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11 Client Acquisition Tips for Financial Advisors

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...

Article Review

How Vanguard is Staying Competitive with Robo Advisors

Daniel Satchkov

13 Mar 2019

The financial industry like other sectors of the economy keeps evolving and new trends surface every 5-7 years. The latest new big trend that emerged over the past few years has been robo-advisory. It is...

Case Studies - Portfolio Crash Testing Case Study Using Larkspur-RiXtrema Tools

Case Study: What will Happen to my Client’s Portfolio if the Chinese Credit Market were to Explode?

Alexandr Starodubtsev

11 Mar 2019

The Ask: It is a fiduciary duty of each advisor to protect investments of a client. How can it be done effectively before a disaster strikes? It is customary to think about portfolio protection strategies...

Market Commentary

They are Watching You: The Evolution of AI in Public Spaces

Yon Perullo

11 Mar 2019

Cameras are everywhere. They are always watching you. We know this. In the US, it seems every outburst is caught on video and shared via social media. Cell phone and CCTV cameras will catch almost...

Blog Full With Both Sidebar

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

How Vanguard is Staying Competitive with Robo Advisors

Case Study: What will Happen to my Client’s Portfolio if the Chinese Credit Market were to Explode?

They are Watching You: The Evolution of AI in Public Spaces

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