Attracting investment assets, for most clients, is the ultimate test of how much trust you’ve built in the relationship. A person will not give you charge of a million-dollar-plus portfolio unless he really feels comfortable with the relationship. He might decide that he will buy a little bit of insurance from you or try a little bit of this or a little bit of that, but the ultimate test of how the relationship is set up is this: is he willing actually to turn over the nest egg to you?
Scale your Business with your Existing Clients
Bringing in investment assets is the best way to create recurring revenue for your practice. Recurring revenue means you actually have an opportunity to go back and build, maintain, and grow a relationship and get paid for it every single time you show up, without regard to what transaction gets it done. This arrangement takes a lot of the pressure off of you. It allows you to reinvest in your business, staff, office space, marketing, and whatever else helps your business because you have repeatable, recurring revenue that you can count on.
Double Your Business
Hi, I’m Karl Dettmann. I’d like you to consider the following: If I told you our training could double your practice in less than a year, how much would that be worth to you?
I’m guessing that number is pretty significant and could have a lot of impact on your life.
I want to tell you that it is possible.
We’ve helped hundreds of financial advisors to double their business, take more time off, and love what they do.
I’d like to give you a taste of what we do absolutely free.
Enter in your email below to check out a free video clip from our live event “Win the Relationship”.