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Buying In To Buyer Personas
Director of Marketing Michelle Waymire, and Chief Technology Officer Patrick Hunt discuss the usefulness of persona based…
Why You’re Not Connecting With Prospects
Hint: It Has Nothing To Do With Your Resume Chances are you’re finding it hard to grow…
The Psychology of Risk with Victor Ricciardi
Victor Ricciardi is a Finance Professor at Goucher College in Baltimore, Maryland and co-editor of the book…

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Understanding Your Needs First

Our 4 step Advisor to the Advisor© approach is customized to each advisor relationship. Because our advisor partners are entrusted with handling the various needs of their clients, we believe that each advisor faces unique skills and challenges. We aim to serve their needs accordingly.

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Why We Partner With Independent Advisors

BPV CEO and Senior Partner Mike West discusses why BPV choses to focus on independent advisors.


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