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Friday, September 4, 2026
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  • 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
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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.

 

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

Recent Posts

  • A New View of the Nonprofit Retirement Plan Market
  • The Internet Is AI. Your Advantage Is Human.
  • The AI Workflow That Saves You 5–8× the Time
  • Why AI Needs Guardrails to Stop Lying
  • My $3,000-a-Month AI Mistake – and What I Learned
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