Case Study: Growing Your 401k Business with the Right Prospecting Strategy
Every advisor is constantly thinking about ways to grow their business. There are many options available to achieve this goal. However, there is no cookie-cutter formula on how to make prospecting a successful endeavor.
Case Study: Create the Ultimate Optimization Report for a Plan Sponsor
In order to create a winning proposal for a prospect, you need to make sure it includes all the best investment options. On the one hand, they should be optimized in terms of fees and performance, which might interest a plan sponsor, and finally they should correspond your provider platform requirements.
Proof-of-Work vs Proof-of-Stake: Theory & Practice Part 1
Blockhain is obviously a chain of linked blocks with transaction data in them, so that each block references all previous blocks before it and the chain is unbroken.
15 Weekly Stats for Financial Advisors: Week of March 4, 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
Up Next: NJ Secure Choice Savings Program
New Jersey is the latest state, along with Maryland, Connecticut, New York, Washington state, Vermont, Massachusetts, Oregon, California, and Illinois, to establish a state-run retirement savings plan for private-sector employees...Read More
Case Study: How to Identify High Net Worth Leads in Your Area
Our client has a broad list of potential prospects available to search from through our Prospects of Wealth 2.0 database, but they want to be able to narrow down this massive list into a more refined list. For example, they specifically may want to offer their services to prospects with a large amount of savings that are approaching retirement soon.