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Larkspur Executive

Success Tips from Larkspur Executive Users

There are many tools and techniques on the market today designed to provide every financial advisor or fund manager with the expertise to succeed. But after listening to client feedback, we found that technology is not everything; personality and a tailored approach is what takes everything up a notch.

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 RIAs are Attracting AUM With Technology

How are you leveraging technology to grow your business or find more free time?A 2019 study of Advisors by Cerulli Associates found a direct link between AUM and technology use. “Heavy” technology-using advisory firms have an average of $238.0 million in AUM compared to $106.3 million for “light” competitors. Cerulli found that advisory firms can attract AUM because they spend 34% less time resolving client service issues and have 24% more time on practice management activities. Technology does more than