Interview: Rapid Charlotte-Area Growth Of Blueprint Financial Advisors

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, was highlighted by the BrandBuilders Podcast. The interview with President Andrea Swope shines a spotlight on how the firm organically grew from one partnering financial advisor in 2021 to a national network of advisors and more than $1 billion in assets under management today.

In the interview, Swope explains: “The platform that we’re building, when we meet with financial advisors, they have to culturally fit with what we’re doing. And that’s what has allowed us to grow as quickly as we have because it has mostly been organic. We meet one advisor, we love the way he’s running his practice, how he’s putting his clients first, chances he has four other advisors.”

Advisors who join Blueprint Financial Advisors gain access to comprehensive wealth management solutions in the areas of practice management, technology, in-house back-office capabilities, and customized asset management. This allows entrepreneurial advisors to focus their time on serving clients and nurturing prospects.

Swope elaborates: “We kind of joke, we’re like the wizards behind the curtain. Our financial advisors go to the marketplace with their brand, their d/b/a, their logo on their sign out front. Everyone will make comments like, ‘Who is Andrea Swope? What’s going on?’ But we’re OK with it, we have no ego in this. We just want to make sure we’re doing the right thing for the client.”

The BrandBuilders Podcast is hosted by Scott Dunstan and Brian Young and produced by The Dunstan Group, a Charlotte-area provider of branded merchandise and logoed apparel. The podcast features local brands, businesses, events, and special projects with a compelling story that goes deeper than their mission statement, marketing, or the product or service delivered.