Other Services

Coaching and Training

Larkspur Data works one-on-one with many of the industry’s top producers and has spoken at dozens of conference and trade-seminars. Our staff has a combined total of more than 80 years worth of experience in the financial industry. For more information on prospecting seminars or other sales coaching opportunities, please call us at: (800) 282-4567

Wealth Match

Larkspur Data will profile and match your customer or prospect files against our comprehensive, historical databases of public and private individuals. We return the matches to you appended with additional information as to why we feel that certain people are wealthy individuals. We provide this to you in any format you like, so you can perform custom searches, export information, print reports, mailing labels, etc.

The benefits to your firm include:

  • Ability to identify low-level clients with far greater potential.

  • Cross-selling and up-selling existing clients is much easier than establishing a new client relationship. WealthMatch will uncover these opportunities.

  • WealthMatch offers a way to efficiently focus your resources on the most promising clients or prospects.

Data Sourcing

Our vast network of data vendors can help you reach your target market. As the industry leader in targeted database marketing, we have access to many different types of data from a wide variety of sources. If you don’t see exactly what you need, please let us know and we’ll research it for you.

Data Hygine

Let Larkspur Data’s expert team of data analysts help prepare your own database for any sales campaign.