Wake Up Your Dormant High Quality Client Assets

Developing your dormant high quality assets will significantly increase your quality 1st appointments, productivity and revenue… and markedly reduce new Advisor trainee burn rate.

 

  1. Most Advisors of all income levels capture less than half of their quality clients’ assets.  The other half, the qualified friends and colleagues of the Advisors’s best clients, get left behind – dormant and undeveloped.  The same applies in an even bigger way to Financial Advisor trainees.
  2. The productivity potential of these dormant assets is enormous and dwarfs the revenue Advisors already have in hand.
  3. This had long been a problem without any real solution. No simple and effective process had ever been developed to successfully capture these assets.