15 Weekly Stats for Financial Advisors: Week of February 25, 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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A Look Behind Berkshire’s stunning $25.4B loss or How Warren learned to love the MOMO
Latest quarterly report from Berkshire Hathaway contains a wealth of interesting data. The holding company incurred $25.4B of investment losses....Read More
Asking the Right Questions When it Comes to Retirement Plan Cybersecurity
Today, Cybersecurity is one of the key interests and a highly debated topics in congress, specifically in regards to retirement...Read More
Emergency – SOS!
On January 15th I wrote an article in which I described that the most likely outcome to fund the government...Read More
Case Study: How to Find Retirement Plans with Specific Investment Names
By showing the sponsor better performing, more efficient lineups, he has won a lot of business. But many of his wins have come from clients that were with a particular provider. So he asked us how he could target sponsors that invest through that provider with high cost?
15 Weekly Stats for Financial Advisors: Week of February 18, 2019
Matt Meyer and Michael Robinson are founders of The BluePrint Insurance Services. Their mission is to be the premier insurance...Read More
Telling Your Clients that Investing Early For Retirement Is Vital
The financial education on the importance of starting to save early for retirement cannot be overrated. Saving early for retirement...Read More
Case Study: How to Prospect Executives with Risk Assessment Report
When you’re looking for individuals that could be potentially good for prospecting, you need to search for names and positions of key executives. The whole process can be tiresome and take a lot of time and effort. Moreover, you need to get some detailed and helpful information for a proposal, based on thorough analysis and a client centered approach.