Get an Edge on Your Competition. It’s As Easy As 1, 2, 3, Click.

Share |

Financial professionals seeking to ramp up their lists of prospective clients can be challenged to find comprehensive, reliable and up-to-date information, especially if they are running in circles, trying to find details from a variety of sources. O

(I-Newswire) March 24, 2010 - Financial professionals seeking to ramp up their lists of prospective clients can be challenged to find comprehensive, reliable and up-to-date information, especially if they are running in circles, trying to compile details from a variety of sources. Eugene A. Benson, Jr., leading expert in the financial database and marketing industry says one of the best ways to obtain this data is with an online database marketing tool. His new article Financial Professionals: How to Get an Edge on Your Competition. It’s As Easy As 1, 2, 3, Click shows how easy the process can be. The complete article is available for download at www.larkspurdata.com.

“Financial professionals, retirement plan advisors, insurance professionals, etc., are constantly on the go. They simply don’t have a lot of time to spend on doing the critical task of information gathering,” Eugene explains. “You need to find a company that provides reliable, targeted information.”

When it comes to researching potential clients, some people take out their Rolodex and search through their contacts, even those from three years ago, hoping they’re still in the market for financial planning or assistance with their 401K plans. Others may search the Internet for hours in frustration, finding only snippets of information here and there on their ideal prospects. They will then have to compile (or have someone else compile) this information into a database. This approach is definitely not time or cost effective.

“While this is a practical solution,” Eugene explains, “It makes sense to do your research to ensure you’re getting the highest quality information that is the most relevant for your target market, and is as up-to-date as possible.

According to Eugene, what financial professionals should look for is a company that provides everything they need in one place. “Look for a business that gives you access to information that’s easy to compile and use. You’ll also want to inquire as to how they’ve retrieved their information to ensure you feel confident they’re on the up and up.”

Another benefit to look for is if the company also provides related services like sales letter templates and individual coaching. What else? How about the years the company has been in business? That’s always a telltale sign of expertise you can rely on. Additionally, check out their customer support reputation, Eugene recommends.

“By using the most sophisticated and state-of-the-art technology of a trusted online database marketing tool, you can easily gather targeted client prospecting information, quicken your sales process, and get that all-important edge over your competition.”

The complete article can be downloaded at www.larkspurdata.com.
Eugene A. Benson, Jr. is the Founder and President of Larkspur Data Resources, Inc. Established in 1994, the company has become the leading provider of targeted database information for the Qualified Plan, High Net Worth and Tax Exempt markets. For the past 16 years, Larkspur Data products have helped thousands of financial professionals expand their customer base and gather billions of dollars in assets under management. For more information on how to make the most of your prospective client search, visit www.larkspurdata.com





About Larkspur Data Resources, Inc.:
Larkspur Data Resources, Inc. Established in 1994, Larkspur Data has become the leading provider of targeted database marketing tools for the qualified plan, high net worth and tax-exempt markets. For the past 16 years, Larkspur Data’s products have helped thousands of financial professionals expand their customer base and gather billions of dollars in new assets under management.

Company Contact Information
Larkspur Data Resources, Inc.
Eugene
7665 Redwood Blvd. Ste 150
Novato, CA
94945
Phone : 415-893-8700




Business > Technology

Investors   Investments   retirement plans   financial professionals   Financial planners   employee benefit plans   401K plans   stockbrokers   insurance professionals   investment houses  

March 24, 2010

Content Disclaimer: If you have questions regarding information in this press release contact the company listed above. I-Newswire.com is a press release service company and not the author of this press release.The information that is on or available through this site is for informational purposes only and speaks only as of the particular date or dates of that information. As some companies and PR Agencies submit their press releases once per week,month or quarter,make sure to check the official company website for accurate release dates as our site displays the date only.We do not guarantee the accuracy or completeness of information on or available through this site, and we are not responsible for inaccuracies or omissions in that information or for actions taken in reliance on that information.


Related Releases

Scientific American Technology Policy Leader for Energy Presenter at World Green Energy Symposium DC - June 21, 2012
Renowned Author of More Than 200 Publications on Energy & the Environment to Present at World Green Energy Symposium DC. Kurt Yeager will take the WGES World Stage in Washington DC on June 21, 2012.

AlphaDogs Post Celebrating 70 Years Of Business
AlphaDogs Post has what it takes to stay ahead of the pack in the ever-changing technologies of post-production

Jim Nyquist Urges Austin Home Owners to Take Advantage of Seller’s Market
Central Texas real estate industry has recently switched from a buyer’s to a seller’s market. Austin-based real estate expert, Jim Nyquist, is urging home owners to take advantage of the increased demand for homes.

Stellar RV At River Valley: Highly Anticipated Condo Launch Taking Place In Early June 2012
StellarRVSG.com, the Stellar RV property marketing web site, announces the much-awaited launch of the Condo Stellar RV in early-June 2012.

Bend Oregon Real Estate Firm Launches New Online Portal DebTebbsBend.com Showcasing High-end Property Services
The Deb Tebbs Group offers luxury real estate services all across the State of Oregon through its new website DebTebbsBend.com.


© Copyright 2012 I-Newswire.com - press release distribution service. All rights reserved