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Research and insight from retirement and risk experts at Larkspur-RiXtrema

Advisors have a key role to play when it comes to helping clients ensure compliance.

  SOURCE: planadviser.com A recent web seminar covered the topic of missing participants with Mercer experts Margaret Berger, principal, Princeton, New...

Weekly Stats: 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...

Manage Your Client’s Risk and Perception Of It (Video)

We built Portfolio Crash Testing to help you get and keep clients. All advisors use PCT to visually demonstrate the...

Financial Advisor Tools: How to Prepare Your Client For a ‘Perfect Storm’

Financial advisors must avoid ‘cookie cutter’ approaches and address each client’s unique situation. When it comes to risk, a financial...

Weekly Stats: Week of July 9, 2018

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 

What you need to know about the Lower Fee Classes Report.

  Like an MRI machine for a doctor, the Low Fee Alternative report allows an advisor to diagnose problems within...

Why a Well-Constructed “Elevator Speech” Is More Important Than You Think

Why a Well-Constructed “Elevator Speech” Is More Important Than You Think

With the start of the summer, many advisors are looking for ways to jump start their business for the second...

How 401kFiduciaryOptimizer Software Helps Improve Diversification As Required By 404(c)

Recall that a good Investment Menu under 404(c) is the one that helps “minimize risk of the overall portfolio and...

Read about Prospects of Wealth 2.0 in “The Latest In Financial Advisor #FinTech for July 2018”

The latest article by renowned advisor expert Michael Kitces on FinTech trends titled The Latest In Financial Advisor #FinTech for the...

Top 5 Larkspur-Rixtrema Blog Posts for June 2018

Top 5 Larkspur-Rixtrema Blog Posts for June 2018

  5. Top 5 Larkspur-Rixtrema Blog Posts for June 2018. An Exclusive Case Study from Larkspur-Rixtrema. Lets examine one of the plans...