Improving Campaign To Increase Open Rate
We recognize that marketing is a crucial component of any successful financial practice. Also, we understand that most advisors have limited time and resources to dedicate to marketing.
Thursday, December 18, 2025
Blog 3 Columns – Masonry
Caption placed here
Election Day Commentary
If you have followed the polls you know that it is widely expected that Joe Biden will be the next president of the US. Two well-known poll aggregators, FiveThirtyEight and the Economist give Biden a 90% and 97% chance of victory on the eve of the election.
The Importance of Active Campaigns and Timely Follow-ups
Despite being the most frequently asked and debatable, questions like “What’s the best strategy to gain new leads?” and “What’s the best way to follow up with a prospect?” are still very important in any financial advisor’s practice.
Lazy, Lazy, Lazy…Making Election Predictions Based on Faulty Assumptions
Still, so far, so good, nothing about that is particularly disagreeable. I can also envision some serious market volatility if the 2020 election is contested depending on circumstances.
How to Utilize Marketing Quizzes: RiXtrema Guide
In a world that is increasingly online, it is important to likewise move your marketing efforts in that direction. But these days, leads are more difficult to hold onto because they already know every trick in the marketing playbook. So, how will you get creative with your online marketing efforts? The key is interactivity
Larkspur Executive Pro-Plus FAQ: Frequent Questions Answered
What are RiXtrema’s Pilers of Marketing? There are 8 pilers of marketing: Authority, Trust, Reciprocity, Anticipation, Liability, Community, Scarcity, and Social Proof. The 4 most important pilers are AUTHORITY, TRUST, RECIPROCITY, and SCARCITY.
Is the Prospect of a Biden Win Powering the Yuan?
People have been asking (a lot) for election scenarios. What will markets do if Biden wins? What will they do if Trump wins? And I have covered those topics here and here. As time ticks on and the situation changes (Supreme Court vacancy anyone?), prognostications may become further removed from actual results.
How to Use Larkspur Executive Pro Suite to Achieve Sustainable Growth
We at RiXtrema know that successful marketing comes down to daily actions. So, giving you the right direction with the right tools is a top priority of our Client Success team. Your Larkspur Executive PRO suite has many highly sophisticated technology perks.
Let CRM Be With You
The Lifestyle CRM provides you with more traditional functionalities of a CRM like adding new leads manually, integrating with other CRMs, creating tasks, scheduling events, and the importing/exporting of leads
Why You Need a Lifestyle CRM. Part 2
So, where do you get those hours to set up good online marketing? You take them away from doing the important client work i.e. what you get paid for. Or you take it away from the rest of your life i.e. family. So, there are hundreds of thousands of advisors who spend significant time and money performing the same tasks to grow their business.
What’s happening in Reg-BI Compliance Court?
With a Republican administration believing in small Federal government, I think it is safe to say that the SEC may defer to States to oversee and enforce Reg-BI’s new standards. With thousands of affected people in the financial services industry, this may make logistical sense. It means that RIA and BDs may experience different levels of scrutiny, depending on where they work.
Two Kinds of Financial Advisors Online: The QUICK & THE DEAD
How do you become a top marketer without turning your life into a workaholic hell and without reducing the amount of effort to help your clients to financial success? In other words, how do you become a top advisor (because top advisors are not only good, but they also have a lot of clients) …