{"id":7463,"date":"2020-11-20T12:22:30","date_gmt":"2020-11-20T17:22:30","guid":{"rendered":"https:\/\/rixtrema.com\/blog\/?p=7463"},"modified":"2020-11-23T10:22:35","modified_gmt":"2020-11-23T15:22:35","slug":"five-mistakes-in-using-larkspur-executive","status":"publish","type":"post","link":"https:\/\/rixtrema.com\/blog\/five-mistakes-in-using-larkspur-executive\/","title":{"rendered":"Five Mistakes in Using Larkspur Executive"},"content":{"rendered":"\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"wp-block-nk-awb nk-awb\"><div class=\"nk-awb-wrap\" data-awb-type=\"color\"><div class=\"nk-awb-overlay is-layout-constrained wp-block-nk-awb-is-layout-constrained\" style=\"background-color: rgba(156, 242, 246, 0.47);\"><\/div><\/div>\n<ul class=\"wp-block-list\"><li><strong><a href=\"#Filters\">Wrong Filters in the Advanced Search Section<\/a><\/strong><\/li><li><strong><a href=\"#Signature\">Missing Signature<\/a><\/strong><\/li><li><strong><a href=\"#App\">Neglecting Mobile App<\/a><\/strong><\/li><li><strong><a href=\"#Campaigns\">Not Having Ongoing Campaigns<\/a><\/strong><\/li><li><strong><a href=\"#Template\">Template Customization<\/a><\/strong><\/li><\/ul>\n<\/div>\n\n\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\">Many advisors are looking to grow their business faster, that\u2019s why they use Larkspur Executive Suite. Getting the most out of it requires some know how.\u00a0<\/span><\/p>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\">So, Let&#8217;s take a look at several common mistakes that new users of Larkspur Executive PRO how to avoid them :<a id=\"Filters\"><\/a><\/span><\/p>\n<p style=\"text-align: justify;\"><br \/><b><\/b><\/p>\n<ul style=\"text-align: justify;\">\n<li><b>Wrong Filters in the Advanced Search Section:<\/b><\/li>\n<\/ul>\n<p style=\"text-align: justify;\">\u00a0<\/p>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\">Before creating the first list for a campaign, think about which filters could be used to make it more efficient and useful. Some people might add basic parameters such as: location, plan size, number of participants, but without adding email or rating filters, you might end up with a list which doesn\u2019t have much prospecting value.<a id=\"Signature\"><\/a><\/span><\/p>\n<p style=\"text-align: justify;\"><a href=\"https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2020\/11\/Image-1-Advanced-Search-Filters-min.png\" data-rel=\"lightbox-image-0\" data-rl_title=\"\" data-rl_caption=\"\" title=\"\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-7470\" src=\"https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2020\/11\/Image-1-Advanced-Search-Filters-min.png\" alt=\"\" width=\"1316\" height=\"618\" srcset=\"https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2020\/11\/Image-1-Advanced-Search-Filters-min.png 1316w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2020\/11\/Image-1-Advanced-Search-Filters-min-300x141.png 300w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2020\/11\/Image-1-Advanced-Search-Filters-min-1024x481.png 1024w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2020\/11\/Image-1-Advanced-Search-Filters-min-768x361.png 768w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2020\/11\/Image-1-Advanced-Search-Filters-min-500x235.png 500w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2020\/11\/Image-1-Advanced-Search-Filters-min-800x376.png 800w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2020\/11\/Image-1-Advanced-Search-Filters-min-1280x601.png 1280w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2020\/11\/Image-1-Advanced-Search-Filters-min-1200x564.png 1200w\" sizes=\"auto, (max-width: 1316px) 100vw, 1316px\" \/><\/a><\/p>\n<p><em>Image 1: Advanced Search Filters<\/em><\/p>\n<p style=\"text-align: justify;\"><br \/><b><\/b><\/p>\n<ul style=\"text-align: justify;\">\n<li><b>Missing Signature:<\/b><\/li>\n<\/ul>\n<p style=\"text-align: justify;\">\u00a0<\/p>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\">The Campaign is launched and people start opening your emails, but when you call them they don\u2019t know who you are. The issue might be a missing or improperly installed signature on your account. If you didn\u2019t do it properly all emails will be sent incognito, i.e. without your contact information.<a id=\"App\"><\/a><\/span><\/p>\n<p><a href=\"https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2020\/11\/Image-2-Setting-Default-Signature-for-Campaigns-min.png\" data-rel=\"lightbox-image-1\" data-rl_title=\"\" data-rl_caption=\"\" title=\"\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-7471\" src=\"https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2020\/11\/Image-2-Setting-Default-Signature-for-Campaigns-min.png\" alt=\"\" width=\"760\" height=\"389\" srcset=\"https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2020\/11\/Image-2-Setting-Default-Signature-for-Campaigns-min.png 760w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2020\/11\/Image-2-Setting-Default-Signature-for-Campaigns-min-300x154.png 300w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2020\/11\/Image-2-Setting-Default-Signature-for-Campaigns-min-500x256.png 500w\" sizes=\"auto, (max-width: 760px) 100vw, 760px\" \/><\/a><\/p>\n<p><em>Image 2: Setting Default Signature for Campaigns<\/em><\/p>\n<ul style=\"text-align: justify;\">\n<li><b>Neglecting Mobile App:<\/b><\/li>\n<\/ul>\n<p style=\"text-align: justify;\">\u00a0<\/p>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\">After the campaigns are launched, it might seem difficult to follow up at first, because numerous notifications will be sent to you. If you don&#8217;t take action, you risk creating a backlog. Not using an app to follow up is a big mistake at this point, as it was specifically designed for a quick response to your clients or prospects\u2019 actions. Make use of it!<\/span><\/p>\n<p><a href=\"https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2020\/11\/Image-3-Larkspur-Executive-App-Push-Notifications-on-iPhone-min.jpg\" data-rel=\"lightbox-image-2\" data-rl_title=\"\" data-rl_caption=\"\" title=\"\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-7469\" src=\"https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2020\/11\/Image-3-Larkspur-Executive-App-Push-Notifications-on-iPhone-min.jpg\" alt=\"\" width=\"450\" height=\"800\" srcset=\"https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2020\/11\/Image-3-Larkspur-Executive-App-Push-Notifications-on-iPhone-min.jpg 450w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2020\/11\/Image-3-Larkspur-Executive-App-Push-Notifications-on-iPhone-min-169x300.jpg 169w\" sizes=\"auto, (max-width: 450px) 100vw, 450px\" \/><\/a><\/p>\n<p><em>Image 3: Larkspur Executive App Push Notifications on iPhone<a id=\"Campaigns\"><\/a><\/em><\/p>\n<p>\u00a0<\/p>\n<ul style=\"text-align: justify;\">\n<li><b>Not Having Ongoing Campaigns:<\/b><\/li>\n<\/ul>\n<p style=\"text-align: justify;\">\u00a0<\/p>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\">Rule of thumb: the more proposals you send the more chance of success you\u2019ll have in the future. Marketing is a system and running 30-50 active campaigns is the key to success. If you don\u2019t send marketing campaigns for a week or two it\u2019s a lost opportunity, and you should not let it happen.<a id=\"Template\"><\/a><\/span><\/p>\n<p style=\"text-align: justify;\"><br \/><a href=\"https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2020\/11\/Image-4-Ongoing-Campaigns-Counter-min.png\" data-rel=\"lightbox-image-3\" data-rl_title=\"\" data-rl_caption=\"\" title=\"\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-7472\" src=\"https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2020\/11\/Image-4-Ongoing-Campaigns-Counter-min.png\" alt=\"\" width=\"1422\" height=\"234\" srcset=\"https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2020\/11\/Image-4-Ongoing-Campaigns-Counter-min.png 1422w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2020\/11\/Image-4-Ongoing-Campaigns-Counter-min-300x49.png 300w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2020\/11\/Image-4-Ongoing-Campaigns-Counter-min-1024x169.png 1024w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2020\/11\/Image-4-Ongoing-Campaigns-Counter-min-768x126.png 768w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2020\/11\/Image-4-Ongoing-Campaigns-Counter-min-500x82.png 500w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2020\/11\/Image-4-Ongoing-Campaigns-Counter-min-800x132.png 800w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2020\/11\/Image-4-Ongoing-Campaigns-Counter-min-1280x211.png 1280w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2020\/11\/Image-4-Ongoing-Campaigns-Counter-min-1200x197.png 1200w\" sizes=\"auto, (max-width: 1422px) 100vw, 1422px\" \/><\/a><\/p>\n<p><em>Image 4: Ongoing Campaigns Counter<\/em><\/p>\n<p>\u00a0<\/p>\n<ul style=\"text-align: justify;\">\n<li><b>Template Customization:<\/b><\/li>\n<\/ul>\n<p style=\"text-align: justify;\">\u00a0<\/p>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\">Our public templates are written and designed by professionals and they do look good for marketing. But no matter how good they are, you should add a personal touch, edit the wording a little bit or add detail, that way you can address a problem or challenge with greater accuracy.\u00a0<\/span><\/p>\n<p style=\"text-align: justify;\"><a href=\"https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2020\/11\/Image-5-Marketing-Templates-Section-min.png\" data-rel=\"lightbox-image-4\" data-rl_title=\"\" data-rl_caption=\"\" title=\"\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-7473\" src=\"https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2020\/11\/Image-5-Marketing-Templates-Section-min.png\" alt=\"\" width=\"832\" height=\"787\" srcset=\"https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2020\/11\/Image-5-Marketing-Templates-Section-min.png 832w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2020\/11\/Image-5-Marketing-Templates-Section-min-300x284.png 300w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2020\/11\/Image-5-Marketing-Templates-Section-min-768x726.png 768w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2020\/11\/Image-5-Marketing-Templates-Section-min-500x473.png 500w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2020\/11\/Image-5-Marketing-Templates-Section-min-800x757.png 800w\" sizes=\"auto, (max-width: 832px) 100vw, 832px\" \/><\/a><\/p>\n<p><em>Image 5: Marketing Templates Section<\/em><\/p>\n<p>\u00a0<\/p>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\">Avoid these common mistakes users of <a href=\"https:\/\/rixtrema.net\/larkspurproplus\/?source=Gennady-20-11-2020\">Larkspur Executive PRO<\/a> and you\u2019ll start to see the difference. If you have any further questions, contact your client success representative at any time, or set up a quick one-on-one training.<\/span><\/p>\n\n\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/rixtrema.net\/larkspurproplus\/?source=Gennady-20-11-2020\" target=\"_blank\" rel=\"noopener noreferrer\"><img loading=\"lazy\" decoding=\"async\" width=\"750\" height=\"137\" src=\"https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2020\/09\/larkspur-rixtrema-pro-and-platinum-min.png\" alt=\"\" class=\"wp-image-6880\" srcset=\"https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2020\/09\/larkspur-rixtrema-pro-and-platinum-min.png 750w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2020\/09\/larkspur-rixtrema-pro-and-platinum-min-300x55.png 300w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2020\/09\/larkspur-rixtrema-pro-and-platinum-min-500x91.png 500w\" sizes=\"auto, (max-width: 750px) 100vw, 750px\" \/><\/a><\/figure>\n\n\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n","protected":false},"excerpt":{"rendered":"<p>Many advisors are looking to grow their business faster, that\u2019s why they use Larkspur Executive Suite. Getting the most out of it requires some know how.\u00a0<\/p>\n<p>So, Let&#8217;s take a look at several common mistakes that new users of Larkspur Executive PRO how to avoid them<\/p>\n","protected":false},"author":11,"featured_media":7464,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"jetpack_post_was_ever_published":false,"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[179],"tags":[7,9,11,13],"class_list":["post-7463","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-using-larkspur-rixtrema-tools","tag-financial-advisor","tag-financial-advisor-prospecting-tools","tag-financial-advisor-tools","tag-financial-advisors-marketing"],"jetpack_featured_media_url":"https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2020\/11\/Five-Mistakes-in-Using-Larkspur-Executive-min.png","yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v15.9.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Five Mistakes in Using Larkspur Executive<\/title>\n<meta name=\"description\" content=\"Many advisors are looking to grow their business faster, that\u2019s why they use Larkspur Executive Suite. Getting the most out of it requires some know how.\u00a0So, Let&#039;s take a look at several common mistakes that new users of Larkspur Executive PRO how to avoid them\" \/>\n<link rel=\"canonical\" href=\"https:\/\/rixtrema.com\/blog\/five-mistakes-in-using-larkspur-executive\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Five Mistakes in Using Larkspur Executive\" \/>\n<meta property=\"og:description\" content=\"Many advisors are looking to grow their business faster, that\u2019s why they use Larkspur Executive Suite. 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