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Recent Posts

BPV Quarterly Market Update – Q2 2016
The first quarter of 2016 ended with a strong rally in risk assets that brought US equity markets…
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The CRM Secret Sauce: An Overview for Financial Advisors
Alex Trammell and Jeff Thomas discuss the adoption and use of Customer Relationship Management systems within the…
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BPV Announces Exciting New Tech Partnership, Focus On Advisors
BPV Advisor Strategies Partners with Energy Startup Fiveworx to Better Serve Financial Advisors KNOXVILLE, Tenn., July 12,…
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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.

See more about our process.

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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Digital Marketing

Build the foundation for your digital empire with help from BPV.

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Practice Building

Uncover hidden abilities, build a niche, or just stand out from the crowd.

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Market Insights

Hear from our experts on market activity and economic news.

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