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

15 Weekly Stats for Financial Advisors: Week of January 28, 2019

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

Case Study: How to Quickly Find Plan Executives to Prospect More Efficiently

The Ask: Our clients are always asking us to develop new solutions to help them contact the right person in...

Sleepwalking with the 2019 Global Risk Report

The Global Risks Report 2019, published by the World Economic Forum, was released on January 15, 2019. It is the...

9 Epic Content Marketing Implementation Points For Advisors Like You

Today I would like to review a great book that changed the way I approach marketing and in fact revolutionized...

How Facebook Exploits You & What It Means For Your Portfolio

Facebook is not free. Essentially Facebook earns money by making you do work! Don’t believe me? Check out some of...

John Bogle – The Missing Narrative

RIP John Bogle – Warrior For The True Free Market  John Bogle is dead at 89. Of course, every headline...

New Portfolio Crash Test Scenario: Hard Brexit

If the UK Government fails to approve the deal negotiated by PM May before March 29, 2019, that could trigger...

Case Study: How to Use Comparisons to Alert Complacent Plan Sponsors

The Ask: Plan sponsors are busy people and generally busy people are actively looking for more things to do. So,...

Case Study: Creating Powerful Benchmarking Charts to Illustrate How a Plan Ranks

The Ask: The client wants to be able to better analyze their prospects for their 401(k) business. Our client asked...

How Amazon of 2018 is Facebook of 2015 & What Happens Next?

Amazon Inc. just passed Apple and Microsoft as the highest valued company in the world. Virtually nobody is surprised by...