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Research and insight from retirement and risk experts at Larkspur-RiXtrema

15 Weekly Stats: Week of August 13, 2018

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

The Complete Guide to the 404(c) Diversification Report

Below is your complete guide (with corresponding screenshots) to the 401kFiduciaryOptimizer 404(c) Diversification Report: Diversification addresses a plan lacking diversifying...

A new way to think about visually dynamic tools for financial advisors

As noted in an article from WealthManagement.com, visually dynamic tools with a great education message are a huge weapon for...

Why prospecting through social media is a must for financial advisors

We all know how important it is to upkeep prospecting techniques if we want to grow our business. The majority...

The importance of “HENRYs” for Retirement Plan Advisors

Nowadays it seems that high earning millennials are a very popular topic for financial advisors, or more importantly the approach...

From Client to CEO: Does Portfolio Crash Testing Really Work?

  At Larkspur-RiXtrema, we create great tools for advisors. Our tools combine quantitative rigor with user friendly interfaces and often,...

Your 1 minute case study on 401K Retirement Plans: Ultimate Plan Optimization

This week’s case study will focus on plan optimization from the 401kFiduciaryOptimizer database. As to be expected, northwestern parts of...

15 Weekly Stats: Week of August 6, 2018

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

See how one financial advisor stays ahead of the competition

Prospective clients often treat advisors with indifference until they see a reason to engage with you. How do you engage...

Analyzing the Do’s and Dont’s of Twitter Marketing for Financial Advisors

An article from The DigitalFA on the 43 Twitter Tips and Treats for Financial Advisors, provides excellent advice for financial...