401kFiduciaryOptimizer Infographic
401kFiduciaryOptimizer moves the needle for advisors plan practice! Their success in getting appointments with CFOs stems from this simple fact. 401kFO uses sophisticated quant algorithms to optimizer three things that...Read More
Vital Tips to Offering Fiduciary-Friendly Rollover Advice
One fiduciary-friendly rollover advice can come in the form of the explanation why rollover would benefit a client. For example, if a client currently has 401k plan with an employer,...Read More
The Importance of Making a Sample Financial Plan For Your 401k Clients
In his recent Periscope broadcast, Michael Kitces talks about the necessity to create a Sample Financial Plan for prospective and new clients as an essential step in building trustful relationships...Read More
15 Weekly Stats: Week of November 5, 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