Uncovering Huge Management Fee Savings in 401(k) Plans

Financial professionals are hearing about the combination of significant fee savings and asset diversification issues.

REPLAY WEBINAR

Lead Generation Program for Financial Advisors

professionals sitting around a desk marketing

This compliance-friendly program is a 6-week workshop designed to increase leads and new client acquisition.

LEARN MORE

Creative Technique Fuels More Face-to-Face Contacts

A little creative thinking turned Boston advisor into top-producer for 2 consecutive months.

DISCOVER HOW

“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

list-icon

Custom Data Sourcing

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