15 Weekly Stats for Financial Advisors: Week of April 8, 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...Read More
Suggested New Client Questions for Financial Advisors
There are a lot of questions must be asked by advisors when they meet with a qualified prospect or a new client. Here are a few that are quite important,...Read More
15 Weekly Stats for Financial Advisors: Week of April 1, 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...Read More
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...Read More
15 Weekly Stats for Financial Advisors: Week of March 25, 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...Read More
15 Weekly Stats for Financial Advisors: Week of March 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...Read More
11 Client Acquisition Tips for Financial Advisors
Blog, blog, blog Be Original Having a Target Market Makes you Memorable! A Bit of Networking can go a Long Way Know Your Numbers Modernize Improvise Hold a Free Seminar...Read More
15 Weekly Stats for Financial Advisors: Week of March 11, 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...Read More
15 Weekly Stats for Financial Advisors: Week of March 4, 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...Read More
15 Weekly Stats for Financial Advisors: Week of February 25, 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...Read More