Blog 3 Columns

Risk in itself is neither good nor bad, but it is extremely important that you understand what risk and how much of it you are taking. As advisors are adopting...

Your 1 minute case study on 401K Retirement Plans: A look at hidden fees

Daniel Satchkov

18 Jul 2018

Welcome to another case study here at Larkspur-RiXtrema. Today, we are going to look at some of the hidden fees behind the LIFESPAN, INCORPORATED RETIREMENT SAVINGS PLAN. To reconcile the...

Advisors have a key role to play when it comes to helping clients ensure compliance.

Daniel Satchkov

17 Jul 2018

SOURCE: planadviser.com A recent web seminar covered the topic of missing participants with Mercer experts Margaret Berger, principal, Princeton, New Jersey, Brian Kearney, principal, Washington, D.C., Norma Shaiara, principal, Washington, D.C....

15 Useful Weekly Stats for Financial Advisors: Week of July 16, 2018

Daniel Satchkov

16 Jul 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 an...

Manage Your Client’s Risk and Perception Of It (Video)

Daniel Satchkov

16 Jul 2018

We built Portfolio Crash Testing to help you get and keep clients. All advisors use PCT to visually demonstrate the risk profile, adjust loss level to the one that client...

Financial Advisor Tools: How to Prepare Your Client For a ‘Perfect Storm’

Daniel Satchkov

12 Jul 2018

Financial advisors must avoid ‘cookie cutter’ approaches and address each client’s unique situation. When it comes to risk, a financial advisor must consider not only the investment portfolio, but also...

Weekly Stats: Week of July 9, 2018

Daniel Satchkov

11 Jul 2018

Contact information for The BluePrint Insurance Services: Matt Meyer Co-Founder 424.387.4143 MMeyer@tblueprint.com Michael Robinson Co-Founder 619.404.3038 MRobinson@tblueprint.com Site: https://www.tblueprint.com

Why a Well-Constructed “Elevator Speech” Is More Important Than You Think

Daniel Satchkov

05 Jul 2018

With the start of the summer, many advisors are looking for ways to jump start their business for the second half of the year. The easiest way to end the...

How 401kFO Software Helps Improve Diversification As Required By 404(c)

Daniel Satchkov

03 Jul 2018

Recall that a good Investment Menu under 404(c) is the one that helps “minimize risk of the overall portfolio and minimize risk of large losses”. According to Modern Portfolio Theory...