Wealth Indicators

For individuals, the Wealth indicators section of the Assets tab tracks the prospect’s general wealth indicators.

For example, the presence of luxury items like luxury automobiles, yachts, and private planes; or a high-balance personal retirement (Keogh) plan indicate wealth. The page also stores information from Larkspur imported from WealthPoint.

Larkspur compiles wealth indicators from over 70 different data sources and isolates 3.4 million high net-worth individuals nationwide.

For information about managing your columns and filtering and searching content in the grid, see Display Tips for Members List.