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Adaptability and Efficiency Many of our clients use default marketing templates in Larkspur Executive, but that is only a small part of the Customized Trackable Marketing Letter (CTML) tool. Working with the Client Success Team to customize your templates can help you find a balance between efficiency and adaptability in your marketing campaigns. Rixtrema CEO, Yon Perullo, and Nick Davidson, Client Success Specialist, discuss how marketing templates can make campaigns easier and more unique for RIAs. This podcast is another part of the educational series around the CTML feature in Larkspur Executive (listen to another podcast here). Contact the client success team at clientsuccess@rixtrema.com for assistance in using the CTML...

Yon Perullo Colin Ward

04 Dec 2019

Growth is precarious at best, says the IMF

Rixtrema CEO, Yon Perullo, and blog contributor, Colin Ward discuss the International Monetary Fund’s global growth expectations or lack thereof. We know that staying ahead of client worries and expectations is essential, so bring you this risk narrative to help quell concerns. The IMF estimates sluggish growth by advanced economies will be buoyed by emerging and developing markets, but that is only one part of the story.

Yon Perullo Colin Ward

07 Nov 2019

Tenuous At Best: IMF Reveals A Sluggish U.S. and Eurozone Buoyed By Emerging Markets

Globalization, a double-edged sword One word: Precarious Outlook for Advanced Economies Outlook for Emerging and Developing Markets Trust the chart… Trust the chart… Climate change remains a looming threat The party mast stop at some point Let’s not forget Global Imbalances Next time: how to avoid doom and gloom Globalization, a double-edged sword After reviewing the curriculum of one of my University classes, Energy and Society, my professor paused for a moment after seeing the schedule as bleak and challenging before announcing his ideal coping method for tough questions with tougher answers. The sweet brown, uisce beatha, premium small-batch Woodford Reserve Kentucky bourbon. We’ve reviewed yield curves, mortgage crises, corporate...

Colin Ward

04 Nov 2019

Keeping Order During Major Marketing Campaigns With Larkspur Executive’s Notes Tool

Sometimes marketing campaigns are successful because of a delicate balance between the quantity of contacts and quality of marketing materials. Larkspur Executive has numerous tools to conduct massive direct mail and email marketing campaigns. Nevertheless, when undertaking a prospect list a hundred or a thousand plan sponsors deep, efforts can become a bit daunting quickly. So, it is important to keep track of the contacted plans. Well, here’s how to do just that with a few clicks. 1.First, enter your advanced search criteria and click on the plan sponsor you want to contact (Figure 1). 2.Click on the blue notes link on the left panel to get the ball rolling....

Colin Ward

31 Oct 2019

Hidden opportunities in the Reg BI

Key elements of the Reg BI Adopt a financial literacy focus Simple solutions sell Free trading, differences in generational marketing, and economic challenges are significantly changing the Financial Services Industry. Despite the original Fiduciary Rule being struck down last year, the Regulation Best Interest (Reg-BI) is making the roles and responsibilities of financial services professionals more dynamic and evolved than ever. In short, Reg-BI replaces the Suitability Standard and expands upon it similarly to the Fiduciary Rule. Now financial professionals can only make recommendations that serve the client first and must take action to maintain fiduciary due diligence. Key elements of the Reg BI Disclosure Requirement: brokers-dealers must disclose facts...