Long Life & a Portfolio to Match
Even with the COVID 19 death toll on America, the concept that "life is too short" is evolving, for people reaching retirement age. This is thanks to various breakthroughs in public health, and safety infrastructure.
Introduction: Why MEPs and PEPs are the Plan of the Moment
Do you know that only 53 percent of employees at small businesses have retirement planning options? Now, if we consider the fact that there are 5 million to 6 million companies in the U.S. and just 650,000 defined contribution plans, it becomes obvious that saving for retirement is a big issue in America that needs to be resolved.
New SEC Enforcement Chief to Bring Wider Net to the Reg BI Rule
The existing Reg BI rule is not yet a fiduciary standard, but SEC enforcers still refer to it when investigating potential violations in regards to fiduciary activities and relations between clients and advisors.
Larkspur Executive Pro / Pro-Plus Campaign Follow Up
Marketing is composed of a whole lot of “No -s” and few “Yes -es”. In other words, it is a volume game, meaning that to see results there must be a lot of attempts.
Three Reasons Email Campaigns Are Not Enough
You need to get used to this idea and start creating lead magnets. This is a, usually free, piece of content that will ideally provide some value for prospects. Lead magnets help to build trust, identify someone’s pain, and thus make them more likely to book that free consultation.
Improving Campaign To Increase Open Rate
We recognize that marketing is a crucial component of any successful financial practice. Also, we understand that most advisors have limited time and resources to dedicate to marketing.