How to Sell Plan Sponsors Without Leaving Home (on Autopilot)
Watch the webinar by Daniel Satchkov, President of RiXtrema, on the best marketing practices for financial advisors who are looking to grow their practice.
Thursday, March 19, 2026
Blog 3 Columns – Masonry
Caption placed here
Five Mistakes in Using Larkspur Executive
Many advisors are looking to grow their business faster, that’s why they use Larkspur Executive Suite. Getting the most out of it requires some know how. So, Let's take a look at several common mistakes that new users of Larkspur Executive PRO how to avoid them
It’s Official. ESG is Inevitable.
Environmental, Social, and Governance is the hot new thing this year. Investors are increasingly applying these non-financial factors in their analysis to identify material risks and growth opportunities.
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.
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