Easy Advisor Marketing with Customized, Trackable Marketing Letters
As a finance professional, I deal every day with advisors who have big ideas about business growth. These ideas are the essence of success and it can be defined by...Read More
Reserve plan sponsors for your marketing with Plan of the Week
RiXtrema’s Plan of the Week email allows you to reserve plan sponsors for 6 months and keep those sponsors from being distributed to other users. It is one more way...Read More
Case Study: Here’s why your Risk Tolerance Questionnaire is failing you
Risk Tolerance is just half the picture Now is the time to reflect A questionnaire without Risk Capacity is a blunt tool! Risk Capacity + Risk Tolerance = Risk Profile...Read More
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.
More Lawsuits Mean Even More Problems for Stubborn Plan Sponsors
Excessive fee lawsuits now are a common occurrence throughout the financial industry. Every week you can hear about a major university or company pension plan being sued by the participants. However, the one thing that keeps on surprising us is the stubbornness of the plan sponsors to understand during the committee meetings that their duty of loyalty is to the employees, not to the company.
Easy Steps for Retirement Plan Sponsors to Minimize Their Liability
In a recent article by JD Supra, we learned that being a plan sponsor is quite a difficult task, because besides setting up a plan, one needs to watch it...Read More
What kind of risks do you need to take when it comes to planning retirement income?
Recent research from the Deloitte Center for Financial Services focused on retirement preparedness, showing a number of practical barriers that were either preventing or discouraging people from saving for long-term...Read More