Why You Need a Lifestyle CRM! Part 1
When you started a financial advisory practice, you took many things for granted. Things simply work a certain way. Let us take that all-important thing, the sales. Meaning how the practice actually acquires new customers. You were told that there is something called the CRM – Customer Relationship Management software
Improve Plan Sponsor Conversion & Increase Revenue with ParticipantDirect
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...Read More
4 Habits To Forget Fear And Seize Growth From The Jaws Of this Crisis
This is not just another post in which I convince you that the Coronavirus is a tremendous threat or that to say home is a heroic mission. No, I don't need to convince you that the Coronavirus is a real danger, and some of us were already hermit introverts.
Sell Plan Sponsors From Home on Autopilot: LE PRO Registration is Open!
This is Yon Perullo of Larkspur-RiXtrema. For months we have been working on LE PRO to help you sell retirement plans on autopilot, using automated email campaigns. And with all...Read More
New Reality Sets In: How You Can Sell Plans When Nobody Travels
We are living in surreal times. The world around changes seemingly in days, as if in a futuristic movie. But the consequences for our lives and livelihood are not imaginary....Read More
Do Not Trade Time For Money: Focus on Value You Add to Qualified Plans
Imagine combining features of an email marketing engine such MailChimp with the most detailed database of 700K+ plans and 1.2M+ executive contacts at plan sponsors. All this is connected to...Read More