Posts by Daniel Satchkov

How Videos Can Be Your Secret Weapon As A Financial Advisor

Videos are becoming the most impactful way to reach out to potential prospects regardless of the niche or field you’re...

15 Weekly Stats for Financial Advisors: Week of May 13, 2019

Matt Meyer and Michael Robinson are founders of The BluePrint Insurance Services. Their mission is to be the premier insurance...

5 “Worst Practices” Every Financial Advisor Should Avoid

There are plenty of bad practices out there in the financial advisory space from conflicts of interest to being out...

15 Weekly Stats for Financial Advisors: Week of May 6, 2019

Matt Meyer and Michael Robinson are founders of The BluePrint Insurance Services. Their mission is to be the premier insurance...

Diversification by Twitter: How Trump’s Trade Tactics Are Changing Financial Markets

Donald Trump yesterday suddenly threatened to increase tariffs on many Chinese goods from 10% to 25% effective this Friday. He...

Fintech for Retirement Plan Advisors: Larkspur-RiXtrema in the age of “Big Data” & AI

Currently, we live in the age of “Big Data”. “Big Data” is a field that assists with data analysis, data...

Reviewing Top Robo-Advisors and General Tips to Choose the Right One for You

Robo-advisors are financial tools providing assistance or investment management online with moderate or no human intervention. There are around 100...

15 Weekly Stats for Financial Advisors: Week of April 29, 2019

Matt Meyer and Michael Robinson are founders of The BluePrint Insurance Services. Their mission is to be the premier insurance...

To ESG or Not to ESG?

Environmental and socially responsible investing (also known as ESG, where the ‘G’ stands for governance) has been a hot topic...

How advisors can avoid excessive fees lawsuits and become better fiduciaries at the same time

As we can see from the news excessive fee lawsuits are not going away. It makes a lot of sense...