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.
Remain Prudent Amid the Outbreak
COVID-19 has disrupted everyone's lives and business and led to a lot of market volatility. Moreover, it has raised many questions about how to respond in a crisis; in particular how plan participants remain confident about their plan.
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 Write Irresistable Emails That Must be Opened
Not only are many of us too busy for marketing, but we’ve not practiced copywriting. As we learned in talking to a premier copywriter, Jack Turk, the secret is writing fast. Writing fast keeps you from over-thinking your language. You remember the old acronym: KISS. Well, here’s a friendly reminder to Keep IT Simple, Stupid. :)
What is RegBI’s Future With a Democrat Administration?
New news from the campaign trail continues the Reg-BI regulatory whiplash, but don’t let that become an excuse for not being compliant. The polls show a likely power shift in the White House - take that with a 2016-flavored grain of salt. Allan Lichtman, the renowned historian who predicted the presidential results for the past four decades, predicts Biden will take the White House. (He bases his prediction, not on polls, but 13 binary qualifiers that are pretty interesting)
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
Learn how to do Content Marketing the Right Way as a Financial Advisor
Our recent marketing articles focused on how to market the content an advisor already has in place but we haven't focussed enough on creating original content.
Some Straight Talk About BlackRock’s Sustainability Investing
BlackRock CEO Laurence Fink wrote a letter to CEOs announcing that environmental sustainability will be the cornerstone of BlackRock's future investment decisions.
Marketing to Millennials
Marketing to Millennials Optimize your company’s website for the 21st Century Your website needs to support mobile and tablet users Tackle Twitter, Instagram, and Youtube Personalize your company’s brand Be...Read More
WHY SHOULD YOU BE A 3(21) OR A 3(38) FIDUCIARY?
One of the biggest incentives for plan sponsors to seek a fiduciary to assist with their retirement plan is to share the burden of providing sound advice to all participants...Read More