Business Continuity

“In 2015, we reorganized and formed Crosspoint Wealth Advisors. Our motivation for that partnership was to be good stewards of the relationships we have with our clients and staff and to create a service model that could carry on with excellence well beyond our careers and lifetimes. By taking this very positive step in that direction, we feel like we have accomplished our goal by joining with Blue Trust.”

– Tom Dafnos & Brent Dunn
Co-founders of Crosspoint Wealth Advisors
Sr. Private Wealth Advisors, Blue Trust

Commit your works to the Lord and your plans will be established.

Proverbs 16:3

Peace of Mind in Your Absence

Your highest priority is to care for your clients and offer them financial peace of mind. In the event of your untimely death or disability, clients expect you to have a plan for their continued care.

Our experienced team offers centralized support, operational efficiencies, and personalized service to:

Continue serving your clients with excellence
Focus on learning about your clients’ personal financial situation and goals
Seamlessly transition and onboard your employees

What Makes a Successful Partnership?

In order to ensure a successful partnership, we look for alignment in the following key areas.

Culture: Participate in our covenantal culture where advisors desire to help clients make wise financial decisions based on biblical wisdom, emphasizing posterity and generosity.

Financial Planning Focus: Believe in foundation of financial planning and able to integrate it into counsel.

Investment Objectives: Offer goals-based investing and tie investment strategies to a client’s long-term planning objectives.

Continued Engagement: Desire to stay engaged after agreement is signed.

Growth Focused: Track record of growth and growth-minded leadership and mindset.

Fee Based: If not already fee-only, commit to move to that model, reinforcing objectivity in client advisement.

Business Support Services

Our experienced team offers the following centralized support and operational efficiencies.

Support for Growth

Digital Marketing & Lead Generation
Branding, Communications, & Events
Complementary & Specialized Services
Network of Strategic Partnerships

Employee Retention & Development

Professional Development
Coaching & Mentoring
Peer-to-Peer Collaboration

Operational Efficiencies

Technology Systems & Support
Financial Operations & Billing
Compliance, Legal, & Regulatory
Human Resources

Expanded Client Offerings

Bespoke Investment Solutions
Comprehensive Financial Planning
Philanthropic, Trust, & Estate Planning
Specialized Services for Institutions & Businesses

Continuity Process

Choosing a business continuity partner can be overwhelming. We follow a thorough and well-crafted process to prepare, develop, and execute your plan so that the future transition is as seamless as possible for your employees and clients.

Step 1: Get Acquainted & Align Expectations

Evaluate if both organizations align culturally & strategically. Determine critical success factors, potential challenges, & possible solutions.

Step 2: Sign Agreement

Establish a process for the transition of clients & employees upon death or disability. Specify terms for purchase of equity & clients at time of death or disability. Sign business continuity agreement. Draft and sign a business transition plan and legal agreement.

Step 3: Business Continues with Blue Trust Agreement in Place

Begin participating in Blue Trust corporate gatherings. Update your client & employee agreements to reflect Blue Trust as business continuity partner.

Step 4: Activate Agreement (When Needed)

Agreement takes effect upon death or disability. Blue Trust becomes your clients’ new fiduciary advisor serving them with excellence.

Why Blue Trust?

Our firm was founded on biblical principles of financial management. Comprehensive financial planning is a cornerstone of our business, and we have extensive resources and a proven fee-only structure for our services.

Questions about Joining Blue Trust?

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Trust and investment management accounts and services offered by Blue Trust, Inc. are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by any bank or bank affiliate, and are subject to investment risk, including possible loss of the principal amount invested. CFP Board owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.

*The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.

**All financials are as of 6/30/24 and subject to change.

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