Capture Your Client’s Risk Profile with the PCT Questionnaire
Sending a Risk Questionnaire First, Risk Tolerance Expanding the Picture with Risk Capacity So the Investor Completed the Questionnaire, Now What? Key Takeaways At Larkspur-Rixtrema, we know how important...Read More
Case Study: How to take Prospecting to a New Level with Larkspur Executive’s Custom Trackable Marketing Letters (CTML)
Here at Larkspur-RiXtrema, we understand retirement plan advisors. Over 10K plan advisors use our software, which is about a quarter of all plan advisors in the country. We understand how...Read More
Case Study: Understanding Risk Capacity
Oftentimes, an investor may be especially averse to risk on an emotional level, but their need to take more risk in order to reach investment goals may be lost on them. Advisors need a way to reconcile this concept to their clients. How do you make a client understand this relationship between risk and return in a constructive way?
Winning 401k Business Nearby with Planisphere
Luckily, Planisphere is equipped with a very handy search engine, which will provide you a lot of flexibility in your searches and prospecting.
Using The Client-View To Manage Portfolios In Portfolio Crash Test Pro
The new ability to add clients is most simply thought of as a way to organize your portfolios. It is for combining all of the client’s portfolios with their questionnaire...Read More
Prospecting Plans with the Lowest Ratings in Planisphere
The Ask: To win business, every financial advisor, should do their best to analyze nearby 401(k) plans. The key point here is benchmarking and choosing the right target plans. Our...Read More