WILL YOUR PRACTICE THRIVE OR FAIL IN THIS UNPRECEDENTED OPPORTUNITY?
Wealth Transfer
According to PricewaterhouseCoopers, when the primary account holder passes, 50% of the time
The Road to Independence
According to a 2017 survey by Cerulli Associates, 69% of breakaway advisers said that a "desire for greater independence" was a "major factor" in their decision to move firms.
Client 4 Life Case Study
The Client 4 Life Management System™ is a team-based approach that helps an Advisor increase production.
How to Change the Game
Attack of the Robo-Advisors How the Digital-Revolution is Disrupting Wealth-Management.
The best money I have ever spent on my business was adding Client 4 Life.
- Matt D.
Client 4 Life ......"the new foundation for practice success"
Why It Works
- Frees up time to increase production
- Fills the calendar with qualified appointments
- A comprehensive turn-key messaging platform that strengthens client loyalty and reduces client attrition
- Helps cost-effectively manage the 80% of the book that drives 20% of the revenue
- Process-driven KPI approach to managing the practice
We Get It
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!