Blue Duck Wealth Management Launches New Advisor Portal for Their Financial Advisors

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The new Blue Duck advisor portal allows members direct access to training systems, mentor-ship and lead generation tools.

Blue Duck Wealth Management

"One of the most important aspects in any business is the need to build relationships..."

Today, SEC-registered RIA, Blue Duck Wealth Management announced the launch of a new advisor portal for its website: The portal will be a key feature and highlight for Blue Duck financial advisor members interested in learning new ways to refine their skills through training, mentoring, and collaboration.

The advisor portal will provide education on investing, retirement, and financial planning, in addition to personalized training, mentorship, proven marketing strategies, lead generation tools, and access to supported vendors.

Frank Akridge, the President of Blue Duck Wealth Management, is the primary contact to becoming a member of the RIA. With over 17 years’ experience in comprehensive financial planning, Frank understands the obstacles advisors face daily, and genuinely cares about the relationship he builds with each advisor to help them to grow a balanced practice. His strategy focuses on mentorship and coaching to guide the advisor in successfully reaching his full potential. “One of the most important aspects in any business is the need to build relationships, all while maintaining a client’s best interest. The training and mentoring I offer are proven to help the advisor best connect with their client, leading to a long-lasting relationship.”

To gain access to the advisor portal, financial advisors must become a member of Blue Duck Wealth Management. Once a member, advisors will have full access to the portal. Please visit to learn more about becoming an advisor under the RIA or contact Frank Akridge directly,

About Blue Duck Wealth Management

Blue Duck Wealth Management is an SEC-registered RIA, leading the industry with personalized service in wealth management, marketing technology, business mentoring, education, and compliance. Built for advisors by advisors, Blue Duck is dedicated to assist advisors in growing their practice by exclusively working with advisors ready to overcome the obstacles without compromises values. An elite platform, the RIA is focused on uniting financial advisors who share the same vision.


Disclosures: The Optimized RIA d/b/a/ Blue Duck Wealth Management is a SEC-registered investment advisor. The firm only transacts business where they are properly registered or are otherwise exempt from registration. SEC registration does not constitute an endorsement of the firms by the Commission nor does it indicate that the advisors have attained a particular level of skill or ability. The firm does not take responsibility for an advisor's compliance program. All investment strategies have the potential for profit or loss. There are no assurances that an investor's portfolio will match or outperform any particular benchmark. This communication is issued by Blue Duck Wealth Management. It is for informational purposes and is not an official confirmation of terms. (OA 59 12/12/2017)

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Kathryn Howard
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