Do you like the idea of offering clients a “family office experience” by becoming more proactive and holistic with a team of professionals…but not sure where to begin?
In this video, we share a powerful way to communicate the “family office experience” with prospects and clients, as well as walk through a simple tool that you can start using today for free.
We call it the Client Needs Review Form, and it will not only help you introduce this concept to prospects and clients, but it will also start to gather information on the needs which are typically overlooked by other advisors.
Recently people have started asking us, “Why are you giving away so much information?”
The reason is that this is just the tip of the iceberg.
When you’re ready to really take your practice to the next level, we have all the systems, scripts, presentations, software, and specialists ALREADY BUILT to get you there.
Don’t waste time trying to reinvent the wheel. Learn from a team that has already done it and is willing to teach you how to do it as well.