Larkspur Executive Pro / Pro-Plus Campaign Follow Up
Marketing is composed of a whole lot of “No -s” and few “Yes -es”. In other words, it is a volume game, meaning that to see results there must be a lot of attempts.
Remain Prudent Amid the Outbreak
COVID-19 has disrupted everyone's lives and business and led to a lot of market volatility. Moreover, it has raised many questions about how to respond in a crisis; in particular how plan participants remain confident about their plan.
Five Mistakes in Using Larkspur Executive
Many advisors are looking to grow their business faster, that’s why they use Larkspur Executive Suite. Getting the most out of it requires some know how. So, Let's take a look at several common mistakes that new users of Larkspur Executive PRO how to avoid them
The Importance of Active Campaigns and Timely Follow-ups
Despite being the most frequently asked and debatable, questions like “What’s the best strategy to gain new leads?” and “What’s the best way to follow up with a prospect?” are still very important in any financial advisor’s practice.
Case Study: Growing Your 401k Business with the Right Prospecting Strategy
Every advisor is constantly thinking about ways to grow their business. There are many options available to achieve this goal. However, there is no cookie-cutter formula on how to make prospecting a successful endeavor.
Case Study: How to Use Comparisons to Alert Complacent Plan Sponsors
Plan sponsors are busy people and generally busy people are actively looking for more things to do. So, it is understandable if a plan sponsor is so content with the current state of their 401k that they don’t welcome the task of dealing with a new advisor who is recommending changes.One of our advisors asked how we could help them get through to a plan sponsor that is resisting the notion that the plan needs changes?