3 Must Have Tools To Grow Your 401K Business
Growing your 401(k) business is about delivering value, plain and simple. If you demonstrate unique value in your proposal by optimizing costs and benefits of a retirement plan, then you...Read More
“Merger Helps 401k Advisors Pitch ‘Right’ Decision Makers” from 401kSpecialistMagazine
John Sullivan of the 401kSpecialist just published an article describing RiXtrema’s recent acquisition of Larkspur Data and what this means for retirement plan advisors across the country. Daniel Satchkov and...Read More
This Will Have Tremendous Implications For Your Practice
Something incredibly important just happened in the 401(k) plan sponsor space. An excessive fee lawsuit has been filed against a $9.2M plan with 114 participants. As we’ve been saying for...Read More
Being Proactive Is Crucial for Advisors
Given that the financial advisory industry is short on specialists, the industry needs to improve its diversity and inclusion efforts to attract and retain employees from different groups.
Let CRM Be With You
The Lifestyle CRM provides you with more traditional functionalities of a CRM like adding new leads manually, integrating with other CRMs, creating tasks, scheduling events, and the importing/exporting of leads
How the DOL’s New ESG Rule Would Affect Retirement Advisors
The Department of Labor is considering a regulation that would limit how environmental, social, and governance (ESG) investing can appear in retirement plans.
Early Returns – CTML & Campaign features pay dividends!
Anecdotal Evidence Data Backed Results Not Good Enough When we released our CTML (Customizable Trackable Marketing Letters) and LE Pro and Platinum campaign features, we knew these tools would be...Read More
How financial avisors can help clients overcome student debt
Having student debt is one of the number one reasons that millennials are discouraged from saving for retirement right away, and for good reason. Student debt is a massive contributor...Read More
Will Open MEPs Lead to More Opportunities for Financial Advisors?
President Trump with his Executive Order on Retirement plans expanded the horizons of better retirement to many people who before had no chance to retire comfortably and securely. It helps...Read More
Advisor Interview
Interview with Nick Fuller: We are a Fiduciary by Choice! Luke: Thank you again Nick for joining us for the interview. Before we begin could you give us a...Read More