A Must Have Checklist for Retirement Plan Advisors before an Important Meeting or Call
Not preparing before a meeting or phone call can be a major mistake for Retirement Plan Advisors. Research is a key. Go online to review the company website, LinkedIn profile,...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
Retirement Crisis: Managing Your Clients’ Risk & Expectations
According to the recent Blackrock Investor Pulse Survey, we are in a retirement crisis and advisors who work with pre-retirees are on the front lines. Investors are generally pessimistic about...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
What To Focus On: First – Goals, And Only Then – Portfolio
When discussing investment plans with clients, it always makes perfect sense for an advisor to talk about ‘why’ before ‘how much’. The ‘why’ for the investor is always the goal....Read More