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Here's how you can take the Offensive while Competitors Hunker Down

Take the offensive during this financial downturn Plan Sponsors are under pressure from Participants Make your marketing seamless and automatic Set it and forget it Take the offensive during this financial downturn Now is not the time for financial advisors to sit...

Investing Retirement Plans Risk Management

The CARES Act and What It Means For Plan Participants

Alexandr Starodubtsev

07 Apr 2020

President Donald Trump signed the $2.3 trillion coronavirus stimulus legislation on Friday, 3/27/20, a.k.a. The “Coronavirus Aid, Relief and Economic Security” Act (CARES). The Act represents government spending equal to 52% of the $4.447 trillion in 2019 actual government outlays. This...

How Funnelling Can Help Financial Advisors find Prospects

Yon Perullo Colin Ward

06 Apr 2020

Jean Palmer-Maloney is the Co-founder of ABEM Digital Creations, a marketing consultancy company that helps businesses by connecting their internet appearances into a profit-making presence. Jean gave us a crash course on how financial advisors can harness funneling and internet marketing...

Investing

What Will The March Unemployment Rate Show

Yon Perullo

03 Apr 2020

As every market watcher or person stuck at home watching cable news is now aware, Initial Jobless Claims came in at a staggering 6.6m new claims. With the revision to last week’s numbers, there have been almost 10 million new claims in...

Case Studies - Larkspur Executive

Larkspur Executive converts Prospects to Clients

Alexandr Starodubtsev

01 Apr 2020

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...