A Show For Independent Financial Professionals
Presented By Silver Oak Securities
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ABOUT THE SHOW
A podcast for financial professionals, by financial professionals, BluePrint is a guide for those on the path to independence. Whether you’re beginning to kick the tires, or you’ve been an independent professional for years and you’re simply looking to hone your skills, modernize your practice, and fortify your client relationships, this show is for you.
We cover topics that dig deeper into helping financial professionals become better entrepreneurs, grow their practices, and think differently. Discussing everything from high level strategy to the nitty gritty, day-to-day operations that make a big impact, our goal is to empower you with the resources you need to thrive.
ABOUT THE HOSTS
Kyle Kuyat is the VP of Business Development at Silver Oak Securities, Inc. In this role, Kyle is responsible for the growth of Silver Oak and its professionals.
Committed to keeping his foot on the gas in his career and education, Kyle is in the five percent of CFP® professionals under 30 years old. Prior to joining Silver Oak, he served as Sales Team Lead at Jackson National.
Kyle is a CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant, and Retirement Income Certified Professional. He’s insurance licensed for life and variable contracts; and holds his FINRA Series 6 & 63 licenses.
Billy Hopkins is President and CEO of Silver Oak Securities, Inc. Billy Started the firm in 2000 and has served the role since inception. He holds a series 7, 24, 4, 66 & 53. Billy earned a business degree from Lambuth University in Jackson, TN. Billy is married to Rachel and has two boys Sam & Jude. His hobbies are music, trail running and sports, including Tennessee Volunteers and St. Louis Cardinals.
CHAMPIONING THE INDEPENDENT FINANCIAL PROFESSIONAL
Silver Oak is a leading hybrid RIA empowering independent financial professionals to shape the future of financial services by marrying the autonomy and individuality of smaller firms with the back-office power and support typically reserved for large broker-dealer institutions. We help financial professionals find their voice and make an impact–not only on the lives of those they serve, but in our business, as well.