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Nowadays it seems that high earning millennials are a very popular topic for financial advisors, or more importantly the approach on how to appeal to them. 401kSpecialistMag remarks that they are a fast-growing segment of the population and “retirement plan professionals risk losing them to robos if they ignore the opportunity.” Advisors really need to adapt to suit the needs of these younger investors and break them away from their “incumbent relationships” with banks and retirement plans. As we’ve seen with other recent articles, a lot of millennial investors are also not as keen to invest into stock markets so it seems like financial advisors will really need to push...

Daniel Satchkov

06 Aug 2018

From Client to CEO: Does Portfolio Crash Testing Really Work?

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

06 Aug 2018

Your 1 Minute Case Study On 401K Retirement Plans: Ultimate Plan Optimization

This week’s case study will focus on plan optimization from the 401kFiduciaryOptimizer database. As to be expected, northwestern parts of US which have a predominantly mountainous terrain and subsequently low density population areas also have less and much more scattered retirement plans in comparison to the highly populated areas in the country. So finding the right retirement can be a tough process. Fortunately, Larkspur-RiXtrema’s 401kFiduciaryOptimizer can become extremely useful in picking out rare gems in the less densely populated areas. Let’s head straight to the Plan Screener, and filter our results in a state like Montana, with over $10M in assets, assuming that we are targeting an under performing plan,...

Daniel Satchkov

06 Aug 2018

15 Weekly Stats: Week of August 6, 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 information for The BluePrint Insurance Services: 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

06 Aug 2018

See how one financial advisor stays ahead of the competition

Prospective clients often treat advisors with indifference until they see a reason to engage with you. How do you engage them, earn trusted advisor status and separate yourself from competition? Watch a short video to learn how one advisor does in a video he made himself: