5 Articles for your weekend reading list: September 22-23, 2018
Here are five suggested articles to read this weekend: 1. STOP Being a Monday Morning 401k Quarterback – It’s easy to walk into a prospect meeting, look at the 401k plan playback information, and talk about investments underperformance, plan design fumbles and retirement replacement ratio spreads. (401kspecialistmag.com) 2. Best Interest and Best Practices: Improving Retirement Outcomes – Advancements in technology have...Read More
The ultimate tool for documenting every part of your best-interest practice
Here is why IRAFiduciaryOptimizer is the ultimate tool for documenting every part of your best-interest practice: Create a comprehensive best interest report that will analyze investment fees, plan fees, advisory fees, benchmarking, and more! Be Confident About Your Best Interest Reporting: The only software that went through a thorough review with top attorneys. Save Hours &...Read More
5 Ways Larkspur-Rixtrema tools will help you become a better fiduciary
Here are a few quick facts on how Larkpur-Rixtrema tools will help you become a better fiduciary because: 1. Larkspur-RiXtrema tools will help you get a better understanding of the current 401(k) plan provided by the employer. 2. With the help of 401kFiduciaryOptimizer you’ll be able to get your plan diversified in the best possible...Read More
Follow These 4 Simple Steps to Win Over Prospects and Grow your Practice
Over the years we have developed an extensive database of 401K plan menus and the contact information for executives that work at the plan sponsor. By combining this information with our Portfolio Crash Testing (PCT) tool, you have a powerful prospecting platform that gives you the ability to tailor a unique pitch. Here’s how it...Read More
15 Weekly Stats: Week of September 17, 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 level of insurance access and support. We feature weekly update with permission: Contact...Read More
Building and Managing Your Retirement Plan Pipeline
One analogy I often use is that a qualified plan database (or any prospecting database) is like a gym membership. You can get all sorts of benefits from it, but in order for that to happen, you have to put it to good use. We all start the year with good intentions, but it’s easy...Read More
6 Best Practices For Reaching a Busy Plan Sponsor
We at Larkspur-RiXtrema know how difficult it can be to keep up in the retirement plan space. There are so many wasteful plans out there, and it can seem easy to reach out to these plan sponsors to point out these flaws to them. However, even with powerful quantitative tools at your disposal, the plan sponsors might...Read More
How to Safely Approach Online Reputation and Review Platforms as a Financial Advisor
Online business reputation and customer reviews have become a significant part of social media and various online platforms while rating everything from restaurants to products and even financial services. According to a recent article in Morningstar: “business owners are faced with the challenge of how to effectively manage their business’s reputation online”. More importantly, the article...Read More
5 Articles for your weekend reading list: September 15-16, 2018
Here are five suggested articles to read this weekend: 1. A Post-Fiduciary Rule Rollover Playbook – The short-lived fiduciary rule provided that anyone who received compensation in connection with recommending a rollover would have been considered an ERISA fiduciary.(401kspecialistmag.com) 2. Best Interest and Best Practices: Improving Retirement Outcomes – The Investment Company Institute (ICI) is celebrating National 401(k) Day this week...Read More
This is How You can Address Fiduciary Concerns & Build Suitable Portfolios
During the webinar you will learn how to use cutting edge science to measure risk tolerance and build most efficient risk/return profiles for every client and prospect. Keeping the fiduciary standard in mind, today it is more important than ever to accurately measure an investor’s risk tolerance and to build appropriate portfolios. RiXtrema and FinaMetrica...Read More