{"id":4973,"date":"2019-07-18T17:16:44","date_gmt":"2019-07-18T17:16:44","guid":{"rendered":"https:\/\/investingcounterpoint.com\/?p=4973"},"modified":"2021-08-25T12:26:58","modified_gmt":"2021-08-25T17:26:58","slug":"winning-401k-business-nearby-with-planisphere","status":"publish","type":"post","link":"https:\/\/rixtrema.com\/blog\/winning-401k-business-nearby-with-planisphere\/","title":{"rendered":"Winning 401k Business Nearby with Planisphere"},"content":{"rendered":"\n<p> <\/p>\n\n\n\n<script src=\"https:\/\/platform.linkedin.com\/in.js\" type=\"text\/javascript\"> lang: en_US<\/script>\n<script type=\"IN\/FollowCompany\" data-id=\"1334326\" data-counter=\"bottom\"><\/script>\n\n\n\n<p><strong>The Ask:<\/strong><\/p>\n\n\n\n<p>To be successful in 401k industry as a fiduciary, one needs to know the companies around and investigate their retirement plans. Our clients are constantly asking us about the best ways to find the necessary information in our database to provide good proposals for local companies.<\/p>\n\n\n\n<p><strong>The Problem:<\/strong><\/p>\n\n\n\n<p>Larkspur Planisphere, as well as the brand new <a href=\"http:\/\/investingcounterpoint.com\/case-study-how-to-be-the-first-to-analyze-your-prospects-latest-5500-filing\/\">Larkspur Executive<\/a>, has a lot of helpful information but you\u2019ll most likely want to filter it by your area and make sure you get the most relevant data for your prospects. As a matter of fact, the majority of plan sponsors have more trust in their local advisors rather than advisors from a different city or state.<\/p>\n\n\n\n<p><strong>The Solution:<\/strong><\/p>\n\n\n\n<p>Luckily, Planisphere is equipped with a very handy search engine, which will provide you a lot of flexibility in your searches and prospecting.<\/p>\n\n\n\n<p>First, you need to specify your location, which doesn\u2019t have to necessarily be a city or address. On the Search Screen, you can also go to the Zip Radius Search section, and enter your Zip code right there. Then specify the radius in the next field:<\/p>\n\n\n\n<p>&nbsp;<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter\"><img decoding=\"async\" src=\"https:\/\/investingcounterpoint.com\/wp-content\/uploads\/2019\/07\/fig-1-min.jpg\" alt=\"\" class=\"wp-image-4976\"\/><\/figure><\/div>\n\n\n\n<p>After you\u2019ve clicked on the Add zips to criteria button you\u2019ll get all local plans that fit your prospecting demands.<\/p>\n\n\n\n<p>Now all you need to do is make sure that you\u2019re looking at fresh data, and not outdated 5500\u2019s. You can add this filter under the Plan section, in the field called Tax Period. At this point, the most recent forms 5500 (filed in 2018) are effective at the end of 2017. So please make sure you set the switch to Greater + equal position and enter the date in the correct format (yyyy\/mm\/dd):<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/investingcounterpoint.com\/wp-content\/uploads\/2019\/07\/fig-2.png\" alt=\"\" class=\"wp-image-4975\"\/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>Following these simple instructions, you\u2019ll be able to filter all plans by your location, and be the first to prospect these companies with a fresh data analysis.<\/p>\n\n\n\n<p>Also, if you\u2019d like to make prospecting even easier, we\u2019d really recommend taking a look at our recently developed advanced prospecting software called <a href=\"http:\/\/investingcounterpoint.com\/case-study-how-to-quickly-find-plan-executives-to-prospect-more-efficiently\/\">Larkspur Executive<\/a>, which will help you get the actual executives\u2019 details and send your proposals directly to them online.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/rixtrema.net\/larkspurexecutive\/landingpage?source=Gennady-07-18-2019\" target=\"_blank\" rel=\"noreferrer noopener\"><img loading=\"lazy\" decoding=\"async\" width=\"750\" height=\"137\" src=\"https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2020\/09\/larkspur-rixtrema-pro-and-platinum-min.png\" alt=\"\" class=\"wp-image-6880\" srcset=\"https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2020\/09\/larkspur-rixtrema-pro-and-platinum-min.png 750w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2020\/09\/larkspur-rixtrema-pro-and-platinum-min-300x55.png 300w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2020\/09\/larkspur-rixtrema-pro-and-platinum-min-500x91.png 500w\" sizes=\"auto, (max-width: 750px) 100vw, 750px\" \/><\/a><\/figure>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n","protected":false},"excerpt":{"rendered":"<p>Luckily, Planisphere is equipped with a very handy search engine, which will provide you a lot of flexibility in your searches and prospecting.<\/p>\n","protected":false},"author":11,"featured_media":5342,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"jetpack_post_was_ever_published":false,"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[242,245],"tags":[82,56,7,130],"class_list":["post-4973","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-case-studies","category-case-studies-planisphere","tag-401k","tag-fiduciary-rule","tag-financial-advisor","tag-financial-markets"],"jetpack_featured_media_url":"https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2019\/07\/a-good-solution-for-financial-advisors.jpg","yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v15.9.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Winning 401k Business Nearby with Planisphere<\/title>\n<meta name=\"description\" content=\"To be successful in 401k industry as a fiduciary, one needs to know the companies around and investigate their retirement plans. Our clients are constantly asking us about the best ways to find the necessary information in our database to provide good proposals for local companies.\" \/>\n<link rel=\"canonical\" href=\"https:\/\/rixtrema.com\/blog\/winning-401k-business-nearby-with-planisphere\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Winning 401k Business Nearby with Planisphere\" \/>\n<meta property=\"og:description\" content=\"To be successful in 401k industry as a fiduciary, one needs to know the companies around and investigate their retirement plans. 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