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Specific Niches for Advisors

Reasons for Finding and Developing Specific Niches Specific Niches: Not a One Size Fits All Niche Becoming a Necessity Advisors who Found their Specific Niches Specializing Driven by Marketing Challenges Reasons for Finding and Developing Specific Niches   Finding and developing specific niches is a wise move for any advisor, who wants to establish himself and build a reputation as a highly qualified specialist. In order to achieve this, financial advisors should identify a niche, making it as specific as possible, and thus creating their unique offer to prospects.   Many advisors became aware of the importance of finding a niche, by talking to their clients and finding solutions for...
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Happy Independence Day from Rixtrema

This year Independence Day hits just that little bit different. Although many restrictions are still in place, freedom is in the air. At Rixtrema we would like to thank everyone who has worked with us over this very challenging, and at times, tragic period. So whether you are having a BBQ, fireworks display or family picnic. Indulge yourself! From the whole team, Happy Independence Day!

Larkspur Executive CRM – Quick User Guide

1. Click on the CRM tab on the left-hand dashboard to quickly access your CRM system     2. The First Screen is your tasks Dashboard, some tasks will begenerated automatically when your sent emails get opened 3. Click on a three-dot button to the left of the Status field to eitheredit it (Open Task) or close it (Close) 4. Click on a lead’s name to access the lead’s card and edit theirdetails   5. Click on the Lead’s tab to access your list of prospects 6. Click on the first or last name of a lead to access their details7. Add notes/comments for a lead after a follow-up by...
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