What Are the Key Elements of Successful Marketing Campaign?
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...Read More
Larkspur Executive Can Create Analytical Direct Mail Letters
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...Read More
Larkspur Executive’s Newest Feature: CTML – Custom Trackable Marketing Letters
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:...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
Why are Participant / Employer Contributions important to a plan sponsor?
Sponsors may not be maximizing their 401k contributions, and Larkspur Executive’s tools can easily show this deficit. Your sponsor contacts are most likely considered highly compensated employees...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