughtful and well executed approach to incorporating the risk management discussion into client conversations. Our goal is to continue to bring valuable partnerships to our advisors that we believe will help them deliver a better client experience and the tru-BluePrint fits well within this vision.”
The BluePrint will be rolling out The tru-BluePrint Comprehensive Client Conversation Approach, which is a turnkey program for tru advisors to execute on timely client conversations regarding risk management.
To learn more about The BluePrint Insurance Services, please visit www.tblueprint.com.
To learn more about tru Independence, please visit www.tru-ind.com.
About The BluePrint Insurance Services
The BluePrint’s mission is to be the premier insurance partner for RIAs and comprehensive financial advisors. The BluePrint provides an operational insurance platform that allows their partners to provide the highest level of insurance access and support. The BluePrint’s goal is to increase revenue, build enterprise value and create a more comprehensive client experience. The BluePrint’s consultative approach is delivered by a team of experienced professionals that have had longstanding careers in the financial services industry. Their experience has been in management roles working closely with advisors, business owners, CPAs and attorneys. They have successfully established themselves as a forward-thinking and adaptive group. The BluePrint is a member of AimcoR Group. AimcoR is a national Insurance Marketing Organization that distributes and services insurance and retirement products through a variety of platforms. For more information: visit www.tblueprint.com or call 619.404.3037.
About tru Independence, LLC
Through uncompromising investment in people and technology, tru Independence delivers a premier consulting and services platform for wealth management firms seeking independence and current RIA firms looking to maximize their core strengths. The firm diligently focuses on and invests in three core disciplines - business consulting, investment consulting and a commitment to drive new business to their partner firms.
To deliver open architecture solutions tru Independence leverages their intellectual capital, robust platform and its relationship with best in class vendors/providers. The company’s consultative process is defined by simplicity, clarity and transparency, grounded on the belief that its partners can best control their future by maintaining a majority interest in their firm. Drawing upon decades of industry experience, tru Independence is dedicated to ensuring its partner advisory firms maximize their enterprise value by adhering to the highest level of fiduciary care for their clients. For more information, please call (971) 371-3444 or visit us at www.tru-ind.com.
View source version on businesswire.com:https://www.businesswire.com/news/home/20181115005139/en/
CONTACT: The BluePrint Insurance Services
KEYWORD: UNITED STATES NORTH AMERICA CALIFORNIA
INDUSTRY KEYWORD: SMALL BUSINESS PROFESSIONAL SERVICES FINANCE INSURANCE
SOURCE: The BluePrint Insurance Services
Copyright Business Wire 2018.
PUB: 11/15/2018 11:03 AM/DISC: 11/15/2018 11:03 AM