WILL YOUR PRACTICE THRIVE OR FAIL IN THIS UNPRECEDENTED OPPORTUNITY?
According to PricewaterhouseCoopers, when the primary account holder passes, 50% of the time
70,000 Advisors retiring, leaving 2 Trillion in assets! Are you leaving money on the table?
The Client 4 Life Management System™ is a team-based approach that helps an Advisor increase production.
Attack of the Robo-Advisors How the Digital-Revolution is Disrupting Wealth-Management.
The best money that I have ever spent on my business was adding the Client for Life (C4L) program. C4L provides my CRM (Salesforce), drip marketing, etiquette letters and other correspondence on my behalf. They even make outbound calls to my clients and schedule my appointments for me.
- Travis P.
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!