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Larkspur Executive converts Prospects to Clients

Larkspur Executive provides powerful retirement plan analytics along with a relentless marketing process that can be used to win the business of plan sponsors. It allows advisors to analyze retirement plans and send and prepare illuminating reports for plan sponsors. The...

Regulation Best Interest

SCOTUS Ruling Alert! Plan Sponsors And Fiduciaries May Risk Litigation

Colin Ward

27 Mar 2020

Don’t Fear the Ruling Here’s what the Court Found How advisors can benefit from this ruling This ruling will not change anytime soon Here are some next steps for advisors Just when you thought Reg-BI was enough to worry about, a new...

Turbocharge Your Plan Prospecting

Daniel Satchkov

26 Mar 2020

Yon Perullo and Daniel Satchkov discuss how RiXtrema’s Larkspur Executive premium packages can take your email marketing campaigns to the next level with targeted email sequences.

Article Review Marketing Advice

Learn how to do Content Marketing the Right Way as a Financial Advisor

German Lee

26 Mar 2020

Our recent marketing articles focused on how to market the content an advisor already has in place but we haven't focussed enough on creating original content.

Investing

Global Oil War

Alexandr Starodubtsev

24 Mar 2020

Our COVID-19 under-prediction An Arm Wrestle Competition between OPEC and Russia The Energy Crisis can linger longer than Coronavirus Portfolio Crash Test Pro is the best tool for crises COVID-19 is not the only story affecting financial markets, though its effect is...

Investing

How Fast? Historically Fast.

Yon Perullo

24 Mar 2020

Last week as I was watching the markets I was thinking that this must be the fastest 30% drop in history. As things happen, I didn’t have the time to do the research, but luckily others did. The folks at Bank of...

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