How the author of “Punch in the Gut from Social Security” wins plans
A New Era of Client Relations Over the past two decades, our journey with RiXtrema has been nothing short of transformative. The evolution of technology has significantly enhanced our operational...Read More
Why Al is not intellect & what it means for you as an advisor
In the realm of technological advances, artificial intelligence (AI) stands as a beacon of both innovation and controversy. As AI continues to evolve, so do the narratives surrounding its potential...Read More
3 biggest problems in winning qualified plans
In today’s discussion, we delve into two critical issues that often hinder the growth of advisory firms: the sales process and effective follow-up strategies. These challenges are prevalent for both...Read More
New Rules Proposed by SEC Are Confusing!
Late last year, the Securities and Exchange Commission proposed four rules that focus on increasing competition for equity orders. One would require open auctions for certain orders. Another, Regulation Best Execution, would set a standard for broker-dealers and other market participants, and require policies and procedures on finding the most favorable price points for customers.
How Inflation Puts Risks on Your Portfolio
Over the next 3 decades, Three factors are set to define our lives, according to Jamie Dimon, CEO of JPMorgan Chase. Post-Covid economic recovery, high inflation, and Russia's invasion of Ukraine with the following humanitarian crisis.
More Client Success With Rixtrema
This year we ran another great Challenge, with 100’s of financial advisors from across the U.S. We covered everything from email campaigns, effective marketing frameworks, to how financial advisors can run their own challenges with other advisors.