How You can Answer the “What if” Question When it Comes to Your Client’s Portfolio
To an investor who’s trusted an advisor with their retirement savings, they aren’t just any ordinary person anymore. The fiduciary duty of an advisor to their client is one of...Read More
Case Study: Winning 401K Business by Knowing Who Is Around You
Our client recently launched his RIA business in the suburbs of Chicago. He is determined to grow by prospecting as much as possible and using every opportunity to approach various plan sponsors. He had scheduled a meeting with a prospect and wanted to use that meeting as a pretext to get meetings with other prospects in the immediate area. He reached out to us for guidance on how to accomplish his plan
Where Cryptocurrency Lost Its Way & How It Can Still Take Over Internet
Bitcoin certainly flames the passions. Usually reserved academics start to sound like fiery pastors preaching against the evil one when topic of Bitcoin is brought up. Central bankers call it...Read More
15 Weekly Stats for Financial Advisors: Week of January 28, 2019
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
Case Study: How to Quickly Find Plan Executives to Prospect More Efficiently
What can be done? How can an advisor get in touch with the right people and be more successful in contacting a plan sponsor?
Sleepwalking with the 2019 Global Risk Report
The Global Risks Report 2019, published by the World Economic Forum, was released on January 15, 2019. It is the perfect report to read on a dreary winter afternoon and...Read More