15 Weekly Stats: Week of August 13, 2018
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
The Complete Guide to the 404(c) Diversification Report
Below is your complete guide (with corresponding screenshots) to the 401kFiduciaryOptimizer 404(c) Diversification Report: Diversification addresses a plan lacking diversifying investments; it does not address overlap in the menu. It...Read More
A new way to think about visually dynamic tools for financial advisors
As noted in an article from WealthManagement.com, visually dynamic tools with a great education message are a huge weapon for advisors in the modern world. With the kind of advancements...Read More
Why prospecting through social media is a must for financial advisors
We all know how important it is to upkeep prospecting techniques if we want to grow our business. The majority of advisors who became successful in the industry are able...Read More
The importance of “HENRYs” for Retirement Plan Advisors
Nowadays it seems that high earning millennials are a very popular topic for financial advisors, or more importantly the approach on how to appeal to them. 401kSpecialistMag remarks that they...Read More
From Client to CEO: Does Portfolio Crash Testing Really Work?
At Larkspur-RiXtrema, we create great tools for advisors. Our tools combine quantitative rigor with user friendly interfaces and often, a measure of prospecting to help an advisor grow their business....Read More