8 Tips for Financial Advisors to Enhance their Website & Convert Visitors into ClientsDaniel Satchkov11 Oct 2018In the digital age personal and business websites have become as common as having printed business cards. This further poses...Read More
How Can Open MEPs Help Plan Advisors to Grow Their Business?Daniel Satchkov10 Oct 2018President Trump with his Executive Order on Retirement plans expanded the horizons of better retirement to many people who before...Read More
How to facilitate a conversation about risk & obtain better portfolio outcomes for your clientsDaniel Satchkov09 Oct 2018At Larkspur-RiXtrema, we create great tools for advisors. Our tools combine quantitative rigor with user friendly interfaces and often, a...Read More
10 Hidden Features of Larkspur-Rixtrema You Need to Know AboutDaniel Satchkov08 Oct 2018Ten hidden features from various Larkspur-Rixtrema tools for financial advisors
15 Weekly Stats: Week of October 8, 2018Daniel Satchkov08 Oct 2018Matt Meyer and Michael Robinson are founders of The BluePrint Insurance Services. Their mission is to be the premier insurance...Read More
5 Articles for your weekend reading list: October 6-7, 2018Daniel Satchkov05 Oct 2018 Here are five suggested articles to read this weekend: 1. Will Small Employers Adopt 401k Multiple Employer Plans? – President Trump’s...Read More
Why It’s Time to Prioritize Your Marketing Budget as Financial AdvisorDaniel Satchkov04 Oct 2018It is common knowledge that to make money one needs to spend money. It is equally important to properly allocate...Read More
How to Create Tremendous Savings For Plan Participants Without Reducing Your FeesDaniel Satchkov03 Oct 2018ERISA based litigation is exploding. Targets of litigation include both large and medium sized plans. Legal challenges against Anthem, Boeing,...Read More