5 Things You Can Do Right Now to Be a Better Financial Advisor
How can one excel above the competition as an advisor? Here are five things you can start doing right now...Read More
Wednesday, December 17, 2025
Blog 4 Columns
Caption placed here
The Proof Is In The Pudding: How portfolio crash testing worked for me.
In the last post I discussed my history using Portfolio Crash Testing’s (PCT) big brother, Riskostat. Riskostat shares the same DNA...Read More
15 Weekly Stats: Week of August 13, 2018
Matt Meyer and Michael Robinson are founders of The BluePrint Insurance Services. Their mission is to be the premier insurance...Read More
The Complete Guide to the 404(c) Diversification Report
Below is your complete guide (with corresponding screenshots) to the 401kFiduciaryOptimizer 404(c) Diversification Report: Diversification addresses a plan lacking diversifying...Read More
A new way to think about visually dynamic tools for financial advisors
As noted in an article from WealthManagement.com, visually dynamic tools with a great education message are a huge weapon for...Read More
Why prospecting through social media is a must for financial advisors
We all know how important it is to upkeep prospecting techniques if we want to grow our business. The majority...Read More
The importance of “HENRYs” for Retirement Plan Advisors
Nowadays it seems that high earning millennials are a very popular topic for financial advisors, or more importantly the approach...Read More
From Client to CEO: Does Portfolio Crash Testing Really Work?
At Larkspur-RiXtrema, we create great tools for advisors. Our tools combine quantitative rigor with user friendly interfaces and often, a...Read More