95% of clients remain with their advisor during the 1st year
Only 74% remain after the 4th year
Reduce wasted effort and resources by quickly establishing trust with each client
Refocus advisor/client engagements on building trust with a direct roadmap in building a legacy. Grow your business on purpose type conversations and deeper relationships that help your clients focus on what is most important.
Your best prospects are at your clients’ fingertips with the tap of a button where they can connect you to their immediate family, friends, and colleagues.