Posts by Daniel Satchkov

New Technology is Bound to Change the Landscape of the Retirement System

I  agree with Ted Godbout in his argument that new technology is bound to change the landscape of the retirement...

Mad Cats, Free Dollars & Monetary Policy Fat Cats

“To begin with,” said the Cat, “a dog’s not mad. You grant that?” “I suppose so,” said Alice “Well, then,”...

Case Study: Compare an Annuity to an Alternative Investment Portfolio

The Ask:  One of our adviser clients asked if he can compare an annuity to an alternative investment portfolio?  An...

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...

Video: Fulfill Your Fiduciary Duty of Continuous Plan Monitoring

As an ERISA fiduciary, you must continuously monitor your plans. This was affirmed in a major 401k lawsuit, Tibble vs...

The Deep Internet: Why Bitcoin and Crypto Must Beat Centralized Platforms or Die

There is a great deal of content about cryptocurrency and blockchain, so why read this article? To put it simply,...

What Does it Take to Become a Successful Digital Marketing Fiduciary?

The fiduciary standard is centered around serving the best interest of investors. In a recent post we have discussed how...

11 Client Acquisition Tips for Financial Advisors

Here are some smart, innovative ideas and suggestions from experts to get in front of your target audience and bring...

Case Study: Diversifying 401(k) Plans as a Great Prospecting Opportunity

The Ask: Creating a great proposal that will increase interest from your prospects should be ideal not only in terms...

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...