September 28, 2018
Double the value of your business – Become an Elite Advisor
Blog
fletcherm
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Some facts on Elite Advisors:
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- Bring in more new clients
- Bring in larger new clients
- Grow AUM faster
- Lose less clients
- Their business model is broken down into four different areas
- Institute more Wealth Management areas
- Use “Themed” Review meetings with clients
- Link their Practice Management processes to service and client acquisitions
- Effectively implement Relationship Management and Relationship Marketing practices
- Receive more “personal introductions” (not referrals!) from best clients
- Effective use of social marketing
MOST IMPORTANT – the Elite Advisors business is worth more!!
Would you like to learn more about what elite advisors do different than the masses? We have prepared a White Paper –
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