Harvesting your dormant assets is the easy and effective way for Financial Advisors to create and routinely maintain dramatic increases in productivity, revenue, and growth of their book of quality clients. It can be quickly learned and implemented without interrupting their daily routine.

What are Dormant Assets?
They are warm, personally introduced or referred meetings and appointments with the quality relationships of an Advisor’s “Current and Future” best clients… the very clients Advisors dream of replicating.

Dormant Assets are not only low hanging fruit ready for harvesting, they are perennials. They regenerate!

Harvesting begins once you learn how to frame a simple discussion with your best clients.

Your only cost is a little time.

Your comments are welcome.

Matthew G Bellis
Simple, Permission Based Quality Client Acquisition