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Thursday, March 19, 2026
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  • Software Case Study
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Marketing

Land More Clients With a Killer Landing Page

Daniel Satchkov
19 Apr 2021
I will let you in on a little secret: our landing page is not a work of original genius. We took inspiration from, of all places, a cosmetics company and a site about diabetes. So, when designing your landing page, keep it simple, look around and see what works. No need to reinvent the wheel.
Emergency Savings Accounts
401k FiduciaryOptimizer

Emergency Savings Accounts: a New Initiative Induced by the Current Economic Situation

Svetlana Patokova
14 Apr 2021
Emergency savings accounts are expected to boost plan sponsors’ retirement plans. A number of major record keepers are counting on this new feature to help ease the economic uncertainty faced by employees.
Three Reasons Email Campaigns Are Not Enough
Marketing

Three Reasons Email Campaigns Are Not Enough

Daniel Satchkov
06 Apr 2021
You need to get used to this idea and start creating lead magnets. This is a, usually free, piece of content that will ideally provide some value for prospects. Lead magnets help to build trust, identify someone’s pain, and thus make them more likely to book that free consultation.
.Why Nobody’s Booking Your Free Consultation-Yet
Marketing

Why Nobody’s Booking Your Free Consultation-Yet

Daniel Satchkov
02 Apr 2021
People don’t trust you. That's the bad news. Even if they read your emails, click through to your site, use the interactive widgets, it doesn’t matter. The simple fact of the matter is that people don’t trust you enough to book a free consultation...
Larkspur ExecutiveUsing Larkspur-RiXtrema Tools

Does Changing The Subject Line Lead To More Opens?

Jack Block
30 Mar 2021
One easy email marketing tactic is to send out the same email a week later but change the subject line. With the help of my client, we were able to test this marketing method by using Larkspur Executive’s advanced marketing campaign service.
News

COVID impact on Retirement Savings

Kara Haeussler
26 Mar 2021
It feels as though there is no corner of our lives that remains unaffected by COVID-19, including retirement futures. Recent studies have shed light on how plans are faring nearly a year after the pandemic began. 
CRM Enhancements For Easier Follow-ups
Case Studies - Larkspur Executive

CRM Enhancements For Easier Follow-ups

Gennady Prokofyev
17 Mar 2021
Keeping in touch with prospects is key to a successful relationship with a plan sponsor. It can lead to financial advisors closing deals and building good rapport with a company’s key executives.
Larkspur Executive

9 Subject Lines That get Clicks

Daniel Satchkov
03 Mar 2021
Subject lines might be short, but there is actually a variety of them you can use, tactically, to increase open rates. Here are 10 of the best.
News

Defined Contribution Plans Today: Evolution, Innovations, Risk Management

Svetlana Patokova
19 Feb 2021
Over the past few decades, defined contribution (DC) plans have evolved from a supplemental retirement and savings vehicle to the primary one for many companies in the US.
Marketing

Get Big Results with This 9 Word Email

Daniel Satchkov
16 Feb 2021
This email is for clients you have already made contact with, clients you have some familiarity with. Start off by addressing them directly in the subject line, using their name will attract their attention
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RiXtrema - financial planning software company for financial advisor + insight from retirement and risk experts

Recent Posts

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