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At Larkspur-RiXtrema, we create great tools for advisors. Our tools combine quantitative rigor with user friendly interfaces and often, a measure of prospecting to help an advisor grow their business. Lately we have been focusing many of our blog posts on Portfolio Crash Testing (PCT). Those of you who have spoken with me about PCT know that it is my favorite offering. I believe that it is the best tool on the market to facilitate a conversation about risk between an advisor and client. While PCT makes the risk conversation easy, an advisor can be assured that the analytics behind the scenes are as robust as those used by institutional...

Daniel Satchkov

08 Oct 2018

10 Hidden Features of Larkspur-Rixtrema You Need to Know About

Ten hidden features from various Larkspur-Rixtrema tools for financial advisors

Daniel Satchkov

08 Oct 2018

15 Weekly Stats: Week of October 8, 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: Matt Meyer Co-Founder 424.387.4143 MMeyer@tblueprint.com Michael Robinson Co-Founder 619.404.3038 MRobinson@tblueprint.com Site: https://www.tblueprint.com

Daniel Satchkov

05 Oct 2018

5 Articles for your weekend reading list: October 6-7, 2018

Here are five suggested articles to read this weekend: 1. Will Small Employers Adopt 401k Multiple Employer Plans? – President Trump’s “Executive Order (EO) on Strengthening Retirement Security in America” could be a game changer for the retirement prospects of workers at small businesses. (401kspecialistmag.com) 2. Unregistered South Carolina adviser get 6 years in prison for fraud – Melvin Wimmer was also ordered to pay more than $3 million in restitution to clients. (investmentnews.com) 3. Transitioning Part-Time Into Financial Planning As A Career Changer – Notwithstanding all the the talk in recent years about the challenges facing the financial planning industry, from including rising competition to “robo” fee compression, the financial advisor career path remains...

Daniel Satchkov

04 Oct 2018

Why It’s Time to Prioritize Your Marketing Budget as Financial Advisor

It is common knowledge that to make money one needs to spend money. It is equally important to properly allocate budget funds and maximize the ROI as a financial advisor. A recent article in Advisor Perspectives focuses on just that while breaking down what goes into the budget and estimating the cost for each portion of it. Every advisor has to consider what has to go into the budget. This includes creating a personal brand, targeting the right audience and finally turning the prospects into clients and closing the sale. This process sounds simpler than it actually is. This is because each factor requires careful planning which will cut into...