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 on their heels and reverse marketing strategies. 401(k) participant employees are more focused...Read More
The CARES Act and What It Means For Plan Participants
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 stimulus package will be a massive help for many Americans who lost their...Read More
How Funnelling Can Help Financial Advisors find Prospects
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 to generate new business leads. Part of ABEM’s profits goes to supporting the...Read More
What Will The March Unemployment Rate Show
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 the last two weeks. Unprecedented is an understatement. According to economists’ estimates compiled...Read More
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 program just got better at the end of last year. Larkspur Executive now...Read More
SCOTUS Ruling Alert! Plan Sponsors And Fiduciaries May Risk Litigation
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 court ruling just set a new standard for advising employer-plans. Intel lost a...Read More
Turbocharge Your Plan Prospecting
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.
Learn how to do Content Marketing the Right Way as a Financial Advisor
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.
Global Oil War
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 a sheer massacre. The S&P 500 has dropped 30% in a matter of...Read More
How Fast? Historically Fast.
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 America did the leg work, and CNBC did the reporting to show that...Read More