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.
Add a Prospect’s Wealth Indicator Information
Add Affluence Indicator Information Screen
Edit a Prospect’s Wealth Indicator Information
Confirm a Prospect’s Wealth Indicator Information
Unconfirm a Prospect's Wealth Indicator Information
Reject Prospect Affluence Indicator Information
Undo "Reject" on Prospect Wealth Indicator Information
Delete a Prospect’s Affluence Indicator Information