How Cryptocurrency Can Still Take Over The Internet: Part II
In a previous post I explained why most of the common criticisms of cryptocurrency (and Bitcoin specifically) are off the mark or are simply disingenuous. At this point, I would...Read More
More Advisors Now See Opportunity Instead of Competition in Technology
Financial advisors are less intimidated by the risk of technological progress taking their jobs rather than they were a few years ago. Indeed, there are signs that advisors are becoming...Read More
As a Fiduciary, How Well Do You Know Your Risk?
Recently FINRA has released its 2019 Risk Priorities and Examination Priorities Letter, where investment suitability remains its top priority. The main category in the suitability area continues to be deficient...Read More
Case Study: Finding Plans with the Highest Fees
Our client specializes in cutting out excess fees in retirement plans, so their ideal prospect is one that is paying too much for their current plan. They need to be able to easily identify plans that are paying a high cost for their size, so how can they identify how much is too much?
6 Things that Prospects and Clients Don’t Want to Hear from 401K Advisors
When it comes to communicating with your clients and prospects, it’s important to make sure you steer clear of certain things to make sure you start and maintain a good...Read More
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