Get the Report that Will Get You in the Door
Fiduciary liability has become the focus of attention. Learn how to turn what looks like a problem into your opportunity.
“I recently closed an $8 million, 401(k) plan with the help of Larkspur Data’s Planisphere database. Larkspur Data’s analytics have been an essential part of my qualified plan marketing for many years. Thanks for all your help!”
Hector A. May, RIA, CLU, ChFC, CFP
New City, NY
Two new reports will open the door to new clientele. Designed to generate the urgency that leads to face-to-face meetings with plan decision makers.
Quickly locate “Red Flag” plans that should be Prime Targets for you. These are problem plans with obvious filing errors and fiduciary issues.