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 Larkspur
Data works closely with wholesalers from nearly every leading mutual fund and
annuity company in the industry. Our goal is to help you help your top
producers bring more business your way. Our courteous and knowledgeable
business development team has a combined 80 years of experience in the
financial services industry.
From speaking engagements at annual sales
meetings to conference calls and one-on-one training, Larkspur Data has been an
invaluable partner in building and maintaining strong territory growth. Be sure
to check out our new
wholesaler
territory license for the most innovative and cost-effective way to support
your brokers.
Financial advisors who are provided with access to our
prospecting tools show increased loyalty and productivity. Each client of yours
receives personalized one-on-one training on how to get the most out of our
products with a constant reminder to send business back to you and your
firm.
The ways we can
assist you in building your business are nearly limitless. Here's just a few
examples of ways we're currently working with some of the industry's top firms
and most successful wholesalers:
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Referral
Discounts |
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Bulk Order
Discounts |
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Customized
"Private Label" CD-ROM or Internet Products |
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Company-wide Licensing |
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Special
Due-Diligence or National Sales Meeting Promotions |
For more
information on ways to dramatically increase territory production and broker
loyalty, please call (800) 282-4567 or contact us via e-mail below.
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