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WILL YOUR PRACTICE THRIVE OR FAIL IN THIS UNPRECEDENTED OPPORTUNITY?
According to PwC, 50% of surviving spouses and heirs don’t necessarily want to work with the same financial advisor.
According to a survey by Cerulli Associates, 69% of breakaway advisors said that a "desire for greater independence" was a "major factor" in their decision to move firms.
The Top 5 Ideas
The Client 4 Life Management System™ is a Team-Based Approach that helps an Advisor increase production.
The best money I have ever spent on my business was adding
Client 4 Life.- Matt D.
Tailored practice support solutions start at JUST $495.00 per month!
The Client 4 Life Team is built on 40+ years of hands on experience in the financial industry and practice management. Our team knows what advisors need to succeed, and we passionately believe that The Client 4 Life Management System™ is the game changer that will revolutionize your practice!