Social Media Use Driving Business for Financial Advisors
A recent article in Business Wire, indicates that social media is a driving factor behind personal success for financial advisors. In fact the small percent of advisors that still do not utilize social media resources have a lower success rate when it comes to total assets as well as client acquisition. This information is backed...Read More
Featured Podcast: Larkspur-RiXtrema CEO discusses advisor tools that enable them as fiduciaries
Larkspur-RiXtrema CEO Yon Perullo discusses U.S. advisor tools that enable them as fiduciaries and those that help their businesses. Listen to the full podcast featured on The Fintech Impact Podcast channel here: Rixtrema
Video: Relate To Your Client’s Dreams and Fears as a Retirement Plan Advisor
Risk and Retirement Goals In Your Proposal Every tool you use must help in answering the ‘so-what’ question for your clients. Clients want to understand their investments and the risks that they are taking. But that is not enough. Your proposal must speak to their goals, dreams and fears, otherwise all you have is a...Read More
Must-Know Features of the 401kFiduciaryOptimizer Performance Report
Here are the most distinctive features of the 401kFiduciaryOptimizer Performance Report: 1. You can actually track the performance history for the funds of the original 401(k) plan line-up, and compare it with the track record of the cheaper highly similar funds provided by the system: 2. You can check performance rating based on their benchmark...Read More
Senators reach out to FINRA to better understand SEC’s Proposal
Being a fiduciary can be a deciding factor in the minds of many people who will be looking for the financial advisor since it would a sigh of relief to know that the person who you entrust your money with will be acting responsibly to protect your interest and money. As a matter of fact,...Read More
Why Having a Fiduciary Process In Place Is Important
We all have witnessed the ongoing battle in the DOL fiduciary rule process. The regulation was initially created under the Obama administration. However, in Feb. 2017, President Trump issued a memorandum that attempted to delay the rule’s implementation by 180 days. In late May 2017, newly appointed Labor Dept. Secretary Alexander Acosta confirmed that the...Read More
15 Weekly Stats: Week of July 23, 2018
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 weekly update with permission: Contact...Read More
The Benefits of Having a Strong 401k Plan
The Plan Sponsor University (TPSU) held a Fiduciary Education Program in Denver, Colorado at the University of Denver. Among the program topics discussed during the TPSU Program was the benefit of having an executive management team understand the benefits that a strong 401k Plan can bring to the employees and the company. At the conclusion...Read More
What it means to excel as a trusted financial advisor
Financial advisors should always keep in mind that pumping their sales is not the ultimate goal. It always feels good to be a winner when it comes to sales and having contracts settled one-by-one is a dream of every financial advisor. But remember those who cross the finish line in a marathon race, are not...Read More
A list of core beliefs every financial advisor must have.
1. The financial advisor must believe in being the go-to financial advisor of choice amongst the affluent in the community by staying on the top of all important matters, by being knowledgeable and helpful to clients. 2. The financial advisor must believe in personal capability to be the best advisor for the client by always...Read More