The Blueprint Podcast Sat, 29 Aug 2026 22:40:00 -0400 https://joinsilveroaksecurities.com/podcast/ en-us © 2026 The Blueprint Podcast yes cc00f9e1-a637-5ca5-abd1-60e8ec7651ef Billy Hopkins & Kyle Kuyat episodic false Buzzsprout (https://www.buzzsprout.com) financial professional, financial advisor, cfp, blueprint, silver oak securities, ria, registered investment advisor, certified financial planner Billy Hopkins & Kyle Kuyat https://storage.buzzsprout.com/du7nws6ku8zngty93msjsx4ai43r?.jpg The Blueprint Podcast https://joinsilveroaksecurities.com/podcast/ Billy Hopkins Kyle Kuyat How to Serve Your Clients' Values, Behaviors, & Money w/Jim Kreid - Ep. #9 How to Serve Your Clients' Values, Behaviors, & Money w/Jim Kreid - Ep. #9 In today’s episode we talk with Jim Kreid of Solid Rock Retirement Strategies. Clients are people, and Jim breaks down how he serves their vales, behaviors, and money. Jim runs a very successful practice out of Peoria, IL and is an Amazon best seller.

Topics We Cover Include:

  • How Jim built himself, his team, and his business.
  • Value investing and why it matters.
  • Why having the right tools helps you serve your clients better.
  • How to manage your clients' values.
  • The behavioral side of planning.

Learn More About Blueprint
Learn More about Jim & Solid Rock
Learn More about Silver Oak

Securities and Registered Investment Advisory Services offered through Silver Oak Securities, Inc. Member FINRA / SIPC. Past performance is not necessarily indicative of future results.

]]> In today’s episode we talk with Jim Kreid of Solid Rock Retirement Strategies. Clients are people, and Jim breaks down how he serves their vales, behaviors, and money. Jim runs a very successful practice out of Peoria, IL and is an Amazon best seller.

Topics We Cover Include:

  • How Jim built himself, his team, and his business.
  • Value investing and why it matters.
  • Why having the right tools helps you serve your clients better.
  • How to manage your clients' values.
  • The behavioral side of planning.

Learn More About Blueprint
Learn More about Jim & Solid Rock
Learn More about Silver Oak

Securities and Registered Investment Advisory Services offered through Silver Oak Securities, Inc. Member FINRA / SIPC. Past performance is not necessarily indicative of future results.

]]> Billy Hopkins & Kyle Kuyat Buzzsprout-11031058 Tue, 01 Nov 2022 06:00:00 -0400 2915 jim kreid, blueprint podcast, silver oak securities 1 9 full false The Importance of Planning & Creating A Process w/Meredith & Adam Dekker Ep. #6 The Importance of Planning & Creating A Process w/Meredith & Adam Dekker Ep. #6 In today’s episode we talk with Adam & Meredith Dekker of Dekker Financial. 

Topics We Cover Include:

  • Technology
  • Financial Planning 
  • Client Experience
  • Divorce Planning
  • Succession

Learn More About Blueprint
Learn More about Dekker Financial
Learn More about Silver Oak

Securities and Registered Investment Advisory Services offered through Silver Oak Securities, Inc. Member FINRA / SIPC.

]]> In today’s episode we talk with Adam & Meredith Dekker of Dekker Financial. 

Topics We Cover Include:

  • Technology
  • Financial Planning 
  • Client Experience
  • Divorce Planning
  • Succession

Learn More About Blueprint
Learn More about Dekker Financial
Learn More about Silver Oak

Securities and Registered Investment Advisory Services offered through Silver Oak Securities, Inc. Member FINRA / SIPC.

]]> Billy Hopkins & Kyle Kuyat Buzzsprout-11032959 Wed, 12 Oct 2022 06:00:00 -0400 2468 full false Why You Need A Reliable Parter In An Unpredictable Market w/Brad Kasper - Ep. #5 Why You Need A Reliable Parter In An Unpredictable Market w/Brad Kasper - Ep. #5 In today’s episode we talk with Brad Kasper of LSA Portfolio Analytics. Brad provides financial professionals with tools and infrastructure for managing portfolios so that they can spend more time with their clients. They do this by combining portfolio management, research, and customized presentation materials to financial professional across the country. 

Topics We Cover Include:

  • How LSA helps busy financial professionals.
  • Why leveraging a research firm can help you run your practice.
  • Navigating headwinds in today's market.

 Learn More About Blueprint
Learn More about LSA & Brad
Learn More about Silver Oak

Securities and Registered Investment Advisory Services offered through Silver Oak Securities, Inc. Member FINRA / SIPC.

]]> In today’s episode we talk with Brad Kasper of LSA Portfolio Analytics. Brad provides financial professionals with tools and infrastructure for managing portfolios so that they can spend more time with their clients. They do this by combining portfolio management, research, and customized presentation materials to financial professional across the country. 

Topics We Cover Include:

  • How LSA helps busy financial professionals.
  • Why leveraging a research firm can help you run your practice.
  • Navigating headwinds in today's market.

 Learn More About Blueprint
Learn More about LSA & Brad
Learn More about Silver Oak

Securities and Registered Investment Advisory Services offered through Silver Oak Securities, Inc. Member FINRA / SIPC.

]]> Billy Hopkins & Kyle Kuyat Buzzsprout-10418685 Tue, 12 Apr 2022 07:00:00 -0400 2439 full false A Teaching Focus With A Professional Process w/Ryan Ledden - Ep. #4 A Teaching Focus With A Professional Process w/Ryan Ledden - Ep. #4 In today’s episode we talk with Ryan Ledden of Black Oak Asset Management. Ryan was a formal professional baseball player, turned teacher, turned financial professional.

Topics We Cover Include:

  • How Ryan Incorporates his teaching & coaching philosophy in his practice.
  • How to create and establish systems and a process that works
  • How to build trust and effectively grow your practice.
  • Creating a message that resonates with your ideal client.

 Learn More About Blueprint
Learn More about Ryan
Learn More about Silver Oak

Securities and Registered Investment Advisory Services offered through Silver Oak Securities, Inc. Member FINRA / SIPC.

]]> In today’s episode we talk with Ryan Ledden of Black Oak Asset Management. Ryan was a formal professional baseball player, turned teacher, turned financial professional.

Topics We Cover Include:

  • How Ryan Incorporates his teaching & coaching philosophy in his practice.
  • How to create and establish systems and a process that works
  • How to build trust and effectively grow your practice.
  • Creating a message that resonates with your ideal client.

 Learn More About Blueprint
Learn More about Ryan
Learn More about Silver Oak

Securities and Registered Investment Advisory Services offered through Silver Oak Securities, Inc. Member FINRA / SIPC.

]]> Billy Hopkins & Kyle Kuyat Buzzsprout-10255289 Tue, 05 Apr 2022 07:00:00 -0400 2916 1 4 full false The Value of Incorporating Values In Your Business w/Kevin Korhorn - Ep. #3 The Value of Incorporating Values In Your Business w/Kevin Korhorn - Ep. #3 In today’s episode we talk with Kevin Korhorn of Korhorn Financial Group. Kevin and his team of 77+ professionals serve thousands of clients by focusing on delivering financial wisdom and incorporating strong values into everything they do. To back it up they generated over $1.3 million in planning fees and have over $650 million in AUM. 

Topics We Cover Include:

  • How Kevin built himself, his team, and his business.
  • The difference between a job, career, and a calling.
  • Building and incorporating systems. (EOS)
  • How to serve your clients.
  • The value of incorporating values in your business.

Learn More About Blueprint
Learn More about Kevin
Learn More about Silver Oak

Securities and Registered Investment Advisory Services offered through Silver Oak Securities, Inc. Member FINRA / SIPC.

]]> In today’s episode we talk with Kevin Korhorn of Korhorn Financial Group. Kevin and his team of 77+ professionals serve thousands of clients by focusing on delivering financial wisdom and incorporating strong values into everything they do. To back it up they generated over $1.3 million in planning fees and have over $650 million in AUM. 

Topics We Cover Include:

  • How Kevin built himself, his team, and his business.
  • The difference between a job, career, and a calling.
  • Building and incorporating systems. (EOS)
  • How to serve your clients.
  • The value of incorporating values in your business.

Learn More About Blueprint
Learn More about Kevin
Learn More about Silver Oak

Securities and Registered Investment Advisory Services offered through Silver Oak Securities, Inc. Member FINRA / SIPC.

]]> Billy Hopkins & Kyle Kuyat Buzzsprout-10249639 Tue, 29 Mar 2022 07:00:00 -0400 2919 1 3 full false How To Go From A "Financial Professional" to "Business Owner" w/Billy Hopkins - Ep. #2 How To Go From A "Financial Professional" to "Business Owner" w/Billy Hopkins - Ep. #2 In today’s episodeBilly Hopkins & Kyle Kuyat discuss how to transition from being a financial professional to a business owner. Many financial professionals may want to embark on the journey of becoming a business owner and building something bigger than themselves. 

Topics We Cover Include:

  • 4 Key Areas You Need To Have Ready to Make the Shift.
  • How To Find Your Unique Ability
  • How To Build A Team & Process.
  • Building Blocks Needed.
  • "Who" NOT "How"

Learn More About Blueprint

Learn More About Silver Oak


Securities and Registered Investment Advisory Services offered through Silver Oak Securities, Inc. Member FINRA / SIPC.

]]> In today’s episodeBilly Hopkins & Kyle Kuyat discuss how to transition from being a financial professional to a business owner. Many financial professionals may want to embark on the journey of becoming a business owner and building something bigger than themselves. 

Topics We Cover Include:

  • 4 Key Areas You Need To Have Ready to Make the Shift.
  • How To Find Your Unique Ability
  • How To Build A Team & Process.
  • Building Blocks Needed.
  • "Who" NOT "How"

Learn More About Blueprint

Learn More About Silver Oak


Securities and Registered Investment Advisory Services offered through Silver Oak Securities, Inc. Member FINRA / SIPC.

]]> Billy Hopkins & Kyle Kuyat Buzzsprout-10249500 Tue, 22 Mar 2022 07:00:00 -0400 1447 1 2 full true How Financial Professionals Can Capitalize On Today's Opportunity - Ep. #1 How Financial Professionals Can Capitalize On Today's Opportunity - Ep. #1 In today’s episode we talk with Billy Hopkins,  President of Silver Oak Securities. Billy started Silver Oak in 1999, today there are over 157 professionals at the firm and we are growing rapidly. We created the podcast to serve financial professionals and share the roadmap that can transition them to the next phase of their career and personal life. 

Topics We Cover Include:

  • What the Blueprint Podcast stands for and how we serve financial professionals.
  • The start of Silver Oak.
  • The opportunity for today's advisors with over 20 million "millionaires" in America.
  • What's to come on the show!

Learn More About Blueprint

Learn More About Silver Oak


Securities and Registered Investment Advisory Services offered through Silver Oak Securities, Inc. Member FINRA / SIPC.

]]> In today’s episode we talk with Billy Hopkins,  President of Silver Oak Securities. Billy started Silver Oak in 1999, today there are over 157 professionals at the firm and we are growing rapidly. We created the podcast to serve financial professionals and share the roadmap that can transition them to the next phase of their career and personal life. 

Topics We Cover Include:

  • What the Blueprint Podcast stands for and how we serve financial professionals.
  • The start of Silver Oak.
  • The opportunity for today's advisors with over 20 million "millionaires" in America.
  • What's to come on the show!

Learn More About Blueprint

Learn More About Silver Oak


Securities and Registered Investment Advisory Services offered through Silver Oak Securities, Inc. Member FINRA / SIPC.

]]> Billy Hopkins & Kyle Kuyat Buzzsprout-10248502 Mon, 14 Mar 2022 15:00:00 -0400 863 1 1 full false