The One Thing You Must Do As a Retirement Plan Advisor
If you’re managing one or even several 401(k) retirement plans, it’s important to know what services plan sponsors really want and expect you to provide. Providing desired services obviously helps...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
A list of core beliefs every financial advisor must have.
1. The financial advisor must believe in being the go-to financial advisor of choice amongst the affluent in the community by staying on the top of all important matters, by...Read More
Manage Your Client’s Risk and Perception Of It (Video)
We built Portfolio Crash Testing to help you get and keep clients. All advisors use PCT to visually demonstrate the risk profile, adjust loss level to the one that client...Read More
Financial Advisor Tools: How to Prepare Your Client For a ‘Perfect Storm’
Financial advisors must avoid ‘cookie cutter’ approaches and address each client’s unique situation. When it comes to risk, a financial advisor must consider not only the investment portfolio, but also...Read More
Why a Well-Constructed “Elevator Speech” Is More Important Than You Think
With the start of the summer, many advisors are looking for ways to jump start their business for the second half of the year. The easiest way to end the...Read More
How 401kFO Software Helps Improve Diversification As Required By 404(c)
Recall that a good Investment Menu under 404(c) is the one that helps “minimize risk of the overall portfolio and minimize risk of large losses”. According to Modern Portfolio Theory...Read More
Read about Prospects of Wealth 2.0 in “The Latest In Financial Advisor #FinTech for July 2018”
The latest article by renowned advisor expert Michael Kitces on FinTech trends titled The Latest In Financial Advisor #FinTech for the month of July 2018, talks about the latest 2-in-1 tool...Read More
Top 5 Larkspur-Rixtrema Blog Posts for June 2018
5. Top 5 Larkspur-Rixtrema Blog Posts for June 2018. An Exclusive Case Study from Larkspur-Rixtrema. Lets examine one of the plans from the 401kFiduciaryOptimizer tool.…Continue Reading 4. The...Read More
Here’s What People Are Saying About State Fiduciary Rules
It’s been a while since the battle between federal fiduciary rule advocates and the financial services industry started. The U.S. Department of Labor rule is designed to oblige financial advisors...Read More