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22 Jan 2019

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?
22 Jan 2019

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: While there is plenty of data publicly available on plans, there needs to be a good way to understand this data. Sure, a plan may have 0.90% in admin fees, but how can an advisor explain to a plan sponsor whether this is high or low? They need a resource that properly puts plan data...
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22 Jan 2019

How Amazon of 2018 is Facebook of 2015 & What Happens Next?

Amazon Inc. just passed Apple and Microsoft as the highest valued company in the world. Virtually nobody is surprised by this. But we all should be. After all, this is a company that was consistently losing money only a few years ago. In fact, its current Latest-Twelve-Months Price-to-Earnings ratio is somewhere around 95! Are investors crazy to make them the most valuable company in the world? Let’s find out (Hint: NO!). Consider the below chart of trailing 12-month Earnings-Per-Share. Look at the last two quarter bars on the right of the chart. Revenue doubled in the course of only a few months. Stuff of dreams! How can a huge established...
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22 Jan 2019

15 Weekly Stats for Financial Advisors: Week of January 21, 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: Matt Meyer Co-Founder 424.387.4143 MMeyer@tblueprint.com  Michael Robinson Co-Founder 619.404.3038 MRobinson@tblueprint.com Site: https://www.tblueprint.com   
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