Video: Deliver Amazing Value Proposition with 5+ million High-net-worth prospects
We have changed the way advisors use risk management and prospect. These processes used to be artificially separated workflows that belong together. If you have a great prospect, assessing risk of the portfolio will help in bringing them onboard.
Video: Learn About Portfolio Crash Testing in 4 Minutes
Stress test your clients’ portfolios. Learn how to educate clients about risk/return tradeoffs. Gain new clients by showing prospects the risks that they face and the return potential in one...Read More
The Proof Is In The Pudding: How portfolio crash testing worked for me.
In the last post I discussed my history using Portfolio Crash Testing’s (PCT) big brother, Riskostat. Riskostat shares the same DNA with PCT, but Riskostat contains more features like risk factor...Read More
The Complete Guide to the 404(c) Diversification Report
Below is your complete guide (with corresponding screenshots) to the 401kFiduciaryOptimizer 404(c) Diversification Report: Diversification addresses a plan lacking diversifying investments; it does not address overlap in the menu. It...Read More
14 Reasons Why Financial Advisors Should Use Portfolio Crash Testing
Portfolio Crash Testing (PCT) is different from all other stress testing systems (including those available to institutions) for numerous reasons. Our experts at Larkspur-Rixtrema, have put together a detailed list...Read More
Video: Relate To Your Client’s Dreams and Fears as a Retirement Plan Advisor
Risk and Retirement Goals In Your Proposal Every tool you use must help in answering the ‘so-what’ question for your clients. Clients want to understand their investments and the risks...Read More