Posts by Daniel Satchkov

5 Articles for your weekend reading list: September 22-23, 2018

Here are five suggested articles to read this weekend: 1.  STOP Being a Monday Morning 401k Quarterback – It’s easy to walk...

The ultimate tool for documenting every part of your best-interest practice

Here is why IRAFiduciaryOptimizer is the ultimate tool for documenting every part of your best-interest practice: Create a comprehensive best interest...

5 Ways Larkspur-Rixtrema tools will help you become a better fiduciary

Here are a few quick facts on how Larkpur-Rixtrema tools will help you become a better fiduciary because:   1....

Follow These 4 Simple Steps to Win Over Prospects and Grow Your 401k Practice

Over the years we have developed an extensive database of 401K plan menus and the contact information for executives that...

15 Weekly Stats: Week of September 17, 2018

Matt Meyer and Michael Robinson are founders of The BluePrint Insurance Services. Their mission is to be the premier insurance...

Building and Managing Your Retirement Plan Pipeline

  One analogy I often use is that a qualified plan database (or any prospecting database) is like a gym...

6 Best Practices For Reaching a Busy Plan Sponsor

We at Larkspur-RiXtrema know how difficult it can be to keep up in the retirement plan space. There are so many...

How to Safely Approach Online Reputation and Review Platforms as a Financial Advisor

Online business reputation and customer reviews have become a significant part of social media and various online platforms while rating...

5 Articles for your weekend reading list: September 15-16, 2018

Here are five suggested articles to read this weekend: 1. A Post-Fiduciary Rule Rollover Playbook – The short-lived fiduciary rule provided that anyone...

This is How You can Address Fiduciary Concerns & Build Suitable Portfolios

During the webinar you will learn how to use cutting edge science to measure risk tolerance and build most efficient...