How Advisors Can Connect With Different Types of Clients
Advisors work with their clients to achieve some of the most important goals in their lives by building the financial...Read More
Friday, December 19, 2025
Blog 4 Columns
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15 Weekly Stats for Financial Advisors: Week of April 15, 2019
Matt Meyer and Michael Robinson are founders of The BluePrint Insurance Services. Their mission is to be the premier insurance...Read More
6 Best Practices In Client Communication For Financial Advisors
In our modern world, there are tons of ways to keep up with your clients and even prospects, and we’ve thought up a few ways below for you to keep in mind. Whether it’s their preferred means of communication or what you should be talking about with them, we hope you’ll find some of our strategies below useful...
3 Reasons Why Google’s Days May be Numbered: A Book Review of Life After Google by George Gilder
George Gilder, as an investment expert, certainly had his ups and downs with an emphasis on downs. He is remembered...Read More
Case Study: Working with Non-Audited Plans in 401kFiduciaryOptimizer
The Ask The 401kFiduciaryOptimizer is a great tool to analyze 401(k) plans, but it works mostly with audited plans with...Read More
DOL Rule Fiduciary 2.0: What’s happened and What’s coming?
The fiduciary rule was initially supposed to be implemented on April 10, 2017 with a phasing-in period until January 1, 2018. Meanwhile, after the President Trump took office, he requested the rule to be reviewed. Then the implementation was pushed back to July 2019.
Funding a 401(k) Vs. IRA: Which is More Preferable?
Choosing the right strategy for retirement savings is a challenge. Jamie Hopkins, the Director of Retirement Research at Carson Wealth,...Read More
Red Flag: Do 401k Plans Need a QDIA?
What is QDIA? Why is QDIA important? What are the characteristics of a QDIA? Does a plan have to have...Read More