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 this weekly update with permission:

Alexandr Starodubtsev

01 Apr 2019

Here’s Why Financial Advisors Should Not Overlook Generation X

In the recent white paper titled, “Neglected Generation” from Cerulli Associates it is argued that the entire generation, Generation X, has been overlooked by financial advisors. It may well be the case with a lot of hype about being ready to accommodate Millennials. However, building a business strategy based on this approach can be a grave mistake. If anyone takes a better look at the numbers then it becomes apparent that Generation X is a collective to be considered with. For example, Gen X has the investable asset base four times larger than Millennials (7.6 trillion vs. 1.8 trillion). The fact that there are more of Gen X than of Millennials...

Daniel Satchkov

01 Apr 2019

Everyone wants helicopter money. Don’t you? (Part II of Mad Cats, Free Dollars & Policy Fat Cats)

We finished part 1 of Mad Cats, Free Dollars & Policy Fat Cats with this quote that shows the core ideological tenet of so called Modern Monetary Theory: “Money is an infinite public reserve that has been choked off at its source. Unlike money’s private users, moreover, only government wields the capacity to furnish all persons with meaningful employment and sufficient access to the common store of wealth.” This view is actually not a very modern view, but we will spare readers the history of this idea. Let’s examine why this idea is entertained by the society at large right now. There are two reasons for that. Reason #1 We...

Compare-Your-Fees-to-Other-Advisors-in-Your-Area

Gennady Prokofyev

29 Mar 2019

Compare Your Fees to Other Advisors in Your Area Using Fee Benchmark Hidden Tool

Looking for opportunities to create best proposals for your prospect may be tough in terms of pricing, and many people are interested if there is a way to look for other advisors’ fees in their area.

Luke St. Angelo

27 Mar 2019

Case Study: Shining a Light on Revenue Sharing

The Ask It’s practically the norm for the fees on many 401(k) plans to be anything but straightforward. Indirect compensation and revenue sharing are some of the biggest culprits in this. So, when making any kind of proposal to a new prospect, it can be exceedingly difficult to paint a fair picture of the fees on the current plan. How can we make any kind of proposal when we don’t really understand both how and how much the current plan’s service providers are being paid? Clients using our tools want to be able to understand this and be sure to factor in revenue sharing and indirect compensation to any proposal....