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, according to Cerulli Associates 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 and reports from a "best in class" CRM platform, Salesforce, 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.