This email is for clients you have already made contact with, clients you have some familiarity with. Start off by addressing them directly in the subject line, using their name will attract their attention
Ever since the SEC first announced its Regulation Best Interest, many in the financial services industry have been doubtful about its longevity. We saw the DOL rule come and go, and this has really made it seem like new regulation might not last long
RiXtrema Investing Counterpoint brings you the Best of 2020! Yes, we are heading straight into 2021. But we wanted to take one last look at 2020 by brining you the most popular articles our team wrote throughout the year. Inside you will find best marketing
Watch the webinar by Daniel Satchkov, President of RiXtrema, on the best marketing practices for financial advisors who are looking to grow their practice.
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.
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
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
If you have a social media account – especially with connections to teenagers – then you have probably seen a category quiz without realizing it. How does your personality match a Disney character, entrepreneur, or tv show character?
So, in preparation for some neat new features, RiXtrema will be launching in the coming weeks, I interviewed some of our clients (retirement specialists). With a little additional independent research, I found some useful tips as to how advisors exploit a competitive advantage to convert
The Department of Labor is considering a regulation that would limit how environmental, social, and governance (ESG) investing can appear in retirement plans.