Five Mistakes in Using Larkspur Executive
Many advisors are looking to grow their business faster, that’s why they use Larkspur Executive Suite. Getting the most out of it requires some know how. So, Let's take a look at several common mistakes that new users of Larkspur Executive PRO how to avoid them
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.
Larkspur Executive Pro-Plus FAQ: Frequent Questions Answered
What are RiXtrema’s Pilers of Marketing? There are 8 pilers of marketing: Authority, Trust, Reciprocity, Anticipation, Liability, Community, Scarcity, and Social Proof. The 4 most important pilers are AUTHORITY, TRUST, RECIPROCITY, and SCARCITY.
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.
Let CRM Be With You
The Lifestyle CRM provides you with more traditional functionalities of a CRM like adding new leads manually, integrating with other CRMs, creating tasks, scheduling events, and the importing/exporting of leads
Why You Need a Lifestyle CRM. Part 2
So, where do you get those hours to set up good online marketing? You take them away from doing the important client work i.e. what you get paid for. Or you take it away from the rest of your life i.e. family. So, there are hundreds of thousands of advisors who spend significant time and money performing the same tasks to grow their business.
Two Kinds of Financial Advisors Online: The QUICK & THE DEAD
How do you become a top marketer without turning your life into a workaholic hell and without reducing the amount of effort to help your clients to financial success? In other words, how do you become a top advisor (because top advisors are not only good, but they also have a lot of clients) …
Why You Need a Lifestyle CRM! Part 1
When you started a financial advisory practice, you took many things for granted. Things simply work a certain way. Let us take that all-important thing, the sales. Meaning how the practice actually acquires new customers. You were told that there is something called the CRM – Customer Relationship Management software
Jackpot List for Getting a Target Audience – The Scoring Quiz
What kind of background knowledge does your target audience have? How are they currently solving their problem? Successful marketing depends on gathering and applying knowledge about your target audience.