How do you plan to attract high-net-worth investors without a well thought out plan to attract sophisticated investors?
What is it that will motivate an investor to do business with you?
Do you want to be the Top Producer in your office? Then you need to join the Top Producers Club. If you’re ready to become a member right now go to Top Producers Club for all the details.
If you’d like to read more, email us at email@example.com and we’ll send you more detailed information.
The Top Producers Club is a Six-Week Sales Training Program Guaranteed to Produce Results. Larkspur Data Resources has designed a unique sales program for financial advisors who want to:
- Dramatically increase their sales
- Magnetically attract high net worth investors
- Become the Top-Producer in their domain
The program includes;
- 4,000 high net worth leads
- A 100% Unconditional Money Back Guarantee
- Two monthly newsletters; One customized to help you develop new relationships
- And a second with tips on how to generate more prospects, more clients & more referrals
- Learn how to write killer headlines that get results
- Detailed strategies on how to successfully market yourself
- An email marketing guide with 3 bonus manuals
- Plus your own marketing department in a box
The value of these materials alone will far exceed your investment in the sales training program.
Learn the 3 keys to growing your book of business month after month, year after year.
If you want to be the Top Producer in your domain, this is your roadmap to success. Go to Top Producers Club and get the details.
New Reports Designed To Generate
Our New Plan Performance Report is designed to generate face-to-face meetings with plan sponsors. The report features Clear and Concise Performance Ratings on rates of return, investment fees and expense percentages for every plan. In addition, each plan is compared to all other plans of a similar size & type.
The report also includes a calculation of Income Replacement that is guaranteed to grab the attention of plan sponsors & decision-makers. Imagine telling an employer that his company’s 401(k) plan is projected to replace only 25% of his employees’ pre-retirement income? This is definitely not good news, but it will certainly get their attention. You will not find this information anywhere else; it is proprietary to Larkspur Data.
Our Planisphere product includes a NEW Search Tab for Prime Targets. With this tab you can quickly select criteria that will lead directly to problem plans. Plans with Low Performance Ratings, Fiduciary Issues, Obvious Risk Factors such as Corrective Distributions, Late Contributions, Fidelity Bond Issues, Lack of QDIA or High Net-Worth Owners if you’re interested. You can save the search criteria as one of your Prime Target queries and use it again & again.
See below for more detailed information.
This report will open the door to new clientele. It’s designed to generate the urgency that will lead to face-to-face contacts with plan sponsors & decision makers.
Quickly locate plans that are Prime Targets for your services. Problem plans with obvious filing errors and fiduciary issues…
Prospects of Wealth is our searchable database of 4 million High-Net-Worth individuals. We have over 40 wealth indicators and other characteristics pointing to accumulated wealth.