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 mark or are simply disingenuous. At this point, I would...Read More
Case Study: Finding Plans with the Highest Fees
Our client specializes in cutting out excess fees in retirement plans, so their ideal prospect is one that is paying too much for their current plan. They need to be able to easily identify plans that are paying a high cost for their size, so how can they identify how much is too much?
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 things to make sure you start and maintain a good...Read More
Case Study: Winning 401K Business by Knowing Who Is Around You
Our client recently launched his RIA business in the suburbs of Chicago. He is determined to grow by prospecting as much as possible and using every opportunity to approach various plan sponsors. He had scheduled a meeting with a prospect and wanted to use that meeting as a pretext to get meetings with other prospects in the immediate area. He reached out to us for guidance on how to accomplish his plan
Where Cryptocurrency Lost Its Way & How It Can Still Take Over Internet
Bitcoin certainly flames the passions. Usually reserved academics start to sound like fiery pastors preaching against the evil one when topic of Bitcoin is brought up. Central bankers call it...Read More
15 Weekly Stats for Financial Advisors: Week of January 28, 2019
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...Read More