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Controlling Your Campaign Flow in Your Campaigns Dashboard

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,

Colin Ward

27 Jul 2020

Proving Compliance With the PDF Tool For SEC Exams

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.

Yon Perullo

23 Jul 2020

Data Driven Success for Financial Advisors

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 Pro.

Yon Perullo

23 Jul 2020

Early Returns – CTML & Campaign features pay dividends!

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 didn’t know, was just how successful they would be. Well, we have been collecting some statistics over the past few months, and below I will share some of the metrics we have collected and how we are using this information to make the product even better. For those of you unfamiliar with the CTML and Campaign features, you can read an overview here, here, and here. Plus, there...

Colin Ward

13 Jul 2020

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

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.