Where Cryptocurrency Lost Its Way & How It Can Still Take Over Internet
Bitcoin certainly flames the passions. Usually reserved academics start to sound like fiery pastors preaching against the evil one when topic of Bitcoin is brought up. Central bankers call it intrinsically worthless (THAT should be one of the definitions of irony in the Webster’s). Bitcoin is expensive. Bitcoin wastes electricity. Bad guys use it. Etc....Read More
15 Weekly Stats for Financial Advisors: Week of January 28, 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 level of insurance access and support. We feature this weekly update with permission:...Read More
Case Study: How to Quickly Find Plan Executives to Prospect More Efficiently
What can be done? How can an advisor get in touch with the right people and be more successful in contacting a plan sponsor?
Sleepwalking with the 2019 Global Risk Report
The Global Risks Report 2019, published by the World Economic Forum, was released on January 15, 2019. It is the perfect report to read on a dreary winter afternoon and checks in at a light 114 pages and comes complete with graphics that Edward Tufte would no doubt approve. With the overall theme of “Is...Read More
9 Epic Content Marketing Implementation Points For Advisors Like You
Today I would like to review a great book that changed the way I approach marketing and in fact revolutionized our business. I am talking about Epic Content Marketing by Joe Pulizzi. Let me get straight to the point. Paid advertising is dead. You actually need to produce content, such as blogs, videos, whitepapers etc....Read More
How Facebook Exploits You & What It Means For Your Portfolio
Facebook is not free. Essentially Facebook earns money by making you do work! Don’t believe me? Check out some of these headlines: Facebook’s making more money per user in North America than ever before Facebook made an average of $6.18 off each user in Q4, more than double three years ago Basically, every time you...Read More
John Bogle – The Missing Narrative
RIP John Bogle – Warrior For The True Free Market John Bogle is dead at 89. Of course, every headline hails him as the founder of Vanguard group and a father of index investing. But in my opinion that really belittles his legacy. No, I am not undermining the impact of Vanguard; it did revolutionize...Read More
New Portfolio Crash Test Scenario: Hard Brexit
If the UK Government fails to approve the deal negotiated by PM May before March 29, 2019, that could trigger “Hard Brexit”. This would potentially cause severe short term (and even long term) market disruption for the UK and Euro region. We believe Hard Brexit has the potential to be very damaging to the UK,...Read More
Case Study: How to Use Comparisons to Alert Complacent Plan Sponsors
Plan sponsors are busy people and generally busy people are actively looking for more things to do. So, it is understandable if a plan sponsor is so content with the current state of their 401k that they don’t welcome the task of dealing with a new advisor who is recommending changes.One of our advisors asked how we could help them get through to a plan sponsor that is resisting the notion that the plan needs changes?
Case Study: Creating Powerful Benchmarking Charts to Illustrate How a Plan Ranks
The Ask: The client wants to be able to better analyze their prospects for their 401(k) business. Our client asked us for help in contextualizing pertinent plan statistics and data points, but they also needed a way to properly frame the data and present it to new prospects in order to win business. The Problem:...Read More