Advisors are still in denial about Regulation Best Interest
Here are my key takeaways from the LINC conference. When the SEC knocks, how will you prove compliance? The Stars Point to Compliance Better to bargain We are here to help you with compliance. More to come from LINC 2020 My colleague, Luke St. Angelo (RiXtrema’s VP of Client Success), and I had the opportunity...Read More
Client Relationship Summary (CRS Form) Checklist
Introduction Description of relationships and offered services A statement of the applicable conduct standard associated with the services Fees and Costs A Comparison of BD and RIA services for firms that are not dually registered Conflicts of Interest associated with the firm’s relationship to its services, fees, and other BDs and RIAs Legal and disciplinary...Read More
Does Reg-BI have teeth? Don’t wait to find out…
We are seeing tremendous amount of interest from advisors in RegBIoptimizer. And what is particularly gratifying is that this time people understand that procrastination is NOT a strategy. RIAs and BDs know that procedures and documentation will be very different post-RegBI, and RegBI Optimizer will help you reach compliance. Still, some people do prefer to...Read More
Video: Relate To Your Client’s Dreams and Fears as a Retirement Plan Advisor
Risk and Retirement Goals In Your Proposal Every tool you use must help in answering the ‘so-what’ question for your clients. Clients want to understand their investments and the risks that they are taking. But that is not enough. Your proposal must speak to their goals, dreams and fears, otherwise all you have is a...Read More
Voice AI Shift Started: Build an Assistant in 20 Minutes (No Code)
The voice AI shift isn't coming - it's already here. As we move into 2026, businesses that automate client communication will win. The best part? You don't need a team of programmers to do it.
Stop Wasting Your Expertise on Cold Calls – Your AI Sales Revolution Starts NOW
AI tools are evolving too quickly for firms to sit back and wait. This isn’t about experimentation anymore - it’s about staying competitive. One of the fastest-moving areas is voice.
You research plans for hours. Let our AI do it in seconds
Most advisors sense that AI is important. Very few realize how quickly it’s already changing what a firm can do with the same people, the same budget, and the same time.The gap between firms that experiment with AI and those that operate with it is growing fast—and it’s becoming visible to clients.
Stop Dialing for Dollars. Start Talking to Decision Makers
You're a retirement plan expert - not a telemarketer. Yet finding new clients means hours of cold calling, leaving voicemails, and hoping someone picks up. The numbers game is draining, time-consuming, and pulls you away from what you do best: advising.
Your Website Is Now a Web Application – Not Just a Brochure
Forget static pages. Using Replit, VAPI, and 11Labs, RiXtrema transformed a financial advisor’s site into a live, conversational web application.
Your Website Is a Silent Salesperson – Until AI Gives It a Voice
oday's clients expect conversation—not just content. By integrating tools like Replit, VAPI, and 11Labs, forward-thinking financial advisors are transforming their sites into 24/7 AI assistants that answer questions, qualify prospects, and book consultations—while they sleep
Voice AI Is Easier Than You Think
For many advisors, voice AI still sounds complex, expensive, or risky. In reality, it’s becoming simpler and more practical than most expect.
Why Voice Assistants Are Becoming Surprisingly Easy – and Surprisingly Powerful
For many advisors, voice AI still sounds complex, expensive, or risky. In reality, it’s becoming simpler and more practical than most expect.
Why Voice Assistants Are Becoming a Practical Advantage for Advisors
AI in advisory firms is quickly moving from experiments to clear, practical use cases. One of the most effective - and overlooked - is voice.
Voice-First AI Is Coming to Advisory Firms (Whether You’re Ready or Not)
Advisors don’t lose to “better advice.” They lose to speed, responsiveness, and consistency—especially when the competition can answer questions instantly, follow up immediately, and keep momentum without burning out the team.