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Thursday, December 12, 2019

Automate your direct mail packages Contact the Client Success team to build your own templates Here’s how to create direct mail in just a few clicks Rixtrema’s financial planning software platform streamlines marketing and analysis   [vc_row][vc_column][vc_column_text]Save time when running a direct mail campaign. With just

[vc_row][vc_column][vc_column_text] 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

Improved user interface and cleaner presentation Ratings and benchmarks to compare plan sponsors More data than ever before Customized Trackable Marketing Letters (CTML) Prospect. Analyze. Contact. Profit. Transitioning to Larkspur Executive can radically streamline your marketing efforts and present analytics to clients like you’re in