C4L Supports and Enhances 4 Core Practice Functions

The Client 4 Life Management System is a fractional support solution that delivers the perfect balance of people, process, and patented technology to help financial advisors and their staff increase revenue, run an efficient process-driven practice and manage the customer lifecycle to create clients for life.

A Fully Compliant Fractional Staff Approach

Today, most advisors are “time poor." The reason is non-revenue tasks now consume 46% of an advisor's day*. The Client 4 Life Team-Based Approach becomes a natural extension of the practice and helps advisors:

• Free up substantial time to focus on production
• Build a calendar full of qualified appointments
• Increase client loyalty and lower attrition
• Achieve a balanced lifestyle

*Cerulli Associates

Practice Process Management

Keeping score has never been more important. By utilizing customizable dashboards from Salesforce, a "best in class" technology platform on which C4L is built, you can visualize and monitor key performance indicators (KPI's) in your practice. This diagnostic interface will allow you and your team to be laser-focused on What’s Important Now ('WIN') activities. Sharp focus on practice KPI's raises the level of practice productivity, efficiency, and team accountability.