In a six-year case study, Client 4 Life advisors using fractional support staff increased production by an average of 176%!

"It's given me back a balanced lifestyle, deepened the relationship with my clients and freed up the time to do what's important to me and my family but still being able to run a successful practice."
Tyson King - Inspire Financial Group
"I have not prospected a client in about a year
because 98% of my clients come from referrals."
Gerald Brooks - Momentum Financial Group
"The Team-Based Approach has opened up my selling window. I can hold a lot more appointments."
Chad Harris - Inspire Financial Group
"What Client 4 Life has done for me is made me a better mom, be there for my kids and triple my income."
Tana Barker - Inspire Financial Group
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Wealth Transfer

​According to PwC, 50% of surviving spouses and heirs don’t necessarily want to work with the same financial advisor.

The Road to Independence

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.

What to do when AUM plummets

​The Top 5 Ideas

Subscriber Results & Six-Year Case Study

​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.

Client 4 Life ......"the new foundation for practice success"

Why It Works

We Get It

Tailored practice support solutions start at JUST $495.00 per month!