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In a recent WealthManagement.com article, Matthew Regan wrote about some of the key questions that clients really wish their financial advisors would ask. Of course, most advisors are all asking the same “risk tolerance” and other standard questions: but what else are they really worried about? In this list, they really go into detail about specific questions about the client’s personal life and situation. Things like, what is your contingency plan for the unexpected (“What would you do if forced into early retirement?”), what kind of health conditions run in the family, and even what kind of fears keep them up at night. Along with wanting to know about some...

Daniel Satchkov

07 Nov 2018

401kFiduciaryOptimizer Infographic

401kFiduciaryOptimizer moves the needle for advisors plan practice! Their success in getting appointments with CFOs stems from this simple fact. 401kFO uses sophisticated quant algorithms to optimizer three things that get the response of a CFO: Significant Cost Savings Significant Performance Improvements Fiduciary Liability & Best Practices According to advisors, CFOs are especially willing to talk because 401kFiduciaryOptimizer’s stunning reports are novel to them, they haven’t seen anything like it. There is still time for you to try 401kFO before more advisors adopt it and more plan sponsors see the reports.

Daniel Satchkov

07 Nov 2018

Vital Tips to Offering Fiduciary-Friendly Rollover Advice

One fiduciary-friendly rollover advice can come in the form of the explanation why rollover would benefit a client. For example, if a client currently has 401k plan with an employer, rolling over part of the contributed money can help a client to take a better control of the investments and retirement planning. During the rollover, client and an advisor can develop individualized plan how to achieve a necessary goal to retire comfortably. This plan will allow investment flexibility which can boost the return and reduce the cost at the same time. The fiduciary-friendly rollover also comes with valuable advice and services that clients get from advisers which are absent, for...

Daniel Satchkov

06 Nov 2018

The Importance of Making a Sample Financial Plan For Your 401k Clients

In his recent Periscope broadcast, Michael Kitces talks about the necessity to create a Sample Financial Plan for prospective and new clients as an essential step in building trustful relationships with clients, leading to comfortable sharing of their financial information. Originally, gathering forms with financial data has been a challenge, not only because of the lack of time but also due to an unorganized structure. Fortunately, in today’s digital era, gathering data becomes much easier, for instance, one can link their accounts to their advisor’s portal and download the data directly to their planning software! Even though automation systems are now widely used for our convenience, some clients still hesitate...

Daniel Satchkov

06 Nov 2018

15 Weekly Stats: Week of November 5, 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: 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