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3 tricks to navigating the Admin Panel-min

Group by the advisor, state or date Hide columns to display the most relevant data Sorting Columns Admin Panel Personalization All of RiXtrema’s products in its software suite have one thing in common. Personalization. We strongly believe that whether you are attracting...

Case Studies - Larkspur Executive

Controlling Your Campaign Flow in Your Campaigns Dashboard

Gennady Prokofyev

28 Jul 2020

With Larkspur Executive PRO you can easily prospect multiple companies by sending them a batch campaign. But many of our users wonder: how can I track a campaign? how can I manage campaigns individually and for the companies, and how can I blacklist them?Those are really essential questions, and we have several ways to do that efficiently,

Case Studies - Reg BI Optimizer

Proving Compliance With the PDF Tool For SEC Exams

Colin Ward

27 Jul 2020

The SEC indicated that its first compliance examinations would begin in July-August. How will your firm prove to the SEC that your advisors abided by Reg-BI standards with every client contact? If you work as a team and have a compliance officer, RegBIoptimizer’s admin portal is essential. The Admin panel is ideal for independent RIAs or BDs but excels with scale.

Data Driven Success for Financial Advisors

Yon Perullo

23 Jul 2020

Advisors have been using LE Pro to win retirement plan business for a few months and have sent thousands of emails to prospects. This podcast will examine the e-mail success metrics and discuss what the future of marketing looks like in LE...

Larkspur Executive

Early Returns – CTML & Campaign features pay dividends!

Yon Perullo

23 Jul 2020

Anecdotal Evidence Data Backed Results Not Good Enough When we released our CTML (Customizable Trackable Marketing Letters) and LE Pro and Platinum campaign features, we knew these tools would be game changers for anyone looking to grow their plan business. What we...

Regulation Best Interest

Here’s What’s Next For The DOL Fiduciary Rule.

Colin Ward

13 Jul 2020

Regulation Best Interest compliance examinations are around the corner. Yet, just as Advisors and Brokers adapt to a new Reg-BI environment the Department of Labor (DOL) proposed a new regulation that will affect anyone who gives investment advice.