Growing your 401(k) business is about delivering value, plain and simple. If you demonstrate unique value in your proposal by optimizing costs and benefits of a retirement plan, then you can easily justify your fees. But what do you with that great analysis when CFO doesn’t respond? This is why we released Larkspur Executive, a joint effort by the newly merged RiXtrema & Larkspur. The database contains 1.2+ million plan executives with social network profiles, other contact information and a way to find your warm lead in the company.

Here is the package:

  • 401kFiduciaryOptimizer: Become a Trusted Plan Advisor By Creating Science-Based Savings For Audited Plans
  • Larkspur Planisphere: Impress Plan Sponsors By Knowing More Financial Information About the Plan Than They Do
  • Larkspur Executive: Contact Warm Leads & Decision Makers Immediately In a Database of 1.2+ Million Plan Executives

The advisor interest in these tools is remarkable, as evident in the number of demo requests. 

Related Posts

Unlocking Client Engagement: The Power of Marketing Quizzes for Financial Advisors
How Bitcoin, Gold, Silver and CPI are related? A surprising answer in 1 minute!
Fed set to lower rates: what will happen to shape of the yield curve according to AI?

1 Response

  1. thanks for the info. This is in accordance with the information provided. The 401k Plan is the best alternative when it comes to thinking about the future after having worked for many years. I will follow the Serca Blog because I found the information published here very interesting.

Leave a Reply

This site uses Akismet to reduce spam. Learn how your comment data is processed.