Fiduciary Excellence Part 1: Organizing a Client Portfolio
Posted by Terra McBride, MBA, AIF®, Vice President of Marketing & Professional Development on January 07, 2019
February 28, 2019 is National Fiduciary Day! In celebration of the occasion, we are featuring highlights from each our four Prudent Practices® right here. This week, we focus on Step 1 - Organize.
Webinar of Webinars
Posted by Tyler Kirkland, AIF®, PPC®, Director of Business Development and Client Engagement on October 26, 2018
Get some tips and tricks for launching your own webinar program!
A Winning Proposition: The AIF® Partnering with an Independent Auto Rollover IRA Provider
Posted by Mark Koeppen and Jeff Linkowski, AIF® on October 15, 2018
The mandatory force-out used to be an administrative afterthought. Use what the record keeper offered and move on. As with everything, change is inevitable and the competition for auto rollovers from the mandatory force-out process has created pricing and service pressure that fiduciaries now need to evaluate. Find out how an AIF® partnering with an independent auto rollover IRA provider created a winning proposition!
A Math Nerd's Evaluation of Blaine's Reputation White Paper
Posted by Tyler Kirkland, AIF®, PPC®, Director of Business Development and Client Engagement on August 31, 2018
Do you like math? This post is for you! Here is a not-so-brief breakdown of the Trust Equation, used as part of Blaine Aikin's "Fiduciary Conduct and Your Reputation" white paper and supplementary webinar, from a math nerd's perspective.
RFP Best Practices
Posted by Tyler Kirkland, AIF®, PPC®, Director of Business Development and Client Engagement on August 10, 2018
Establish a successful RFP process and remember, it is not enough to set it and forget it.
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