15 Useful Weekly Stats for Financial Advisors: Week of July 16, 2018

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 weekly update with permission:

Contact information for The BluePrint Insurance Services:

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 

Related Posts

Engaging Clients with Quizzes: A Guide for Financial Advisors
Email Mastery: Unlocking the True Potential of Your Subscriber List
Introducing 401kAI: The Next Generation in Retirement Planning Efficiency

Leave a Reply

This site uses Akismet to reduce spam. Learn how your comment data is processed.