How are you leveraging technology to grow your business or find more free time? A 2019 study of Advisors by Cerulli Associates found a direct link between AUM and technology use. “Heavy” technology-using advisory firms have an average of $238.0 million in AUM compared to $106.3
Show your fees are reasonableHow to plot historical trendsCosts vary by participants and AUMTunnelvision can disguise weaknesses Interpreting data can be difficult, but here’s how Larkspur Executive makes it easy for you and your clients. Accumulating and saving for retirement is a big goal, and, as a
Group by the advisor, state or dateHide columns to display the most relevant dataSorting ColumnsAdmin Panel Personalization All of RiXtrema’s products in its software suite have one thing in common. Personalization. We strongly believe that whether you are attracting new clients, making a risk assessment, or
With Larkspur Executive PRO you can easily prospect multiple companies by sending them a batch campaign. But many of our users wonder: how can I track a campaign? how can I manage campaigns individually and for the companies, and how can I blacklist them? Those are really
The SEC indicated that its first compliance examinations would begin in July-August. How will your firm prove to the SEC that your advisors abided by Reg-BI standards with every client contact? If you work as a team and have a compliance officer, RegBIoptimizer’s admin portal
Advisors have been using LE Pro to win retirement plan business for a few months and have sent thousands of emails to prospects. This podcast will examine the e-mail success metrics and discuss what the future of marketing looks like in LE Pro.
Anecdotal EvidenceData Backed ResultsNot Good Enough When we released our CTML (Customizable Trackable Marketing Letters) and LE Pro and Platinum campaign features, we knew these tools would be game changers for anyone looking to grow their plan business. What we didn’t know, was just how successful
Regulation Best Interest compliance examinations are around the corner. Yet, just as Advisors and Brokers adapt to a new Reg-BI environment the Department of Labor (DOL) proposed a new regulation that will affect anyone who gives investment advice.