Blog 3 Columns

The CARES Act and What It Means For Plan Participants

President Donald Trump signed the $2.3 trillion coronavirus stimulus legislation on Friday, 3/27/20, a.k.a. The “Coronavirus Aid, Relief and Economic Security” Act (CARES). The Act represents government spending equal...

How Funnelling Can Help Financial Advisors find Prospects

Yon Perullo Colin Ward

06 Apr 2020

Jean Palmer-Maloney is the Co-founder of ABEM Digital Creations, a marketing consultancy company that helps businesses by connecting their internet appearances into a profit-making presence. Jean gave us a...

What Will The March Unemployment Rate Show

Yon Perullo

03 Apr 2020

As every market watcher or person stuck at home watching cable news is now aware, Initial Jobless Claims came in at a staggering 6.6m new claims. With the revision to...

Larkspur Executive converts Prospects to Clients

Alexandr Starodubtsev

01 Apr 2020

Larkspur Executive provides powerful retirement plan analytics along with a relentless marketing process that can be used to win the business of plan sponsors. It allows advisors to analyze...

SCOTUS Ruling Alert! Plan Sponsors And Fiduciaries May Risk Litigation

Colin Ward

27 Mar 2020

Don’t Fear the Ruling Here’s what the Court Found How advisors can benefit from this ruling This ruling will not change anytime soon Here are some next steps for advisors...

Turbocharge Your Plan Prospecting

Daniel Satchkov

26 Mar 2020

Yon Perullo and Daniel Satchkov discuss how RiXtrema’s Larkspur Executive premium packages can take your email marketing campaigns to the next level with targeted email sequences.

Learn how to do Content Marketing the Right Way as a Financial Advisor

German Lee

26 Mar 2020

Our recent marketing articles focused on how to market the content an advisor already has in place but we haven't focussed enough on creating original content.

Global Oil War

Alexandr Starodubtsev

24 Mar 2020

Our COVID-19 under-prediction An Arm Wrestle Competition between OPEC and Russia The Energy Crisis can linger longer than Coronavirus Portfolio Crash Test Pro is the best tool for crises COVID-19...

How Fast? Historically Fast.

Yon Perullo

24 Mar 2020

Last week as I was watching the markets I was thinking that this must be the fastest 30% drop in history. As things happen, I didn’t have the time to...