If you have a social media account – especially with connections to teenagers – then you have probably seen a category quiz without realizing it. How does your personality match a Disney character, entrepreneur, or tv show character?
So, in preparation for some neat new features, RiXtrema will be launching in the coming weeks, I interviewed some of our clients (retirement specialists). With a little additional independent research, I found some useful tips as to how advisors exploit a competitive advantage to convert
The Department of Labor is considering a regulation that would limit how environmental, social, and governance (ESG) investing can appear in retirement plans.
During a recent conversation with a savvy advisor (we’ll call him Greg), it was pointed out to me that 2020 has brought some challenges for advisors that are not immediately obvious to someone whose company designs and sells software solutions. Specifically, he mentioned that many
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
Not only are many of us too busy for marketing, but we’ve not practiced copywriting. As we learned in talking to a premier copywriter, Jack Turk, the secret is writing fast. Writing fast keeps you from over-thinking your language. You remember the old acronym: KISS. Well,
New news from the campaign trail continues the Reg-BI regulatory whiplash, but don’t let that become an excuse for not being compliant. The polls show a likely power shift in the White House - take that with a 2016-flavored grain of salt. Allan Lichtman, the renowned
Do you know that more than one-in-five participants have no interactions with their plan providers throughout a year? Based on the report published by J.D. Power, there are 29% of the plan participants who unaware of the access to professional financial advice related to their
They’re more than just those silly Disney character quizzes that kids take to procrastinate. The rapid adoption of quiz funnels is just one more example of how if you’re not innovating and experimenting with new marketing methods, then you’re falling behind. This article is just the quick
Our advisor clients asked for it, and we answered: RiXtrema’s Portfolio Crash Test Pro integrates with Wealthbox. Wealthbox is a CRM designed to help financial advisors organize workflows around their clients. Wealthbox is a fintech firm experiencing outstanding growth among financial professionals because of its many