Working Effectively – A conversation with Erik Solbakken (CPA)
The struggles of CPAs, RIAs, and BDs exist because of mindsets and practices anchored in old professional service business models. Erik Solbakken changed the way CPAs market and build client relationships by building an educational platform to train small firms on entrepreneurship strategies. In this part of the educational series, Yon chats with Erik about...Read More
Boris finally birthed his Brexit baby
Doctor, I can see the head Another Brexit referendum is off the table What about Europe? 28 may be a crowd. 27 EU members is a party. Doctor, I can see the head Residents and anyone visiting Ireland or the United Kingdom will be overwhelmed with news about Boris’ burgeoning baby, BREXIT. It is everywhere,...Read More
How to Manage Risk with Insurance Products – A conversation with Michael Robinson from the BluePrint Insurance Services
This part of the educational series with a discussion about incorporating insurance into a portfolio to grow at a consistent rate with less risk. Michael Robinson joins Yon to discuss his company, The Blue Print Insurance Services, which provides premier insurance for IRAs and comprehensive advisors. For Michael, insurance is a vehicle to increase revenue...Read More
What Are the Key Elements of Successful Marketing Campaign?
Adaptability and Efficiency Many of our clients use default marketing templates in Larkspur Executive, but that is only a small part of the Customized Trackable Marketing Letter (CTML) tool. Working with the Client Success Team to customize your templates can help you find a balance between efficiency and adaptability in your marketing campaigns. Rixtrema CEO,...Read More
Growth is precarious at best, says the IMF
Rixtrema CEO, Yon Perullo, and blog contributor, Colin Ward discuss the International Monetary Fund’s global growth expectations or lack thereof. We know that staying ahead of client worries and expectations is essential, so bring you this risk narrative to help quell concerns. The IMF estimates sluggish growth by advanced economies will be buoyed by emerging...Read More
Tenuous At Best: IMF Reveals A Sluggish U.S. and Eurozone Buoyed By Emerging Markets
Globalization, a double-edged sword One word: Precarious Outlook for Advanced Economies Outlook for Emerging and Developing Markets Trust the chart… Trust the chart… Climate change remains a looming threat The party mast stop at some point Let’s not forget Global Imbalances Next time: how to avoid doom and gloom Globalization, a double-edged sword After reviewing...Read More
Keeping Order During Major Marketing Campaigns With Larkspur Executive’s Notes Tool
Sometimes marketing campaigns are successful because of a delicate balance between the quantity of contacts and quality of marketing materials. Larkspur Executive has numerous tools to conduct massive direct mail and email marketing campaigns. Nevertheless, when undertaking a prospect list a hundred or a thousand plan sponsors deep, efforts can become a bit daunting quickly....Read More
Hidden opportunities in the Reg BI
Key elements of the Reg BI Adopt a financial literacy focus Simple solutions sell Free trading, differences in generational marketing, and economic challenges are significantly changing the Financial Services Industry. Despite the original Fiduciary Rule being struck down last year, the Regulation Best Interest (Reg-BI) is making the roles and responsibilities of financial services professionals...Read More
PCT Pro Using RetireRisk To Plan Cashflow In Retirement
PCT Pro was designed Portfolio Crash Test Pro was created because there was not a tool for Financial Advisors that allowed them to specifically examine the internal and external risk of a client’s portfolio. Each feature within the software enables a financial advisor to confidently sit with a client and explain the opportunities and vulnerabilities...Read More
Larkspur Executive Can Create Analytical Direct Mail Letters
Automate your direct mail packages Contact the Client Success team to build your own templates Here’s how to create direct mail in just a few clicks Rixtrema’s financial planning software platform streamlines marketing and analysis [vc_row][vc_column][vc_column_text]Save time when running a direct mail campaign. With just a few clicks, Larkspur Executive allows you to create consistently...Read More