15 Useful Weekly Stats for Financial Advisors: Week of July 16, 2018
Matt Meyer and Michael Robinson are founders of The BluePrint Insurance Services. Their mission is to be the premier insurance partner for RIAs and comprehensive financial advisors. The BluePrint provides an...Read More
Manage Your Client’s Risk and Perception Of It (Video)
We built Portfolio Crash Testing to help you get and keep clients. All advisors use PCT to visually demonstrate the risk profile, adjust loss level to the one that client...Read More