Quick User Guide – Planisphere
When you first log in to Planisphere, the Search page is your starting point
Winning 401k Business Nearby with Planisphere
Luckily, Planisphere is equipped with a very handy search engine, which will provide you a lot of flexibility in your searches and prospecting.
Prospecting Plans with the Lowest Ratings in Planisphere
The Ask: To win business, every financial advisor, should do their best to analyze nearby 401(k) plans. The key point here is benchmarking and choosing the right target plans. Our...Read More