I was shocked to see this at LINC 2020
What element struck Luke and me the most at the LINC Conference? Millennials will carry the financial industry Hire young talent to attract young clients Gen Z and Millennials did...Read More
Advisors are still in denial about Regulation Best Interest
Here are my key takeaways from the LINC conference. When the SEC knocks, how will you prove compliance? The Stars Point to Compliance Better to bargain We are here to...Read More
Working Effectively – A conversation with Erik Solbakken (CPA)
The struggles of CPAs, RIAs, and BDs exist because of mindsets and practices anchored in old professional service business models. Erik Solbakken changed the way CPAs market and build client...Read More
Growth is precarious at best, says the IMF
Rixtrema CEO, Yon Perullo, and blog contributor, Colin Ward discuss the International Monetary Fund’s global growth expectations or lack thereof. We know that staying ahead of client worries and expectations...Read More
Hidden opportunities in the Reg BI
Key elements of the Reg BI Adopt a financial literacy focus Simple solutions sell Free trading, differences in generational marketing, and economic challenges are significantly changing the Financial Services Industry....Read More
Larkspur Executive Can Create Analytical Direct Mail Letters
Automate your direct mail packages Contact the Client Success team to build your own templates Here’s how to create direct mail in just a few clicks Rixtrema’s financial planning software...Read More
Financial Advisors Can Still Be Advisors In The Free-Trade Platform
Robinhood pioneered free brokerage Charles Schwab investors didn’t take the news well Free brokerage services will pull Millennials into investing How will Financial Advisors adjust to free brokerage services? ...Read More
How You As An Adviser Can Help Next Generation Clients?
How Advisors Can Help Next-Gen Clients Next-Gen will inherit Baby Boomers’ wealth Build relationships with low-AUM clients and your trust may pay off Financial advisors can help during transitional stages...Read More
Why You Should Upgrade From Planisphere To Larkspur Executive
Improved user interface and cleaner presentation Ratings and benchmarks to compare plan sponsors More data than ever before Customized Trackable Marketing Letters (CTML) Prospect. Analyze. Contact. Profit. Transitioning to...Read More
Plan Ratings in Larkspur Executive
Average Employer Contributions / Participant Percent of Retirees: The Quintessence of Larkspur Executive: Overall Plan Rating The differences between benchmarks Benchmarking by the state is useful when prospecting in rural...Read More