BLAKE JORDAN – Practice Management Consultant
Blake plays a pivotal role in supporting financial advisors in three core areas:
- Advisory Practice Development
- Creating service offerings aligned with client needs and desires
- Designing thoughtful, operationally efficient, and scalable client experiences
- Communications
- Helping advisors convey their unique value
- Developing clear messaging around personalized advisory services and investment strategy
- Integrating behavioral financial guidance to help clients feel understood and supported
- Portfolio Execution
- Alignment between portfolio management and current practice needs
- Adaptations for unique client segments
- Tailored Education
Blake holds a B.A. in psychology from the University of Alabama. Prior to joining Toews he worked as a financial advisor and served as a Behavior Interventionist under a Board Certified Behavior Analyst-Doctoral® (BCBA-D®) led program. The combined experience in behavioral systems and instructional design profoundly influenced his approach to advisor-client relationships.
On a personal note, Blake is happily married, a proud owner of two dogs. He holds a black belt in Brazilian Jiu-Jitsu and is a primary grappling coach at Port City Combat Sports.with a concentration in Financial Management from IONA College and a B.A. in Economics from the University at Albany.