5 Things You Can Do Right Now to Be a Better Financial Advisor
How can one excel above the competition as an advisor? Here are five things you can start doing right now to become a better financial advisor and in turn grow...Read More
The Proof Is In The Pudding: How portfolio crash testing worked for me.
In the last post I discussed my history using Portfolio Crash Testing’s (PCT) big brother, Riskostat. Riskostat shares the same DNA with PCT, but Riskostat contains more features like risk factor...Read More
15 Weekly Stats: Week of August 13, 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
The Complete Guide to the 404(c) Diversification Report
Below is your complete guide (with corresponding screenshots) to the 401kFiduciaryOptimizer 404(c) Diversification Report: Diversification addresses a plan lacking diversifying investments; it does not address overlap in the menu. It...Read More
A new way to think about visually dynamic tools for financial advisors
As noted in an article from WealthManagement.com, visually dynamic tools with a great education message are a huge weapon for advisors in the modern world. With the kind of advancements...Read More
Why prospecting through social media is a must for financial advisors
We all know how important it is to upkeep prospecting techniques if we want to grow our business. The majority of advisors who became successful in the industry are able...Read More