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Sell Massively to Plan Sponsors Without Leaving Home

2020 certainly started out with a bang, in fact, with a few of them. Market volatility is putting fear into the hearts of 401(k) holders and plan sponsors. Virus fears are causing people to travel and interact less. So what is a retirement plan advisor to do in such an environment?

1 Thing Advisors need to Do to keep and attract Plan Sponsors

Alexandr Starodubtsev

12 Mar 2020

1 Thing Advisors Need To Do To Keep And Attract Plan Sponsors

Plan Sponsors are changing management styles of 401k plans Plan Sponsors know something is wrong Advisors need to show holistic involvement Advisors need to be stewards and educators Advisors need to teach plan participants ERISA Compliance Financial Education is Key Converting Prospects to Clients with Customized Trackable Marketing Letters Anyone managing even one 401(k) retirement plan understands that it is essential to know what services plan sponsors want and expect you to provide. In this blog, I report some recent trends in the financial industry, adding to the first blog written in 2017, “The One Thing You Must Do As a Retirement Plan Advisor.” If they want to grow, small...

RiXtrema’s Portfolio Crash Test Pro integrates with Wealthbox

Colin Ward

11 Mar 2020

RiXtrema integrates with Wealthbox CRM

Our advisor clients asked for it, and we answered: RiXtrema’s Portfolio Crash Test Pro integrates with Wealthbox. Wealthbox is a CRM designed to help financial advisors organize workflows around their clients. Wealthbox is a fintech firm experiencing outstanding growth among financial professionals because of its many time-saving features. With Wealthbox’s success and popularity among our clients, it’s natural that RiXtrema should integrate its premier risk-assessment tool, Portfolio Crash Test Pro, into Wealthbox’s CRM. The combination of PCT Pro with Wealthbox helps all of our clients be more efficient, spend less time doing administration work, and have more time to spend with clients. Here’s how PCT Integrates with Wealthbox First, from...

Yon Perullo

04 Mar 2020

Coronavirus Follow-up

COVID-19 gives us a rare opportunity to watch a stress play out in real time. And in this case, I actually made a prediction for how markets would react, so this blog will look at the progress of the virus and the suitability of the original prediction given the passage of time.