Investing Counterpoint

If you want to know the state of any industry, it is best to consult the experts. Yon and Colin have written about the state of ESG Investing - to ESG or Not to ESG - and how advisors are missing the growing interest in sustainable investing. In this podcast, they interview an ESG Rating Specialist, Elgin Chou.

Elgin Chou is the ESG Rating Specialist of Act Analytics. Act Analytics is a fintech firm that helps advisors assess their client’s values and sustainability interests to build matching portfolios. Their software also provides real-time metrics on thousands of mutual funds and investments.

Elgin educated Yon and Colin on the pitfalls in ESG Ratings and why ESG seems to have triumphed over other sustainable investing criteria. Environmental Social Governance investing is increasingly popular among younger generations, and this podcast helps advisors better understand the ratings and industry.

Jack Turk is a comedy writer, turned professional magician, and then a copywriter for Dan Kennedy’s company - GKIC. Yep. Magician.

In this podcast, Yon and Colin hear about his fascinating entrepreneurial career and pick his brain about better writing techniques towards how an advisor can be their own copywriter. All while having a laugh - he was a joy to chat with.

Jack Turk is the author of two fantastic writing books (yes, we actually read them): How to Write Killer Copy Fast and 101 Fast, Good, Cheap Hacks to write a KILLER Sales Letter.

Check out his website: https://writekillercopyfast.com/

The struggles of CPAs, RIAs, and BDs exist because of mindsets and practices anchored in old professional service business models. Erik Solbakken changed the way CPAs market and build client relationships by building an educational platform to train small firms on entrepreneurship strategies. In this part of the educational series, Yon chats with Erik about the challenges of financial professionals and how dedicating time to marketing campaigns and entrepreneurial innovation can strengthen loyalty with existing clients and attract new ones.

This part of the educational series with a discussion about incorporating insurance into a portfolio to grow at a consistent rate with less risk. Michael Robinson joins Yon to discuss his company, The Blue Print Insurance Services, which provides premier insurance for IRAs and comprehensive advisors. For Michael, insurance is a vehicle to increase revenue and enterprise value while tailoring a personalized client experience.

Adaptability and Efficiency

Many of our clients use default marketing templates in Larkspur Executive, but that is only a small part of the Customized Trackable Marketing Letter (CTML) tool. Working with the Client Success Team to customize your templates can help you find a balance between efficiency and adaptability in your marketing campaigns. Rixtrema CEO, Yon Perullo, and Nick Davidson, Client Success Specialist, discuss how marketing templates can make campaigns easier and more unique for RIAs. This podcast is another part of the educational series around the CTML feature in Larkspur Executive (listen to another podcast here - https://rixtrema.com/blog/larkspur-executives-newest-feature-ctml-custom-trackable-marketing-letters/).

Contact the client success team at [email protected] for assistance in using the CTML tool or any other feature in our financial software platform.

CTML TOOL VIDEO - https://vimeo.com/365598777

Rixtrema CEO, Yon Perullo, and blog contributor, Colin Ward discuss the International Monetary Fund’s global growth expectations or lack thereof. We know that staying ahead of client worries and expectations is essential, so bring you this risk narrative to help quell concerns. The IMF estimates sluggish growth by advanced economies will be buoyed by emerging and developing markets, but that is only one part of the story.

RiXtrema CEO, Yon Perullo, discusses the newest upgrade to Larkspur Executive and how it can help advisors reach out to prospects with RiXtremist, Luke St. Angelo

Larkspur Executive Video Guide: Customized Trackable Marketing Letters - An instructional guide on using the Larkspur Executive's Customized Trackable Marketing Letters (CTML) to send emails directly to plan sponsors and key executives.

https://vimeo.com/365598777

https://rixtrema.net/larkspurexecutive/landingpage?source=audiopodcast

Beyond Meat is the first publicly traded meat replacement company with one of the most successful large IPOs of 2019. Yon Perullo, CFA, FRM and Daniel Satchkov, CFA discuss the IPO, the product, competitors, and the impact companies like Beyond Meat could have on the environment and consumer habits.

Summary: When it comes to social impact of cryptocurrencies and blockchain, there are two schools of thought. One says that a blockchain is a great tool of decentralization and disruption in both tech and finance, and that decentralization specifically means more freedom. For example, Bitcoin users are very big on the fact that supply of Bitcoin is not controlled by central banks and cannot be inflated at will (they do have a point). However, there is a counterpoint that looks at the blockchain as a public ledger. As such, they argue, it is a great tool for international or global currencies and other systems that can centralize finance and possibly private data in one place to keep track of it. Where is the truth here? Learn in this talk.

Summary: Massive study by RiXtrema uncovers deficiencies and shows opportunities. On this podcast you will find out about this historic study. We undertook first of a kind research study by looking at 52,529 qualified plan lineups. Using quantitative methods, we distinguished true active funds vs. ‘closet indexers’. Turns out that majority of funds held by retirement plans are not truly active funds and could be replaced with passive funds. However, a pileup into passive funds will create a very fragile financial market. Learn our conclusions and recommendations for the coming realignment.