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.
The Importance of Active Campaigns and Timely Follow-ups
Despite being the most frequently asked and debatable, questions like “What’s the best strategy to gain new leads?” and “What’s the best way to follow up with a prospect?” are still very important in any financial advisor’s practice.
How to Utilize Marketing Quizzes: RiXtrema Guide
In a world that is increasingly online, it is important to likewise move your marketing efforts in that direction. But these days, leads are more difficult to hold onto because they already know every trick in the marketing playbook. So, how will you get creative with your online marketing efforts? The key is interactivity
How to Use Larkspur Executive Pro Suite to Achieve Sustainable Growth
We at RiXtrema know that successful marketing comes down to daily actions. So, giving you the right direction with the right tools is a top priority of our Client Success team. Your Larkspur Executive PRO suite has many highly sophisticated technology perks.
Are you a 21st Century Wealth Advisor?
As I wrote before, the Coronavirus lockdown was a beta test for remote work, but it doesn’t seem to be going anywhere anytime soon. The question falls to all of us:“Am I measuring up to my competition and adapting to the new environment?”Advisors don’t have to look far to learn where the industry is going. Before the lockdown forced all of us to see the potential in working remotely, Broadridge reached some startling conclusions about technology use by financial advisors. They surveyed 1,500 investment providers, including 250 wealth advisors, to find, in general, that they are not taking advantage of the benefits and high ROI of technological adoption.