Would you transform your best clients into client advocates and move to a “new client advocate development” business:
If you could consistently complete 1-4 or more new, warm qualified 1st appointments every month?
If it was simple to learn and execute?
It’s a rhetorical question but think about it for just a minute.
With this focus, an experienced Advisor, one who has developed good relationships with the top 20-30% of their client book, can permanently improve the trajectory of their business quickly, in as little as 6 to 8 weeks.