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Description:Larkspur Data is more than just a lead-list vendor, we are a personal sales coach to those financial professionals who are leaders in their fields of expertise.


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Alexa Rank: 6317126
existsite Rank: 2
Google Page Rank: 0/10 (Google Pagerank Has Been Closed) Traffic & Earnings

Purchase/Sale Value: $3,173
Daily Revenue: $8
Monthly Revenue: $260
Yearly Revenue: $3,173
Daily Unique Visitors: 800
Monthly Unique Visitors: 24,000
Yearly Unique Visitors: 292,000 Keywords accounting

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Date Sat, 24 Feb 2018 10:05:26 GMT Traffic Sources Chart Alexa Rank History Chart aleax Html To Plain Text

Home | Larkspur Data Skip to content (800) Support Contact Log In Top Menu Larkspur Data Home Solutions Qualified Plans Planisphere DataMaster EZ Advisor Direct Plan Risk Profile DataMaster Pro Non-Profit Organizations Tax Exempt Opportunities Other Services Request A Demo Sales Tips Prospects of Wealth Retirement Planners Database Home Solutions Qualified Plans Planisphere DataMaster EZ Advisor Direct Plan Risk Profile DataMaster Pro Non-Profit Organizations Tax Exempt Opportunities Other Services Request A Demo Sales Tips Prospects of Wealth Retirement Planners Database Joint Webinar Sponsored by Larkspur Data and RiXtrema (Now Available on Demand) Finding Huge Fee Savings in 401(k) Plans Due to overwhelming interest, we are making this webinar available on demand. Learn how to: Uncover hundreds of thousands of dollars in management fee savings. Use the latest in market intelligence & quantitative analytics Open the door to more lucrative appointments. Grab the attention of decision makers with compelling value propositions. Distinguish yourself from the competition with applied analytics. A complimentary plan report is available to those who register. Register now P.S. Don’t miss this opportunity to learn how to apply the latest in market intelligence & data analytics to increase AUM. It’s April, Time to Take Action It’s April. The first quarter of 2017 is behind us and it’s time to ask yourself some important questions. Has anything changed since the beginning of the year? Have I expanded my customer base, do I have more prospects/better prospects, did I increase the assets I have under management? If your answer to any of these questions is no, you still have the opportunity to make 2017 your best year ever! Stock markets continue to be at all-time highs and investors are still focused on their financial goals. Plus, it’s April and that means that the well healed are going to put off investment decisions until after the 15th; the 17th this year. This happens every year and little has changed in this regard. Right now is an opportune time for you to start developing a marketing plan for the remainder of the year. We have a sales program that will dramatically accelerate your business for the remainder of 2017, the Top Producer’s Coaching Club (TPCC) and we have a New Pricing Package that will make it easy on your budget. Plus this program is guaranteed to pay for itself. Wouldn’t you like to have prospects seeking you out rather than the other way around? The TPCC is designed to do just that. We hear it all the time: “I buy lists, send out letters and emails, but the results are disappointing.” That’s because ordering a list of potential customers is only the first step to a successful business campaign. Actually, it shouldn’t be the first step at all. Before ordering a prospect list you must have a plan of attack. You wouldn’t go into a battle without a well thought out plan of attack, would you? Think of the lead list as your soldiers, where are you going to send them & how will you equip them? We didn’t become the leaders in investor data by just supplying contact information. TPCC is a proven program that will help you identify your ideal customer, craft a winning value proposition and deliver a sales program that will make you a magnet for new clients. And with the New Pricing Package it will be easy on your budget. You can now split the cost into 3 quarterly payments rather than just one. The Top Producer’s Coaching Club (TPCC), will dramatically accelerate your business; we guarantee that. Using a step-by-step process, taught by one of the most successful advisers in the business, we will show you how you can accelerate your business in 2017 and help you differentiate yourself from the hundreds of other advisers trying to reach the same high-net-worth investors. We can take you there with a plan that will: Produce effective sales materials that will meet compliance guidelines. Separate you from the crowd, making you the standout in your market. Create a lead generation and follow-up system that will operate on auto-pilot. Provide the complete “Done for You” marketing toolkit. Here are the three keys to effectively grow your production in 2017 You must be able to identify your ideal client. You need to make it abundantly clear why you are uniquely qualified to solve your prospects problems. You must have a compliance-approved marketing system that will attract the right clients and take care of them so they become raving fans and a consistent referral base. This six-session program is led by Dave Dee, “the world leader in group sales,” and it’s designed for financial advisers just like you. And guess what? If you don’t recoup your investment after following our program we will provide a full refund, no questions asked. It’s that simple. You have nothing to lose and a lot to gain! PS The TPCC program includes 4,000 highly qualified high-net-worth leads. If you added just 1% of these to your client base, i.e. 40 new clients, what would that do for your bottom line? Let’s Break That Down to the Ridiculous If we provided you with 4,000 leads of the wealthiest individuals in your market could you convert just 1% of them, i.e. 40, into new customers over the next 10 months? What would that be worth to you? Breaking it down to the ridiculous; 40 new clients with an average $500,000 in investable assets given: 50 basis points is worth $100,000 75 basis points is worth $150,000. What else would you need to grow your business? And I’m willing to believe you might not accept new clients with less than $500K to invest. Now think about it…if you picked up this new business in 2017 you’d have a minimum of $100,000, you don’t currently have. You’d probably spend a lot less time on cold calls and prospecting for people you really don’t want as customers anyway. And if you can do this in 2017 why wouldn’t you be able to repeat in 2018? So, what’s holding you back? We’ve got the program, all you need is to make the commitment to follow instructions and become a Top Producer. It’s really not any more complicated than that. And if you’re thinking, “I really doubt they can do this”; we have an iron clad 100% No Risk, Money Back Guarantee. We guarantee that if you listen to the program and follow the steps we lay out for you, you will recoup your investment, or we will refund the full purchase price of the program. We are literally guaranteeing your success. We also have a New Pricing Package to make it easier on your budget. If something is holding you back, please let us know. Submit a Request for Demo or contact one of our sales professionals at 800-282-4567. New Reports Fueling More Face-to-Face Meetings And Generating Growth in AUM In a recent John Hancock survey, investors ranked face-to-face meetings as their preferred method of interaction with financial advisors; followed by phone calls and then e-mail. We added the 401(k)FiduciaryOptimizer ... Similar Website

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