Blog Medium With Both Sidebar

Risk Tolerance is just half the picture Now is the time to reflect A questionnaire without Risk Capacity is a blunt tool! Risk Capacity + Risk Tolerance = Risk Profile How did your client investors...

Colin Ward

16 Aug 2019

Great Recession Deja Vu?: What to say to ignore the peanut gallery

What do you tell fearful clients when they call to suddenly change their investment strategy because of the trending bearish media soundbite? Maybe it is easy to dismiss when the source is dim. But, periodically a few distinguished ...

Colin Ward

15 Aug 2019

Capture Your Client’s Risk Profile with the PCT Questionnaire

Sending a Risk Questionnaire First, Risk Tolerance Expanding the Picture with Risk Capacity So the Investor Completed the Questionnaire, Now What? Key Takeaways At Larkspur-Rixtrema, we know how important it is for financial advisors...

Daniel Satchkov

12 Aug 2019

Podcast: A Blockchain is Not a Blockchain: Decentralized and Permissioned Blockchains

When it comes to social impact of cryptocurrencies and blockchain, there are two schools of thought. One says that a blockchain is a great tool of decentralization and disruption in both tech and finance, and...

Daniel Satchkov

06 Aug 2019

Case Study: How to take Prospecting to a New Level with Larkspur Executive’s Custom Trackable Marketing Letters (CTML)

Here at Larkspur-RiXtrema, we understand retirement plan advisors. Over 10K plan advisors use our software, which is about a quarter of all plan advisors in the country. We understand how busy you are and the...