Blog 3 Columns

As an ERISA fiduciary, you must continuously monitor your plans. This was affirmed in a major 401k lawsuit, Tibble vs Edison. When defendants in that case argued that they need...

The Deep Internet: Why Bitcoin and Crypto Must Beat Centralized Platforms or Die

Daniel Satchkov

18 Mar 2019

There is a great deal of content about cryptocurrency and blockchain, so why read this article? To put it simply, it will make sense of the future of cryptocurrency for you. Pretty ambitious.

What Does it Take to Become a Successful Digital Marketing Fiduciary?

Daniel Satchkov

18 Mar 2019

The fiduciary standard is centered around serving the best interest of investors. In a recent post we have discussed how to explain fiduciary responsibility to a potential client or prospects....

11 Client Acquisition Tips for Financial Advisors

Daniel Satchkov

14 Mar 2019

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...

Case Study: Diversifying 401(k) Plans as a Great Prospecting Opportunity

Gennady Prokofyev

14 Mar 2019

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...

15 Weekly Stats for Financial Advisors: Week of March 11, 2019

Daniel Satchkov

14 Mar 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...

How Vanguard is Staying Competitive with Robo Advisors

Daniel Satchkov

13 Mar 2019

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...

Case Study: What will Happen to my Client’s Portfolio if the Chinese Credit Market were to Explode?

Alexandr Starodubtsev

11 Mar 2019

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...

They are Watching You: The Evolution of AI in Public Spaces

Yon Perullo

11 Mar 2019

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...