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
Monday, December 15, 2025
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
AI is a Weapon, Not Intelligence: Why Dismissing It as a Bubble is a Costly Mistake
The chatter is everywhere: “AI is a bubble.” It’s overhyped, they say. At RiXtrema, we have a different, more urgent perspective from our president, Daniel Satchkov: AI is not a bubble; it's a weapon.
StressTestAI SHOCK: Gold & Silver WIN the Volatility Game
Remember our call on gold & silver from Nov 2022? The thesis was based on metal leaving London vaults. The results are in: Gold +32%, Silver +33%!
StressTestAI: Risk Management Without the Unwelcome Surprises
Imagine this: volatility spikes, and overnight, your client's risk metric jumps dramatically. Suddenly, you're having a difficult conversation, explaining why the number is so different from what you showed just a month ago.
StressTestAI: Future-Proof Your Portfolio with Stress Testing
Stress testing is your key to proactive risk management. Unlike backward-looking historical analysis, it simulates how your portfolio would handle future crises - from trade wars to global economic shifts.
RemAI: The Financial Advisor’s Ultimate Content Solution
The emergence of powerful AI, and specifically the groundbreaking new tool RemAI, has turned content creation from a time-consuming chore into a strategic, efficient, and powerful advantage. It’s no longer about finding time to create; it’s about leveraging technology to become a content powerhouse.
401kAI: A Must-Consider Tool for Financial Client Acquisition
This isn't just another theoretical solution. This tool provides everything you need: AI-powered content creation, targeted campaign management, and high-converting landing pages.
Stop Using LinkedIn Wrong. Try This Instead
LinkedIn isn't for broadcasting. It's for diagnosing. Most people treat LinkedIn like any other social media platform. They post content and hope someone sees it. This is a mistake. You're trying to shout in a crowded room where no one can hear you.
The Brutal Truth About Social Media Marketing (And Where the REAL Money Hides)
Research shows buyers need 7-8 positive touchpoints before purchasing. On chaotic feeds, reaching someone that often? Nearly impossible.