3 Must Have Tools To Grow Your 401K Business
Growing your 401(k) business is about delivering value, plain and simple. If you demonstrate unique value in your proposal by optimizing costs and benefits of a retirement plan, then you...Read More
8 Mistakes Advisors Can Make When Approaching a Retirement Plan
1. Not enough research. Many advisors automatically assume that financial planning expertise will translate into plan success. You need to actually learn the space and study governance best practices plus lingo...Read More
Now You Can Compare Your Fees To Other Advisors
Hi all, We have released a novel and important database of advisory fees called FeeComp. It is based on SEC form ADV data. We have solved the main problem with that...Read More
Convincing Prospects: How To Discuss Risk and Goals
As advisors are adopting wealth management technology, they seem to be focused on the risk tolerance aspect of risk system implementation. But building a portfolio by subordinating everything else to...Read More
How You Can Win Client’s Trust Where Others Lose It
How can an Advisor differentiate from competition in this volatile market? Study after study shows that the first thing that prospects and clients care about is capital preservation. Investors are...Read More
Why Risk Management Isn’t Like Silly Car Shopping
This article by RiXtrema President appeared on ThinkAdvisor.com I like to use car shopping as an analogy to the investing process. Let’s imagine what it would it be like to...Read More