Larkspur Data offers a wide assortment of marketing tools to meet all of your prospecting needs.
Qualified Plans |
High Net Worth |
Non-Profit |
Other Services |
---|---|---|---|
Prospects of Wealth | Tax-Exempt Opps | Coaching & Training | |
Plan Risk Profile | Retirement Planners | Wealth Match | |
Advisor Direct | Data Sourcing | ||
DataMaster EZ | Data Hygene | ||
Planisphere |
Qualified Plans
DataMaster Pro: The financial industry's best-selling and most up-to-date searchable database of qualified plans.
Plan Risk Profile: Helps identify plans that may have problems relating to fiduciary liability.
Advisor Direct: Shows detailed market-share demographics for service providers and insurance agents in any given area.
DataMaster EZ: Searchable database of single-participant retirement plans.
High Net Worth
Prospects of Wealth: Searchable database with detailed information on 4,000,000 of the nations wealthiest households.
Retirement Planners Database: Targeted database of the nation's best prospects for personal retirement planning.
Non-Profit
Tax-Exempt Opportunities: Searchable database of non-profit organizations.
Other Services
Coaching & Training: Use our proven prospecting strategies to bring your business to the next level.
Wealth Match: Finds additional information on your existing clients and prospects to help you market more effectively.
Data Sourcing: Our vast network of data vendors can help you reach your target market.
Data Cleansing: Larkspur Data's expert team of data analysts help prepare your own database for any sales campaign.