Watch the webinar by Daniel Satchkov, President of RiXtrema, on the best marketing practices for financial advisors who are looking to grow their practice.
Advisors have been using LE Pro to win retirement plan business for a few months and have sent thousands of emails to prospects. This podcast will examine the e-mail success metrics and discuss what the future of marketing looks like in LE Pro.
Anecdotal EvidenceData Backed ResultsNot Good Enough When we released our CTML (Customizable Trackable Marketing Letters) and LE Pro and Platinum campaign features, we knew these tools would be game changers for anyone looking to grow their plan business. What we didn’t know, was just how successful
How Does This Help You?How This Helps Participants?How This Helps Plan Sponsor? We always explain to our clients that Larkspur-RiXtrema apps have two goals: Help you win more plans Help you make more revenue from those plans by providing valuable services To help you win plans (goal #1) we
Larkspur Executive provides powerful retirement plan analytics along with a relentless marketing process that can be used to win the business of plan sponsors. It allows advisors to analyze retirement plans and send and prepare illuminating reports for plan sponsors. The program just got better
Plan Sponsors are changing management styles of 401k plans Plan Sponsors know something is wrong Advisors need to show holistic involvementAdvisors need to be stewards and educatorsAdvisors need to teach plan participantsERISA Compliance Financial Education is Key Converting Prospects to Clients with Customized
Adaptability and Efficiency Many of our clients use default marketing templates in Larkspur Executive, but that is only a small part of the Customized Trackable Marketing Letter (CTML) tool. Working with the Client Success Team to customize your templates can help you find a balance between
Automate your direct mail packages Contact the Client Success team to build your own templates Here’s how to create direct mail in just a few clicks Rixtrema’s financial planning software platform streamlines marketing and analysis [vc_row][vc_column][vc_column_text]Save time when running a direct mail campaign. With just
[vc_row][vc_column][vc_column_text] RiXtrema CEO, Yon Perullo, discusses the newest upgrade to Larkspur Executive and how it can help advisors reach out to prospects with RiXtremist, Luke St. Angelo Larkspur Executive Video Guide: Customized Trackable Marketing Letters - An instructional guide on using the Larkspur Executive's Customized Trackable Marketing
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 Larkspur Executive can radically streamline your marketing efforts and present analytics to clients like you’re in the 21st century. Improved user interface