15 Weekly Stats for Financial Advisors: Week of April 8, 2019
Matt Meyer and Michael Robinson are founders of The BluePrint Insurance Services. Their mission is to be the premier insurance...Read More
Friday, December 19, 2025
Blog 4 Columns
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Maryland Fiduciary Bill Rejected by Lawmakers
Another great incentive initiated by the state of Maryland is rejected by the lawmakers of the state. The bill that was...Read More
Case Study: Eliminate IRA Rollover Worries for Your Clients
The Ask When your client asks “What do I do with the money in my 401 (k) plan when I...Read More
Suggested New Client Questions for Financial Advisors
There are a lot of questions must be asked by advisors when they meet with a qualified prospect or a...Read More
15 Weekly Stats for Financial Advisors: Week of April 1, 2019
Matt Meyer and Michael Robinson are founders of The BluePrint Insurance Services. Their mission is to be the premier insurance...Read More
Here’s Why Financial Advisors Should Not Overlook Generation X
In the recent white paper titled, “Neglected Generation” from Cerulli Associates it is argued that the entire generation, Generation X, has...Read More
Everyone wants helicopter money. Don’t you? (Part II of Mad Cats, Free Dollars & Policy Fat Cats)
We finished part 1 of Mad Cats, Free Dollars & Policy Fat Cats with this quote that shows the core...Read More
Compare Your Fees to Other Advisors in Your Area Using Fee Benchmark Hidden Tool
Looking for opportunities to create best proposals for your prospect may be tough in terms of pricing, and many people are interested if there is a way to look for other advisors’ fees in their area.