5. Top 5 Larkspur-Rixtrema Blog Posts for June 2018. An Exclusive Case Study from Larkspur-Rixtrema. Lets examine one of the plans from the 401kFiduciaryOptimizer tool.…Continue Reading
4. The Key Benefits of 401kFiduciaryOptimizer. The thing that most financial advisors struggle with is differentiating themselves from the competition. The analysis provided by the 401k Fiduciary Optimizer is uniquely compelling and really sets you apart from the crowd…Continue Reading
3. Advantages of Stress Testing vs. Traditional Risk Measures. Portfolio Stress Testing is a useful method for determining how a portfolio will fare during periods of financial crises. The financial crises scenarios are modeled and may include historical events (e.g. 2008-like scenario) and events that we have not observed yet…Continue Reading
2. How to Start (or start over) with Social Media Marketing as a Financial Advisor. Financial advisory clients are increasingly turning to social media to streamline, and even help manage, their investment portfolios. This leaves many advisors out in the cold if they have not jumped on the social media marketing bandwagon. So where does one start (or in some cases start over)and what should be your first steps?…Continue Reading
1. Use Portfolio Crash Testing & Unorthodox Prospecting Techniques to Win Clients. Over the years we have developed an extensive database of 401K plan menus and the contact information for executives that work at the plan sponsor. By combining this information with our Portfolio Crash Testing (PCT) tool, you have a powerful prospecting platform that gives you the ability to tailor a unique pitch. Here’s how it works…Continue Reading
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