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Videos are becoming the most impactful way to reach out to potential prospects regardless of the niche or field you’re working in. Give you an idea just how important they are in today’s digital marketing landscape lets take a look at just a few statistics and general research from 2018:

Daniel Satchkov

13 May 2019

15 Weekly Stats for Financial Advisors: Week of May 13, 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

Daniel Satchkov

10 May 2019

5 “Worst Practices” Every Financial Advisor Should Avoid

There are plenty of bad practices out there in the financial advisory space from conflicts of interest to being out of touch with your clients. But what should you avoid as a financial advisor when it comes to your own practice? Here a few bad practices all financial advisors should avoid: Conflicts of interest One of the worst mistakes any advisor can make is to work only for his own interest. Any relationship should be based on the solid foundation of trust and mutual respect. If the adviser is soliciting any financial transaction out of his own interest such as recommending mutual funds, annuities, or insurance products that pad their...

Daniel Satchkov

06 May 2019

15 Weekly Stats for Financial Advisors: Week of May 6, 2019

Daniel Satchkov

06 May 2019

Diversification by Twitter: How Trump’s Trade Tactics Are Changing Financial Markets

Donald Trump yesterday suddenly threatened to increase tariffs on many Chinese goods from 10% to 25% effective this Friday. He also threatened to institute many new tariffs. According to his math, the new tariffs will amount to 25% on about $375 Billion in goods or roughly $94 Billion per year. Chinese Communist Party is not yet used to bludgeoning by Twitter and Shanghai Stock is down 6% for the day. It was down by more, but rose after the intervention by the national stock market defense team. One can just sense the shock that Chinese authorities experienced from this tweet. In fact, mainland China press censored the tariff threat and...