Larkspur Executive converts Prospects to Clients
Larkspur Executive provides powerful retirement plan analytics along with a relentless marketing process that can be used to win the business of plan sponsors. It allows advisors to analyze...Read More
Keeping Order During Major Marketing Campaigns With Larkspur Executive’s Notes Tool
Sometimes marketing campaigns are successful because of a delicate balance between the quantity of contacts and quality of marketing materials. Larkspur Executive has numerous tools to conduct massive direct mail...Read More
Larkspur Executive Can Create Analytical Direct Mail Letters
Automate your direct mail packages Contact the Client Success team to build your own templates Here’s how to create direct mail in just a few clicks Rixtrema’s financial planning software...Read More
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...Read More
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...Read More
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...Read More