Blog 2 Columns

1. Not enough research. Many advisors automatically assume that financial planning expertise will translate into plan success. You need to actually learn the space and study...

How to Distinguish Yourself from the Competition as a Plan Advisor

Daniel Satchkov

18 Apr 2018

Most of the advisors may do very little to distinguish themselves from the competition. By making yourself stand out from the crowd, you stand a...

A Must Have Checklist for Retirement Plan Advisors before an Important Meeting or Call

Daniel Satchkov

18 Apr 2018

Not preparing before a meeting or phone call can be a major mistake for Retirement Plan Advisors. Research is a key. Go online to review...

Reasons Why Retirement Plan Advisors and Providers Need to Work Together

Daniel Satchkov

17 Apr 2018

An article from Investment News discussed the need for Retirement Plan Advisors to change their approach and the way they work with providers. The article...

Robo-adviser that helps find other robo-advisers?

Daniel Satchkov

10 Apr 2018

A recent Tearsheet article, mentions a new startup whose primary focus will be to help clients find digital investment products while incorporating a robo-advice model...

Grow Your Plan Sponsor Business with 401kFiduciaryOptimizer, an Innovative Retirement Plan Diagnostics Tool (Financial Advisor Magazine)

Daniel Satchkov

09 Apr 2018

RiXtrema found that plan sponsors and their advisors can save billions for the participants, Financial Advisor Magazine writes. You can unlock your share of that...

You Need a Process To Win More Plans

Daniel Satchkov

09 Apr 2018

Growing your 401(k) business is about delivering value, plain and simple. If you demonstrate unique value in your proposal by optimizing the costs and benefits...

The DOL’s Fiduciary Rule: Where Will We Go Now?

Daniel Satchkov

27 Mar 2018

Much has been speculated about the Fifth Circuit Court of Appeals ruling last Thursday to vacate the Fiduciary Rule, perhaps most notably the fact that...