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

March 24, 2010 - PRLog -- 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.”

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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