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Every advisor is constantly thinking about ways to grow their business. There are many options available to achieve this goal. However, there is no cookie-cutter formula on how to make prospecting a successful endeavor.

Article Review Plan Fiduciary

New Fiduciary Rule Introduced in Maryland

Alexandr Starodubtsev

07 Mar 2019

Lawmakers in Maryland have recently introduced a new bill (Senate Bill 786) called the Financial Consumer Protection Act of 2019. Within the bill is a provision which would require broker-dealers, investment advisors and insurance agents to act in the best interest of...

401k FiduciaryOptimizer Case Study

Case Study: Create the Ultimate Optimization Report for a Plan Sponsor

Daniel Satchkov

04 Mar 2019

In order to create a winning proposal for a prospect, you need to make sure it includes all the best investment options. On the one hand, they should be optimized in terms of fees and performance, which might interest a plan sponsor, and finally they should correspond your provider platform requirements.

Technical Advice

Proof-of-Work vs Proof-of-Stake: Theory & Practice Part 1

Daniel Satchkov

04 Mar 2019

Blockhain is obviously a chain of linked blocks with transaction data in them, so that each block references all previous blocks before it and the chain is unbroken.

Market Commentary

Capital Expenditures vs Share Buybacks: How Do Investors Want Companies to Spend?

Yon Perullo

04 Mar 2019

I recently published an article discussing an op-ed written by Chuck Schumer and Bernie Sanders where one of the ideas they put forth was to create a (undefined) mechanism to discourage corporate buybacks. Recently Marco Rubio joined in with his own...

Uncategorized

15 Weekly Stats for Financial Advisors: Week of March 4, 2019

Daniel Satchkov

04 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 allows our partners to provide the highest...

Blog Full With Right Sidebar

Case Study: Growing Your 401k Business with the Right Prospecting Strategy

New Fiduciary Rule Introduced in Maryland

Case Study: Create the Ultimate Optimization Report for a Plan Sponsor

Proof-of-Work vs Proof-of-Stake: Theory & Practice Part 1

Capital Expenditures vs Share Buybacks: How Do Investors Want Companies to Spend?

15 Weekly Stats for Financial Advisors: Week of March 4, 2019

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