Does Reg-BI have teeth? Don’t wait to find out…
We are seeing tremendous amount of interest from advisors in RegBIoptimizer. And what is particularly gratifying is that this time people understand that procrastination is NOT a strategy. RIAs and...Read More
Larkspur Executive’s Newest Feature: CTML – Custom Trackable Marketing Letters
RiXtrema CEO, Yon Perullo, discusses the newest upgrade to Larkspur Executive and how it can help advisors reach out to prospects with RiXtremist, Luke St. Angelo Larkspur Executive Video Guide:...Read More
Technology So Good – You Can Taste It (if you cook it right)
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...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
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
Podcast:Retirement Plans Are Wasting $12.32B in Fees: How Are Your Clients & Prospects Doing?
Summary: Massive study by Larkspur-RiXtrema uncovers deficiencies and shows opportunities. On this podcast you will find out about this historic study. We undertook first of a kind research study by...Read More