3 Steps to Growing Your Financial Advisory Practice With Portfolio Crash Testing
What is Risk Management? Risk management is top of mind for RIAs and their clients these days. No longer an exclusive province of quant managers, it is discussed regularly in...Read More
Working Effectively – A conversation with Erik Solbakken (CPA)
The struggles of CPAs, RIAs, and BDs exist because of mindsets and practices anchored in old professional service business models. Erik Solbakken changed the way CPAs market and build client...Read More
How to Manage Risk with Insurance Products – A conversation with Michael Robinson from the BluePrint Insurance Services
This part of the educational series with a discussion about incorporating insurance into a portfolio to grow at a consistent rate with less risk. Michael Robinson joins Yon to discuss...Read More
How to Find and Use the Fee Benchmark Feature of 401kFiduciaryOptimizer
401kFiduciaryOptimizer has a hidden tool providing information on average advisory fee based on the plan assets and zip code of the plan the advisor is working on. It’s called Fee...Read More
How to Become an Expert on 404c Safe Harbor For Your Plan Sponsor Clients
Do You Really Qualify For 404(c) Safe Harbor From Liability? Summary: Under ERISA plan sponsors or advisors who exercise discretionary authority are fiduciaries with significant liability in case of fiduciary duty...Read More
How to Safely Approach Online Reputation and Review Platforms as a Financial Advisor
Online business reputation and customer reviews have become a significant part of social media and various online platforms while rating everything from restaurants to products and even financial services. According...Read More