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?