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1. Be sure to have a good reputation. Getting a strong referral from a past client can be a sign that people feel comfortable enough to recommend your services to other. A consistent track record will help build your reputation through referrals for years to come 2. Utilize a deep analytical ability. Successful financial advisors know that the risk and return relationship drives almost every aspect of a financial plan. Therefore it is important to be able to manage all the aspects of a portfolio and more importantly to do it well. 3. Never panic. Be patient and never panic as it is critical to your success. Remember to evaluate...

Daniel Satchkov

22 Jun 2018

5 Quick facts on why AnnuityOptimizer will make you a trusted advisor

Here are the 5 Quick facts on why AnnuityOptimizer will make you a trusted advisor: AnnuityOptimizer Demonstrates fees and projected cash flows for variable, fixed, fixed indexed annuities Compares any type of annuity to any other type or to a taxable portfolio For example, demonstrate the cash flow and Internal Rate of Return impact of switching from an expensive VA to a fee only VA or to a taxable portfolio AnnuityOptimizer will allow you to become a trusted advisor on annuity assets your clients and prospects hold Watch our video on AnnuityOptimizer Need to see more? Be sure to request your personal demo where our experts will answer your every question...

Daniel Satchkov

22 Jun 2018

The Dos and Don’ts of Email Marketing for Financial Advisors

Imagine the excitement of starting up your computer and finding 50 emails requesting product information in your inbox! Email marketing can be incredibly lucrative if approached properly. But there are some dos and don’ts you should be aware of before you begin. Over the past several months, we’ve seen an ever-increasing demand for millions of email addresses we have in our new powerful tool for financial advisors: Prospects Of Wealth 2.0. (which along with emails includes contact information such as phones, place of work, social network profiles, as well as retirement plan menu holdings for a prospect’s company). The prevailing wisdom seems to be, “I can send out a message to...

Daniel Satchkov

13 Jun 2018

A New Way to Provide Massive Aggregate Plan Savings

Using 401k Similarity Based Quantitative Algorithm to Provide Massive Aggregate Plan Savings in Low Fee Alternatives Report The first optimization report that you will face using 401k FiduciaryOptimizer is called Low Fee Alternatives. The system automatically prompts you to this screen after you choose any 401(k) plan in the Plan Screener or load your own plan in the Load Plan section. This report is designed to provide financial advisors with lower fee alternatives to the funds filed in original 401(k) plans based on the assumption called Similarity. For calculation of this measure, the following assumptions are taken into account: Historical correlation of returns for over 30,000 funds taken from Bloomberg, Yahoo...