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Do you know that more than one-in-five participants have no interactions with their plan providers throughout a year? Based on the report published by J.D. Power, there are 29% of the plan participants who unaware of the access to professional financial advice related to their plan.It is truly astonishing to see such a disconnect between the participants and plan providers. According to the same report, approximately 40% of surveyed plan participants ranked their relationship with the plan providers to be either indifferent or dissatisfactory.

Why quiz funnels should be a part of your next marketing campaign

Colin Ward

03 Aug 2020

Why Quiz Marketing Should Be a Part of Your Next Marketing Campaign

They’re more than just those silly Disney character quizzes that kids take to procrastinate. The rapid adoption of quiz funnels is just one more example of how if you’re not innovating and experimenting with new marketing methods, then you’re falling behind. This article is just the quick first part of a more extended discussion about quiz funnels, but we all have to start somewhere. So let’s take a quick dive into it.

How RIAs are attracting AUM with technology

Colin Ward

31 Jul 2020

How RIAs are Attracting AUM With Technology

How are you leveraging technology to grow your business or find more free time?A 2019 study of Advisors by Cerulli Associates found a direct link between AUM and technology use. “Heavy” technology-using advisory firms have an average of $238.0 million in AUM compared to $106.3 million for “light” competitors. Cerulli found that advisory firms can attract AUM because they spend 34% less time resolving client service issues and have 24% more time on practice management activities. Technology does more than

German Lee

29 Jul 2020

Data Made Simple: How to Interpret Larkspur Executive’s Graphs

Show your fees are reasonable How to plot historical trends Costs vary by participants and AUM Tunnelvision can disguise weaknesses Interpreting data can be difficult, but here’s how Larkspur Executive makes it easy for you and your clients. Accumulating and saving for retirement is a big goal, and, as a plan fiduciary, you are aware that it’s essential to keep employees informed about their retirement account. Making sure your participants have access to all documents and notices is a principal part of your plan advisor duty. Access increases employee education and financial literacy and increases the participation rate for the plan sponsor. Being able to define and distribute plan information...

3 tricks to navigating the Admin Panel-min

Colin Ward

28 Jul 2020

3 Tricks to Navigating the Admin Panel

Group by the advisor, state or date Hide columns to display the most relevant data Sorting Columns Admin Panel Personalization All of RiXtrema’s products in its software suite have one thing in common. Personalization. We strongly believe that whether you are attracting new clients, making a risk assessment, or so that you can tune the software to work in a way that works for your firm. It’s why institutional firms and independent advisors find our software suite useful. Read more about how the admin panel PDF tool can prepare all you need for the SEC exams. The admin portal shows all the advisors in the firm and whether all the...