Advanced Search for Prospects Select a Plan Send Template Letters Track Your Email Activity Client Struggles: Many clients ask us about the best ways to prospect underperforming 401(k) plan sponsors. It can be a very tedious process. First, it’s not easy to find the right contacts in the company you’re about to prospect.
As a finance professional, I deal every day with advisors who have big ideas about business growth. These ideas are the essence of success and it can be defined by how well the business is growing. Here at RiXtrema, we spend countless hours thinking about
THE PROBLEM: Volatility is a threat to portfolio gains Investors feel comfortable when markets behave rationally and their portfolios trend upward with expected fluctuations along the way. However, the investment landscape changes dramatically as the economy starts to sputter and market volatility creates chaos and
Beyond Meat is the first publicly traded meat replacement company with one of the most successful large IPOs of 2019. Yon Perullo, CFA, FRM and Daniel Satchkov, CFA discuss the IPO, the product, competitors, and the impact companies like Beyond Meat could have on the
Figure 1 Every week we provide Financial Advisors across the U.S. with a personalized retirement plan prospect: Plan of the Week (PotW). Based on each users searching habits, PotW gives you a plan sponsor that is ripe for receiving new marketing materials. The email also
Risk Tolerance is just half the picture Now is the time to reflect A questionnaire without Risk Capacity is a blunt tool! Risk Capacity + Risk Tolerance = Risk Profile How did your client investors react during the worst of the 2008 Financial Crisis? Did you
Please join Yon Perullo from RiXtrema and Priya Sajja from Albridge for a webinar showcasing the latest integration of RiXtrema’s Portfolio Crash Testing Pro through Albridge’s Applink integration solution. BNY Mellon’s Albridge platform has been an industry leader in aggregating multi-custodial, insurance and direct-to-fund data from hundreds of sources to provide
What do you tell fearful clients when they call to suddenly change their investment strategy because of the trending bearish media soundbite? Maybe it is easy to dismiss when the source is dim. But, periodically a few distinguished voices emerge distinct from the usual chatter of bull, bear, push
Sending a Risk Questionnaire First, Risk Tolerance Expanding the Picture with Risk Capacity So the Investor Completed the Questionnaire, Now What? Key Takeaways At Larkspur-Rixtrema, we know how important it is for financial advisors to understand their client's risk preferences, so they can utilize appropriate
[embed]https://soundcloud.com/user-591252316/a-blockchain-is-not-a-blockchain-decentralized-and-permissioned-blockchains-systems[/embed] When it comes to social impact of cryptocurrencies and blockchain, there are two schools of thought. One says that a blockchain is a great tool of decentralization and disruption in both tech and finance, and that decentralization specifically means more freedom. For example, Bitcoin users