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...Read More
Boris finally birthed his Brexit baby
Doctor, I can see the head Another Brexit referendum is off the table What about Europe? 28 may be a crowd. 27 EU members is a party. Doctor, I can...Read More
Hidden opportunities in the Reg BI
Key elements of the Reg BI Adopt a financial literacy focus Simple solutions sell Free trading, differences in generational marketing, and economic challenges are significantly changing the Financial Services Industry....Read More
PCT Pro Using RetireRisk To Plan Cashflow In Retirement
PCT Pro was designed Portfolio Crash Test Pro was created because there was not a tool for Financial Advisors that allowed them to specifically examine the internal and external risk...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
Brexit Update – Boris Johnson Edition
When I last wrote about Brexit, Theresa May was busy trying to get her hard-negotiated agreement for terms of Brexit passed through Parliament. As we all know, this failed, May...Read More
Easy Advisor Marketing with Customized, Trackable Marketing Letters
As a finance professional, I deal every day with advisors who have big ideas about business growth. These ideas are the essence of success and it can be defined by...Read More
Capture Your Client’s Risk Profile with the PCT Questionnaire
Sending a Risk Questionnaire First, Risk Tolerance Expanding the Picture with Risk Capacity So the Investor Completed the Questionnaire, Now What? Key Takeaways At Larkspur-Rixtrema, we know how important...Read More
Winning 401k Business Nearby with Planisphere
Luckily, Planisphere is equipped with a very handy search engine, which will provide you a lot of flexibility in your searches and prospecting.