Individual Reports in Larkspur
Once you are happy with your list – You are ready to start exploring individual Plan reports. To do that click on a plan name of your choosing and that will take you to the individual reports page.
Larkspur Executive Pro / Pro-Plus Campaign Follow Up
Marketing is composed of a whole lot of “No -s” and few “Yes -es”. In other words, it is a volume game, meaning that to see results there must be a lot of attempts.
CRM Enhancements For Easier Follow-ups
Keeping in touch with prospects is key to a successful relationship with a plan sponsor. It can lead to financial advisors closing deals and building good rapport with a company’s key executives.
Case Study from Ironwood Retirement Plan Consultants : How LE PRO Fills Your Pipeline
D. Bruce Johnston of Ironwood Retirement Plan Consultants speaks about using Larkspur Executive PRO custom tracking marketing letters. Ron and Ironwood have had tremendous success using retirement plan marketing automation that is found within LE PRO.
Improving Campaign To Increase Open Rate
We recognize that marketing is a crucial component of any successful financial practice. Also, we understand that most advisors have limited time and resources to dedicate to marketing.
Why You Need to Keep Marketing
In 2020, email marketing is now as important as it has ever been. Despite what some people may think, email as a platform for reaching out to prospects is actually more effective than ever. It’s quick, easy, and a direct line to most people. Especially during a time where many people aren’t going into their office every day, email can be the best way to reach people.