Blog Medium Without Sidebar

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 information for The BluePrint Insurance Services: 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

Daniel Satchkov

16 Jul 2018

Manage Your Client’s Risk and Perception Of It (Video)

We built Portfolio Crash Testing to help you get and keep clients. All advisors use PCT to visually demonstrate the risk profile, adjust loss level to the one that client is comfortable with and to show spending projections. However, each advisor also has their own unique twist to the way they manage risk. We have gathered a mix of experienced advisors, portfolio managers and technology experts to help you in managing risks for your clients. In this video Andy Millard of Millard & Company, Lance Hicks of Finance 500, Neal Quon of QuonWarren, Venk Reddy of Zeo Capital Adivsors and Daniel Satchkov of RiXtrema discuss best ways to manage client’s...

Daniel Satchkov

12 Jul 2018

Financial Advisor Tools: How to Prepare Your Client For a ‘Perfect Storm’

Financial advisors must avoid ‘cookie cutter’ approaches and address each client’s unique situation. When it comes to risk, a financial advisor must consider not only the investment portfolio, but also assets that form the foundation of client’s wealth and income. See how in this video: Portfolio Crash Tester will help you explain and manage portfolio risk for any prospect or client. It is the only platform for advisors that is also used by top institutions to manage their risks. Click below to learn more:

Daniel Satchkov

11 Jul 2018

Weekly Stats: Week of July 9, 2018

Contact information for The BluePrint Insurance Services: 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

Daniel Satchkov

05 Jul 2018

Why a Well-Constructed “Elevator Speech” Is More Important Than You Think

With the start of the summer, many advisors are looking for ways to jump start their business for the second half of the year. The easiest way to end the year on a high note is to start getting creative. It is very important not to sound the same: “ I specialize in helping you prepare for a secure retirement.” “ I help you increase the value of your portfolio while protecting against downside risk.” The problem is…who DOESN’T try to help people prepare for retirement? Who DOESN’T try to avoid downside risk? Some people get a little more specific than this, but even then, it’s usually bland and uninteresting. ...