• rixtrema.com
  • Blog
  • Reg BI
  • Software Case Study
    • Case Studies – Reg BI Optimizer
    • Case Studies – Portfolio Crash Testing
    • Case Studies – Planisphere
    • Case Studies – Larkspur Executive
    • Case Studies – 401kFO
  • Investing Counterpoint
Tuesday, June 9, 2026
  • Trending/The Digital Delusion: Why Raw Automation No Longer Rules
  • Trending/Three Quiet Nasdaq Rule Changes
  • Trending/How Advisors Can Build Trustworthy Financial AI
  • Trending/Why Financial Advisors Need AI Guardrails
  • Trending/Why Advisors Will Speak to AI Instead of Typing
  • rixtrema.com
  • Blog
  • Reg BI
  • Software Case Study
    • Case Studies – Reg BI Optimizer
    • Case Studies – Portfolio Crash Testing
    • Case Studies – Planisphere
    • Case Studies – Larkspur Executive
    • Case Studies – 401kFO
  • Investing Counterpoint
Podcasts

Turbocharge Your Plan Prospecting

Daniel Satchkov
26 Mar 2020
apple logo

Yon Perullo and Daniel Satchkov discuss how RiXtrema’s Larkspur Executive premium packages can take your email marketing campaigns to the next level with targeted email sequences.

 

Previous PostListen to the Experts! ESG Industry Insights and Advisor Advice from an ESG Rating Specialist – Elgin Chou of Act Analytics
Next PostHow Funnelling Can Help Financial Advisors find Prospects
Daniel Satchkov

Related Posts

401kAI
The Digital Delusion: Why Raw Automation No Longer Rules
401kAI
Three Quiet Nasdaq Rule Changes
401kAI
How Advisors Can Build Trustworthy Financial AI

rixtrema.com

RiXtrema - financial planning software company for financial advisor + insight from retirement and risk experts

Recent Posts

  • The Digital Delusion: Why Raw Automation No Longer Rules
  • Three Quiet Nasdaq Rule Changes
  • How Advisors Can Build Trustworthy Financial AI
  • Why Financial Advisors Need AI Guardrails
  • Why Advisors Will Speak to AI Instead of Typing
Copyright 2021 RiXtrema, All Right Reserved