5 Articles for your weekend reading list: September 22-23, 2018
Here are five suggested articles to read this weekend: 1. STOP Being a Monday Morning 401k Quarterback – It’s easy to walk into a prospect meeting, look at the 401k plan playback...Read More
The ultimate tool for documenting every part of your best-interest practice
Here is why IRAFiduciaryOptimizer is the ultimate tool for documenting every part of your best-interest practice: Create a comprehensive best interest report that will analyze investment fees, plan fees, advisory fees,...Read More
5 Ways Larkspur-Rixtrema tools will help you become a better fiduciary
Here are a few quick facts on how Larkpur-Rixtrema tools will help you become a better fiduciary because: 1. Larkspur-RiXtrema tools will help you get a better understanding of the...Read More
Follow These 4 Simple Steps to Win Over Prospects and Grow your Practice
Over the years we have developed an extensive database of 401K plan menus and the contact information for executives that work at the plan sponsor. By combining this information with...Read More
15 Weekly Stats: Week of September 17, 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...Read More
Building and Managing Your Retirement Plan Pipeline
One analogy I often use is that a qualified plan database (or any prospecting database) is like a gym membership. You can get all sorts of benefits from it, but...Read More