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How Advisors Can Help Next-Gen Clients Next-Gen will inherit Baby Boomers’ wealth Build relationships with low-AUM clients and your trust may pay off Financial advisors can help during transitional stages How Advisors Can Help Next-Gen...

Daniel Satchkov

08 Oct 2019

Larkspur Executive’s Newest Feature: CTML – Custom Trackable Marketing Letters

RiXtrema CEO, Yon Perullo, discusses the newest upgrade to Larkspur Executive and how it can help advisors reach out to prospects with RiXtremist, Luke St. Angelo Larkspur Executive Video Guide: Customized Trackable Marketing Letters –...

Gennady Prokofyev

04 Oct 2019

Why You Should Upgrade From Planisphere To Larkspur Executive

Improved user interface and cleaner presentation Ratings and benchmarks to compare plan sponsors More data than ever before Customized Trackable Marketing Letters (CTML) Prospect. Analyze. Contact. Profit. Transitioning to Larkspur Executive can radically streamline...

Colin Ward

03 Oct 2019

Plan Ratings in Larkspur Executive

Average Employer Contributions / Participant Percent of Retirees: The Quintessence of Larkspur Executive: Overall Plan Rating The differences between benchmarks Benchmarking by the state is useful when prospecting in rural areas The Business benchmark can...

Colin Ward

01 Oct 2019

Why are Participant / Employer Contributions important to a plan sponsor?

Sponsors may not be maximizing their 401k contributions, and Larkspur Executive’s tools can easily show this deficit. Your sponsor contacts are most likely considered highly compensated employees (HCE) by the IRS –...

Colin Ward

30 Sep 2019

Marketing to Millennials

Marketing to Millennials Optimize your company’s website for the 21st Century Your website needs to support mobile and tablet users Tackle Twitter, Instagram, and Youtube Personalize your company’s brand Be charitable, socially, and environmentally conscious...

Blog Medium With Both Sidebar

How You As An Adviser Can Help Next Generation Clients?

Larkspur Executive’s Newest Feature: CTML – Custom Trackable Marketing Letters

Why You Should Upgrade From Planisphere To Larkspur Executive

Plan Ratings in Larkspur Executive

Why are Participant / Employer Contributions important to a plan sponsor?

Marketing to Millennials

Vimeo Video

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