Advisors are still in denial about Regulation Best Interest
Here are my key takeaways from the LINC conference. When the SEC knocks, how will you prove compliance? The Stars...Read More
Wednesday, March 18, 2026
Blog 4 Columns
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Client Relationship Summary (CRS Form) Checklist
Introduction Description of relationships and offered services A statement of the applicable conduct standard associated with the services Fees and...Read More
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...Read More
Video: Relate To Your Client’s Dreams and Fears as a Retirement Plan Advisor
Risk and Retirement Goals In Your Proposal Every tool you use must help in answering the ‘so-what’ question for your...Read More
Voice AI Shift Started: Build an Assistant in 20 Minutes (No Code)
The voice AI shift isn't coming - it's already here. As we move into 2026, businesses that automate client communication will win. The best part? You don't need a team of programmers to do it.
Stop Wasting Your Expertise on Cold Calls – Your AI Sales Revolution Starts NOW
AI tools are evolving too quickly for firms to sit back and wait. This isn’t about experimentation anymore - it’s about staying competitive. One of the fastest-moving areas is voice.
You research plans for hours. Let our AI do it in seconds
Most advisors sense that AI is important. Very few realize how quickly it’s already changing what a firm can do with the same people, the same budget, and the same time.The gap between firms that experiment with AI and those that operate with it is growing fast—and it’s becoming visible to clients.
Stop Dialing for Dollars. Start Talking to Decision Makers
You're a retirement plan expert - not a telemarketer. Yet finding new clients means hours of cold calling, leaving voicemails, and hoping someone picks up. The numbers game is draining, time-consuming, and pulls you away from what you do best: advising.
Your Website Is Now a Web Application – Not Just a Brochure
Forget static pages. Using Replit, VAPI, and 11Labs, RiXtrema transformed a financial advisor’s site into a live, conversational web application.
Your Website Is a Silent Salesperson – Until AI Gives It a Voice
oday's clients expect conversation—not just content. By integrating tools like Replit, VAPI, and 11Labs, forward-thinking financial advisors are transforming their sites into 24/7 AI assistants that answer questions, qualify prospects, and book consultations—while they sleep
Voice AI Is Easier Than You Think
For many advisors, voice AI still sounds complex, expensive, or risky. In reality, it’s becoming simpler and more practical than most expect.
Why Voice Assistants Are Becoming Surprisingly Easy – and Surprisingly Powerful
For many advisors, voice AI still sounds complex, expensive, or risky. In reality, it’s becoming simpler and more practical than most expect.