Reconsider Adding Revenue-Sharing Funds To Your Investment Menu
You may want to consider removing revenue-sharing plans from the investment menu, as they actually increase your spending and lower income.
Three Reasons Email Campaigns Are Not Enough
You need to get used to this idea and start creating lead magnets. This is a, usually free, piece of content that will ideally provide some value for prospects. Lead magnets help to build trust, identify someone’s pain, and thus make them more likely to book that free consultation.
Case Study from Ironwood Retirement Plan Consultants : How LE PRO Fills Your Pipeline
D. Bruce Johnston of Ironwood Retirement Plan Consultants speaks about using Larkspur Executive PRO custom tracking marketing letters. Ron and Ironwood have had tremendous success using retirement plan marketing automation that is found within LE PRO.
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
Improving Campaign To Increase Open Rate
We recognize that marketing is a crucial component of any successful financial practice. Also, we understand that most advisors have limited time and resources to dedicate to marketing.
Let CRM Be With You
The Lifestyle CRM provides you with more traditional functionalities of a CRM like adding new leads manually, integrating with other CRMs, creating tasks, scheduling events, and the importing/exporting of leads