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President Trump with his Executive Order on Retirement plans expanded the horizons of better retirement to many people who before had no chance to retire comfortably and securely. It helps to close the gap between many employees working for small companies which...

Risk Management

How to facilitate a conversation about risk & obtain better portfolio outcomes for your clients

Daniel Satchkov

09 Oct 2018

At Larkspur-RiXtrema, we create great tools for advisors. Our tools combine quantitative rigor with user friendly interfaces and often, a measure of prospecting to help an advisor grow their business. Lately we have been focusing many of our blog posts on Portfolio...

Technical Advice

10 Hidden Features of Larkspur-Rixtrema You Need to Know About

Daniel Satchkov

08 Oct 2018

Ten hidden features from various Larkspur-Rixtrema tools for financial advisors

15 Weekly Stats

15 Weekly Stats: Week of October 8, 2018

Daniel Satchkov

08 Oct 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...

5 Articles for your weekend reading list: October 6-7, 2018

Daniel Satchkov

05 Oct 2018

Here are five suggested articles to read this weekend: 1. Will Small Employers Adopt 401k Multiple Employer Plans? – President Trump’s “Executive Order (EO) on Strengthening Retirement Security in America” could be a game changer for the retirement prospects of workers at small...

Article Review Marketing Advice

Why It’s Time to Prioritize Your Marketing Budget as Financial Advisor

Daniel Satchkov

04 Oct 2018

It is common knowledge that to make money one needs to spend money. It is equally important to properly allocate budget funds and maximize the ROI as a financial advisor. A recent article in Advisor Perspectives focuses on just that while breaking...

Blog Full With Right Sidebar

How Can Open MEPs Help Plan Advisors to Grow Their Business?

How to facilitate a conversation about risk & obtain better portfolio outcomes for your clients

10 Hidden Features of Larkspur-Rixtrema You Need to Know About

15 Weekly Stats: Week of October 8, 2018

5 Articles for your weekend reading list: October 6-7, 2018

Why It’s Time to Prioritize Your Marketing Budget as Financial Advisor

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