Hiring of Samantha Large Enhances Blueprint’s Services for Advisors
November 8, 2023
Blueprint Financial Advisors, a wealth management firm that empowers financial advisors to focus on growing their business and serving clients rather than day-to-day-operations, expanded its commitment to supporting advisors by hiring Samantha Large as Relationship Manager. Large’s entire career has been in financial services, and she has a demonstrated track record of operational leadership and customer service.
“Blueprint’s financial advisor partners will benefit from Samantha’s experience with operations, marketing, business management, and advisor integration,” says Andrea Johnson Swope, President of Blueprint Financial Advisors. “Her leadership in these areas ensures we continue to provide an unmatched level of service.”
As Relationship Manager, Large is responsible for addressing head-on any challenges that arise for the firm’s advisor partners and crafting creative solutions that support:
- Relationship management with the firm’s advisors and their clients, including annual projects, quarterly reviews, and day-to-day task management
- Continuous tracking and improvement of practice management for the firm’s advisors
- Investment and asset management projects aimed at enhancing advisor’s day-to-day processes and productivity
- Transitioning advisors from current broker/dealer or registered investment advisor relationships to the Blueprint Financial Advisors platform
- Creating and distributing marketing materials for advisor’s current and prospective clients
“I firmly believe that financial advisors can dramatically improve their efficiency and productivity by collaborating with a wealth management firm that truly stands alongside them as a partner. That’s precisely what I’ve seen Blueprint Financial Advisors demonstrate to our advisor partners, and I’m motivated to not only meet their expectations but overdeliver,” says Large.
Prior to joining Blueprint Financial Advisors, Large was responsible for project management and transition services at a wealth management firm in Charlotte, NC. She earned a bachelor’s in political science with a pre-law concentration from Appalachian State University in Boone NC.
About Blueprint Financial Advisors
Blueprint Financial Advisors is a wealth management firm that empowers financial advisors to focus on growing their business and serving clients rather than day-to-day operations. The Blueprint Financial Advisors platform provides advisors with comprehensive wealth advisor solutions in the areas of practice management, technology, back-office capabilities, and customized asset management. Partnering advisors choose their level of independence, with most seeking to solve for succession, join a financial advisory practice, or affiliate with the Blueprint Financial Advisors RIA.