{"id":8613,"date":"2021-06-22T12:33:11","date_gmt":"2021-06-22T17:33:11","guid":{"rendered":"https:\/\/rixtrema.com\/blog\/?p=8613"},"modified":"2021-07-26T07:47:18","modified_gmt":"2021-07-26T12:47:18","slug":"quick-user-guide-prospects-of-wealth","status":"publish","type":"post","link":"https:\/\/rixtrema.com\/blog\/quick-user-guide-prospects-of-wealth\/","title":{"rendered":"Quick User Guide – Prospects of Wealth"},"content":{"rendered":"\n
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https:\/\/rixtrema.com\/blog\/use-portfolio-crashtesting-unorthodox-prospecting-techniques-towin-clients\/<\/strong><\/a><\/p>\n

https:\/\/rixtrema.com\/blog\/read-aboutprospects-of-wealth-2-0-in-the-latest-infinancial-advisor-fintech-for-july-2018\/<\/strong><\/a><\/p>\n

https:\/\/rixtrema.com\/blog\/1704-2\/<\/strong><\/a><\/p>\n<\/div>\n\n\n\n

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Over the years we have developed <\/strong><\/span>an extensive database of 401K plan<\/strong><\/span>
menus and the contact information <\/strong><\/span>for executives that work at the<\/strong><\/span>
plan sponsor. By combining this <\/strong><\/span>information with our Portfolio<\/strong><\/span>
Crash Testing (PCT) tool, you have <\/strong><\/span>a powerful prospecting platform<\/strong><\/span>
that gives you the ability to tailor a <\/strong><\/span>unique pitch.<\/strong><\/span>
Here\u2019s how it works:<\/strong><\/span><\/h4>\n<\/div>\n\n\n\n
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Find a prospect in your area using our search tool<\/strong><\/span><\/p>\n

Search by a zip code in your area. You can also put in some radius.
Choose the source: Executives (the database is the same as in Larkspur Executive program), or HNWI \u2013 High Net Worth Individuals, or both Executives & HNWI, and hit \u201cSearch\u201d button.<\/p>\n

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Email addresses, social media accounts and phone numbers are provided when available, and e-mails can also be requested (our data team will find the e-mail addresses).<\/em><\/p>\n

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Click on the hyperlinked Plan<\/strong><\/span> (in the Available Plans column) to
launch the Plan menu in PCT.<\/p>\n

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Examine the Plan<\/strong><\/span> using Portfolio Crash Testing\u2019s robust scenario analysis, RetireRisk functionality, and portfolio
comparison tools. Of course, the Plan menu does not contain the exact allocation of your prospect, but the funds are certainly familiar and are key holdings in the prospect\u2019s retirement portfolio.<\/p>\n

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Create your message.<\/strong> <\/span>Pitch the prospect. Win more business.<\/p>\n


Prospects of Wealth 2.0 also contains the names of additional 5 million wealthy individuals with wealth indicators (i.e. luxury yacht ownership), contact information, mailing address, etc. so that you never run out of leads. We have changed the way advisors use risk management and prospect. These processes used to be artificially separated workflows that belong together. If you have a great prospect, assessing risk of the portfolio will help in bringing him onboard. Portfolio Crash Testing with Prospects of Wealth brings all of this together.<\/p>\n

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Become a trusted and successful advisor with Portfolio Crash<\/strong><\/span>
Testing\/ Prospects of Wealth combo. You can request your<\/strong><\/span>
demo at the link below and receive a combo of 5 million<\/strong><\/span>
prospects with detailed data along with sophisticated risk<\/strong><\/span>
management solution to win them over:<\/strong><\/span>
https:\/\/rixtrema.com\/landings_pow<\/strong><\/span><\/a><\/p>\n\n\n\n

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Find a prospect in your area using our search tool Search by a zip code in your area. You can also put in some radius.Choose the source: Executives (the database is the same as in Larkspur Executive program), or HNWI \u2013 High Net Worth Individuals, or both Executives & HNWI, and hit \u201cSearch\u201d button. \u00a0… <\/p>\n

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Read More<\/a><\/p>\n","protected":false},"author":26,"featured_media":8622,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"jetpack_post_was_ever_published":false,"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[2155],"tags":[],"class_list":["post-8613","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-case-studies-pow"],"jetpack_featured_media_url":"https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/06\/pow-min.png","yoast_head":"\nQuick User Guide - Prospects of Wealth<\/title>\n<link rel=\"canonical\" href=\"https:\/\/rixtrema.com\/blog\/quick-user-guide-prospects-of-wealth\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Quick User Guide - Prospects of Wealth\" \/>\n<meta property=\"og:description\" content=\"Find a prospect in your area using our search tool Search by a zip code in your area. You can also put in some radius.Choose the source: Executives (the database is the same as in Larkspur Executive program), or HNWI \u2013 High Net Worth Individuals, or both Executives & HNWI, and hit \u201cSearch\u201d button. \u00a0... Read More\" \/>\n<meta property=\"og:url\" content=\"https:\/\/rixtrema.com\/blog\/quick-user-guide-prospects-of-wealth\/\" \/>\n<meta property=\"og:site_name\" content=\"RiXtrema.com\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/LarkspurRiXtrema\/\" \/>\n<meta property=\"article:published_time\" content=\"2021-06-22T17:33:11+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2021-07-26T12:47:18+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2021\/06\/pow-min.png\" \/>\n\t<meta property=\"og:image:width\" content=\"700\" \/>\n\t<meta property=\"og:image:height\" content=\"400\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@RiXtrema\" \/>\n<meta name=\"twitter:site\" content=\"@RiXtrema\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\">\n\t<meta name=\"twitter:data1\" content=\"3 minutes\">\n<!-- \/ Yoast SEO Premium plugin. -->","jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/rixtrema.com\/blog\/wp-json\/wp\/v2\/posts\/8613","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/rixtrema.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/rixtrema.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/rixtrema.com\/blog\/wp-json\/wp\/v2\/users\/26"}],"replies":[{"embeddable":true,"href":"https:\/\/rixtrema.com\/blog\/wp-json\/wp\/v2\/comments?post=8613"}],"version-history":[{"count":3,"href":"https:\/\/rixtrema.com\/blog\/wp-json\/wp\/v2\/posts\/8613\/revisions"}],"predecessor-version":[{"id":8746,"href":"https:\/\/rixtrema.com\/blog\/wp-json\/wp\/v2\/posts\/8613\/revisions\/8746"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/rixtrema.com\/blog\/wp-json\/wp\/v2\/media\/8622"}],"wp:attachment":[{"href":"https:\/\/rixtrema.com\/blog\/wp-json\/wp\/v2\/media?parent=8613"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/rixtrema.com\/blog\/wp-json\/wp\/v2\/categories?post=8613"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/rixtrema.com\/blog\/wp-json\/wp\/v2\/tags?post=8613"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}