Working Remotely: Virtual Interactions between Advisors and Clients
Financial Advisors Benefit from Working Remotely We are now into a second year of new remote work rules, precipitated by the pandemic. Large numbers of financial advisors have become accustomed to working from home. While the forced shutdowns hurt a lot of industries and individual businesses, financial planning, in general, not only survived but...Read More
Quick User Guide – CoinOptimizer
According to coinmarketcap.com, as of April 2021, there were more than 9,000 cryptocurrencies that facilitate peer-to-peer transfers of data and value. Where does this leave the individual who believes in the future of these crypto-assets but can’t figure out how to invest in them?
Quick User Guide – RegBI Optimizer
Choose Recommendation wizard option and it takes you tothe process. Choose the client you do a rollover recommendation for.If you create a new client n this step the email is mandatory,it will be used as a unique identifier. We are assessing the best interest on the Step 2.We going to look...Read More
Quick User Guide – Prospects of Wealth
Find a prospect in your area using our search tool Search by a zip code in your area. You can also put in some radius.Choose the source: Executives (the database is the same as in Larkspur Executive program), or HNWI – High Net Worth Individuals, or both Executives & HNWI, and hit “Search” button. ...Read More
The Pandemic and Participants
«Most Americans (69%) describe themselves as proactive or planners—and 64% either have a plan or have thought in detail about how to afford their desired lifestyle in retirement».
Quick User Guide – 401kFO Steps
Edit Your Settings Step 1. Select the Person Icon in the top Right Step 2. Edit you company details Step 3. Edit your Optimization settings Add Your Provider List Step 1. Select Edit Plan Step 2. Scroll Down to Upload to the right of the provider list section ...Read More
Quick User Guide – Planisphere
When you first log in to Planisphere, the Search page is your starting point
How to Assess Risk When Investing in Crypto – Use Coinoptimiser
According to coinmarketcap.com, as of April 2021, there were more than 9,000 cryptocurrencies that facilitate peer-to-peer transfers of data and value. Where does this leave the individual who believes in the future of these crypto-assets but can’t figure out how to invest in them? The vast majority of advisors don’t recognize them as an investable...Read More
Call Center Booster To Marketing Reach
This is the question you will be asking when developing your own growth strategies. The answer to this question can vary from business to business. In general, it is a marketing approach focused on creating and distributing valuable, relevant, and consistent content to attract and retain a clearly defined audience — and, ultimately, to drive profitable customer action.
Reconsider Adding Revenue-Sharing Funds To Your Investment Menu
You may want to consider removing revenue-sharing plans from the investment menu, as they actually increase your spending and lower income.