Are you a 21st Century Wealth Advisor?
As I wrote before, the Coronavirus lockdown was a beta test for remote work, but it doesn’t seem to be going anywhere anytime soon. The question falls to all of us:“Am I measuring up to my competition and adapting to the new environment?”Advisors don’t have to look far to learn where the industry is going. Before the lockdown forced all of us to see the potential in working remotely, Broadridge reached some startling conclusions about technology use by financial advisors. They surveyed 1,500 investment providers, including 250 wealth advisors, to find, in general, that they are not taking advantage of the benefits and high ROI of technological adoption.
Proving Compliance with RegBI Optimizer
PROVE COMPLIANCE WITH THE SUMMARY REPORT COMPARE ROLLOVER FEES PULL IN RETIREMENT PLAN DATA PRESENT CLIENTS WITH A COMPLETE COST PICTURE CRASH RATING PROVES YOUR RECOMMENDATION CONSIDERS THE CLIENT’S UNIQUE...Read More
Keeping Order During Major Marketing Campaigns With Larkspur Executive’s Notes Tool
Sometimes marketing campaigns are successful because of a delicate balance between the quantity of contacts and quality of marketing materials. Larkspur Executive has numerous tools to conduct massive direct mail...Read More
PCT Pro Using RetireRisk To Plan Cashflow In Retirement
PCT Pro was designed Portfolio Crash Test Pro was created because there was not a tool for Financial Advisors that allowed them to specifically examine the internal and external risk...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