Posts by Daniel Satchkov

Case Study: What is Wealth Crash Test and How it can Help You

The Ask Our client can reach out directly to thousands of HNWI leads using our POW 2.0 tool. They can...

Tax the Rich: Let Them Stop Eating Cake

Taxing the rich is not a new idea by any means. But the call to take more money from them...

Case Study: Here is How a Prudent Process Approach Prevails

The Ask: How can I monitor my plan lineup to ensure that the funds selected are the best share classes?...

Chuck’s Gambit: Spend Your Tax Windfall Like We Tell You To!

On Monday, senate minority leader Chuck Schumer and senator Bernie Sanders wrote a New York Times Opinion piece that, quite...

How Cryptocurrency Can Still Take Over The Internet: Part II

In a previous post I explained why most of the common criticisms of cryptocurrency (and Bitcoin specifically) are off the...

More Advisors Now See Opportunity Instead of Competition in Technology

Financial advisors are less intimidated by the risk of technological progress taking their jobs rather than they were a few...

As a Fiduciary, How Well Do You Know Your Risk?

Recently FINRA has released its 2019 Risk Priorities and Examination Priorities Letter, where investment suitability remains its top priority. The...

Case Study: Finding Plans with the Highest Fees

The Ask Our client specializes in cutting out excess fees in retirement plans, so their ideal prospect is one that...

6 Things that Prospects and Clients Don’t Want to Hear from 401K Advisors

When it comes to communicating with your clients and prospects, it’s important to make sure you steer clear of certain...

How You can Answer the “What if” Question When it Comes to Your Client’s Portfolio

To an investor who’s trusted an advisor with their retirement savings, they aren’t just any ordinary person anymore. The fiduciary...