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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 2-5 months to fix problems...

Market Commentary

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.

Marketing Advice

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. It is important to remember...

Prospecting

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 or Event Arm Yourself with...

Case Study Prospecting

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 is based on the fund...

15 Weekly Stats

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 an operational insurance platform that...

Blog Full With Both Sidebar

Video: Fulfill Your Fiduciary Duty of Continuous Plan Monitoring

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

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

11 Client Acquisition Tips for Financial Advisors

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

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

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