Building and Managing Your Retirement Plan Pipeline
One analogy I often use is that a qualified plan database (or any prospecting database) is like a gym membership. You can get all sorts of benefits from it, but...Read More
“Merger Helps 401k Advisors Pitch ‘Right’ Decision Makers” from 401kSpecialistMagazine
John Sullivan of the 401kSpecialist just published an article describing RiXtrema’s recent acquisition of Larkspur Data and what this means for retirement plan advisors across the country. Daniel Satchkov and...Read More