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The vast majority of our clients, when they start working with us, are not marketing pros. They are great at their day jobs, financial advising, but there is something lacking when it comes to communicating just how great they are, to prospects.

German Lee

15 Jun 2022

Important Conversations During Inflation Times

Understanding how inflation affects clients' financial goals is perhaps the most crucial conversation you can have with them. It will help you better understand how to help them. create a cash management plan, as well as consider assets that can help them hedge inflation risk.

Svetlana Patokova

07 Jun 2022

Which Type of Financial Planning Is Most Sought After?

One of the most sought after financial services clients seek out from advisors is retirement planning. This service is popular among both older and younger consumers, according to a survey by the Granum Center for Financial Security.

Alexandr Starodubtsev

27 May 2022

Tax Efficient Asset Allocation

With tax season in the rear-view mirror for this year, advisors and investors can now refocus portfolios. The most common way to look at portfolios is through the prism of asset allocation models.

Daniel Satchkov

19 May 2022

More Client Success With Rixtrema

This year we ran another great Challenge, with 100’s of financial advisors from across the U.S. We covered everything from email campaigns, effective marketing frameworks, to how financial advisors can run their own challenges with other advisors.