Blog Full With Right Sidebar

Here are five suggested articles to read this weekend: 1. STOP Being a Monday Morning 401k Quarterback – It’s easy to walk into a prospect meeting, look at the 401k plan playback information, and talk about investments underperformance, plan design fumbles and retirement replacement...

Plan Fiduciary Using Larkspur-RiXtrema Tools

The ultimate tool for documenting every part of your best-interest practice

Daniel Satchkov

20 Sep 2018

Here is why IRAFiduciaryOptimizer is the ultimate tool for documenting every part of your best-interest practice: Create a comprehensive best interest report that will analyze investment fees, plan fees, advisory fees, benchmarking, and more! Be Confident About Your Best Interest Reporting: The only...

Plan Fiduciary Using Larkspur-RiXtrema Tools

5 Ways Larkspur-Rixtrema tools will help you become a better fiduciary

Daniel Satchkov

19 Sep 2018

Here are a few quick facts on how Larkpur-Rixtrema tools will help you become a better fiduciary because: 1. Larkspur-RiXtrema tools will help you get a better understanding of the current 401(k) plan provided by the employer. 2. With the help of...

Prospecting Using Larkspur-RiXtrema Tools

Follow These 4 Simple Steps to Win Over Prospects and Grow your Practice

Daniel Satchkov

18 Sep 2018

Over the years we have developed an extensive database of 401K plan menus and the contact information for executives that work at the plan sponsor. By combining this information with our Portfolio Crash Testing (PCT) tool, you have a powerful prospecting platform...

15 Weekly Stats

15 Weekly Stats: Week of September 17, 2018

Daniel Satchkov

17 Sep 2018

Matt Meyer and Michael Robinson are founders of The BluePrint Insurance Services. Their mission is to be the premier insurance partner for RIAs and comprehensive financial advisors. The BluePrint provides an operational insurance platform that allows our partners to provide the highest...

Plan Fiduciary Prospecting

Building and Managing Your Retirement Plan Pipeline

Daniel Satchkov

17 Sep 2018

One analogy I often use is that a qualified plan database (or any prospecting database) is like a gym membership. You can get all sorts of benefits from it, but in order for that to happen, you have to put it to...

Blog Full With Right Sidebar

5 Articles for your weekend reading list: September 22-23, 2018

The ultimate tool for documenting every part of your best-interest practice

5 Ways Larkspur-Rixtrema tools will help you become a better fiduciary

Follow These 4 Simple Steps to Win Over Prospects and Grow your Practice

15 Weekly Stats: Week of September 17, 2018

Building and Managing Your Retirement Plan Pipeline

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