While many advisors rely on social media for outreach, email remains the most powerful tool for engaging prospects and clients.

Many financial advisors approach marketing with a "spray and pray" mentality - posting content on social media, sending emails, and hoping for engagement. The result? Silence. Discouraged, they assume online marketing doesn’t work.

Enter RiXtrema's 401kAI - an innovative tool designed to streamline these processes, allowing advisors to focus on what truly matters: providing exceptional service to their clients.

The answer lies in balancing content and sales. Roughly 80% of your emails should focus on providing value, while only 20% should be sales-oriented.

The answer lies in balancing content and sales. Roughly 80% of your emails should focus on providing value, while only 20% should be sales-oriented.

Plan sponsors are busy, focused on running their businesses, and their retirement plans often aren't top of mind. So how do you break through?

Combine this with the power of AI, and you have a formula for success that can propel your business forward.

Studies show that potential clients need to encounter you about seven or eight times before they feel comfortable enough to take action.