Work Around The Gatekeeper. Why Not Work with them?
Sending out your first marketing emails is important, but it's often not enough in itself. Releasing a campaign is one thing, but you also need to keep track of how many emails were read and when.
LE Quick Guide – Internal Plan Reports
Now we will look at individual plan reports, in order to do that we will select a plan from the list that we have generated previously from our Advanced search...Read More
What Are MEPs And How Can They Help You?
According to investopedia, an MEP or Multiple employee plan is a retirement savings plan adopted by two or more employers that are unrelated for income tax purposes, as defined by the Internal Revenue Service (IRS) and the U.S. Department of Labour (DOL).
Being Proactive Is Crucial for Advisors
Given that the financial advisory industry is short on specialists, the industry needs to improve its diversity and inclusion efforts to attract and retain employees from different groups.
Best Ways To Approach Your Prospect Online
When people are marketing online, those trust-building factors are entirely absent. Not only that, but prospects tend to be more cautious online, in order to avoid being scammed or hacked. So, from the outset, online marketing is an uphill struggle.
Specific Niches for Advisors
Reasons for Finding and Developing Specific Niches Specific Niches: Not a One Size Fits All Niche Becoming a Necessity Advisors who Found their Specific Niches Specializing Driven by Marketing Challenges...Read More
Larkspur Executive Pro / Pro-Plus Campaign Follow Up
Marketing is composed of a whole lot of “No -s” and few “Yes -es”. In other words, it is a volume game, meaning that to see results there must be a lot of attempts.
Higher Education Plan Sponsors See More Demand for Participant Investment Help
A recent study on higher education plans from Voya found 43% of plan sponsors say motivating employees to save adequately and invest wisely are the top challenges in helping their employees prepare for retirement.
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.
Land More Clients With a Killer Landing Page
I will let you in on a little secret: our landing page is not a work of original genius. We took inspiration from, of all places, a cosmetics company and a site about diabetes. So, when designing your landing page, keep it simple, look around and see what works. No need to reinvent the wheel.