Planisphere a Complete App for the Entire Sales Cycle

planisphere

Identify the target market, research, select, solicit and follow-up. Every step of the way Planisphere is there with you.

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Advisors Taking Advantage of Move to Social Media Marketing

professionals sitting around a desk marketing

Start driving more qualified prospects to your door & generate more face-to-face meetings using social media.

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Fidelity Study Is Projecting 4 in 10 Plans Will Soon Be in Play

Time to start making contact before the crowd arrives. The stakes have been raised. Don’t be the last in line.

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“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.

Over 4 million High-Net-Worth investors await your contact. Searchable database with over 40 wealth indicators and additional characteristics that point to accumulated wealth.

401K Retirement Plans

Single-Participant Plans

Employee Benefits

High Net Worth Prospects

Tax Exempt Organizations

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Custom Data Sourcing

Find out how Larkspur Data’s targeting and sales platform can help you and your team grow your business.