11 Client Acquisition Tips for Financial Advisors
Blog, blog, blog Be Original Having a Target Market Makes you Memorable! A Bit of Networking can go a Long Way Know Your Numbers Modernize Improvise Hold a Free Seminar...Read More
Case Study: Diversifying 401(k) Plans as a Great Prospecting Opportunity
The Ask: Creating a great proposal that will increase interest from your prospects should be ideal not only in terms of cost-efficiency but also in terms of diversification. While cost-efficiency...Read More
15 Weekly Stats for Financial Advisors: Week of March 11, 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
How Vanguard is Staying Competitive with Robo Advisors
The financial industry like other sectors of the economy keeps evolving and new trends surface every 5-7 years. The latest new big trend that emerged over the past few years...Read More
Case Study: What will Happen to my Client’s Portfolio if the Chinese Credit Market were to Explode?
The Ask: It is a fiduciary duty of each advisor to protect investments of a client. How can it be done effectively before a disaster strikes? It is customary to...Read More
They are Watching You: The Evolution of AI in Public Spaces
Cameras are everywhere. They are always watching you. We know this. In the US, it seems every outburst is caught on video and shared via social media. Cell phone and...Read More