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By showing the sponsor better performing, more efficient lineups, he has won a lot of business. But many of his wins have come from clients that were with a particular provider. So he asked us how he could target sponsors that invest through that provider with high cost?

Daniel Satchkov

19 Feb 2019

15 Weekly Stats for Financial Advisors: Week of February 18, 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

Alexandr Starodubtsev

19 Feb 2019

Telling Your Clients that Investing Early For Retirement Is Vital

The financial education on the importance of starting to save early for retirement cannot be overrated. Saving early for retirement is a must do for everyone and should be emphasized whenever possible. According to BlackRock’s 6thAnnual Global Investor Pulse Survey more than half of 27,000 respondents from 13 countries worry more about their current financial situation than about their retirement in the future. However, all of us hope for a better future, especially when the time will come to retire. If you look at the chart below, you can see that with every year of not saving for retirement now, the financial sacrifice in the future will be more substantial....

Case Study: How to Prospect Executives with Risk Assessment Report

Gennady Prokofyev

18 Feb 2019

Case Study: How to Prospect Executives with Risk Assessment Report

When you’re looking for individuals that could be potentially good for prospecting, you need to search for names and positions of key executives. The whole process can be tiresome and take a lot of time and effort. Moreover, you need to get some detailed and helpful information for a proposal, based on thorough analysis and a client centered approach.

Yon Perullo

18 Feb 2019

C’mon Baby, Tax the Rich: The Elephant In The Room

I would like to follow up my colleague’s top notch research note HERE on the consequences of dramatically increasing taxes on the wealthiest Americans. I will start out by saying that I believe this to be an unproductive idea, but my reasoning will be very very different from most comments on the topic. And you will see, that while I believe this idea to be extremely unproductive, I will pinpoint the actual source of the problem and what needs fixing in order to justify the anger among middle and lower income families. With that let’s delve right into the reasons for why we are having this discussion in the first...