Participant Direct Connects You With Plan Members
Do you know that more than one-in-five participants have no interactions with their plan providers throughout a year? Based on the report published by J.D. Power, there are 29% of the plan participants who unaware of the access to professional financial advice related to their plan.It is truly astonishing to see such a disconnect between the participants and plan providers. According to the same report, approximately 40% of surveyed plan participants ranked their relationship with the plan providers to be either indifferent or dissatisfactory.
Why Quiz Marketing Should Be a Part of Your Next Marketing Campaign
They’re more than just those silly Disney character quizzes that kids take to procrastinate. The rapid adoption of quiz funnels is just one more example of how if you’re not innovating and experimenting with new marketing methods, then you’re falling behind. This article is just the quick first part of a more extended discussion about quiz funnels, but we all have to start somewhere. So let’s take a quick dive into it.
How RIAs are Attracting AUM With Technology
How are you leveraging technology to grow your business or find more free time?A 2019 study of Advisors by Cerulli Associates found a direct link between AUM and technology use. “Heavy” technology-using advisory firms have an average of $238.0 million in AUM compared to $106.3 million for “light” competitors. Cerulli found that advisory firms can attract AUM because they spend 34% less time resolving client service issues and have 24% more time on practice management activities. Technology does more than
Data Made Simple: How to Interpret Larkspur Executive’s Graphs
Show your fees are reasonable How to plot historical trends Costs vary by participants and AUM Tunnelvision can disguise weaknesses Interpreting data can be difficult, but here’s how Larkspur Executive...Read More
Controlling Your Campaign Flow in Your Campaigns Dashboard
With Larkspur Executive PRO you can easily prospect multiple companies by sending them a batch campaign. But many of our users wonder: how can I track a campaign? how can I manage campaigns individually and for the companies, and how can I blacklist them?Those are really essential questions, and we have several ways to do that efficiently,
Data Driven Success for Financial Advisors
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...Read More