At Strategic Blueprint, we help you stand out from other independent financial advisory firms, as we develop a personalized growth plan for your business.
With our proven and thorough transition process, we strive to make the move as seamless as possible for those independent financial advisory firms joining Strategic Blueprint. Transition planning is critical to your growth. We can set you apart from other independent financial advisory firms because we know your business. So that we can help grow your business. Together, we will work with you to make your move to Strategic Blueprint as smooth as possible. When you join Strategic Blueprint, our Transition Team will coordinate with TD Ameritrade's transition services. Our comprehensive transition plan guides you through each step in the process in order to minimize business disruption for you and your clients. By working with Strategic Blueprint, your independent financial advisory firm will have access to all of our resources.