Great Recession Deja Vu?: What to say to ignore the peanut gallery
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...Read More
Capture Your Client’s Risk Profile with the PCT Questionnaire
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...Read More
Podcast: A Blockchain is Not a Blockchain: Decentralized and Permissioned Blockchains
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...Read More
Are You Capitalizing On Growing ESG-investing Popularity
What is ESG? Trendy, but Who Cares? Advisors are Missing the ESG Market. How Do Advisors Attract ESG Clients? We all can become complacent in our work at times....Read More
Case Study: How to take Prospecting to a New Level with Larkspur Executive’s Custom Trackable Marketing Letters (CTML)
Here at Larkspur-RiXtrema, we understand retirement plan advisors. Over 10K plan advisors use our software, which is about a quarter of all plan advisors in the country. We understand how...Read More