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Financial advisors should always keep in mind that pumping their sales is not the ultimate goal. It always feels good to be a winner when it comes to sales and having contracts settled one-by-one is...

Marketing Advice

A list of core beliefs every financial advisor must have.

Daniel Satchkov

20 Jul 2018

1. The financial advisor must believe in being the go-to financial advisor of choice amongst the affluent in the community by staying on the top of all important matters, by being knowledgeable and helpful to...

Marketing Advice

Understanding the importance of SEO for financial advisors

Daniel Satchkov

19 Jul 2018

A recent article from the Journal of Financial Planning places emphasis on the need for SEO in the marketing process for every financial advisor. The article acknowledges that this particular field of prospecting is widely...

How to Risk Management Risk Tolerance

How to adjust your client’s investment goals and risk tolerance for an ideal portfolio

Daniel Satchkov

19 Jul 2018

Risk in itself is neither good nor bad, but it is extremely important that you understand what risk and how much of it you are taking. As advisors are adopting wealth management technology, they seem...

Case Study

Your 1 minute case study on 401K Retirement Plans: A look at hidden fees

Daniel Satchkov

18 Jul 2018

Welcome to another case study here at Larkspur-RiXtrema. Today, we are going to look at some of the hidden fees behind the LIFESPAN, INCORPORATED RETIREMENT SAVINGS PLAN. To reconcile the extra fees like record keeping...

DOL’s Fiduciary Rule Plan Fiduciary

Advisors have a key role to play when it comes to helping clients ensure compliance.

Daniel Satchkov

17 Jul 2018

SOURCE: planadviser.com A recent web seminar covered the topic of missing participants with Mercer experts Margaret Berger, principal, Princeton, New Jersey, Brian Kearney, principal, Washington, D.C., Norma Shaiara, principal, Washington, D.C. Dealing with missing participants is...

Blog Full With Both Sidebar

What it means to excel as a trusted financial advisor

A list of core beliefs every financial advisor must have.

Understanding the importance of SEO for financial advisors

How to adjust your client’s investment goals and risk tolerance for an ideal portfolio

Your 1 minute case study on 401K Retirement Plans: A look at hidden fees

Advisors have a key role to play when it comes to helping clients ensure compliance.

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