The Most Powerful Acquisition Strategy: Assets Held Away

The Most Powerful Acquisition Strategy:

Assets Held Away

Watch Dave Mullen’s video as he describes the 4 steps to bring in assets held away:The most powerful acquisition strategy is uncovering and bringing your clients assets held away into your practice.

  1. Know where your client’s assets away are.
  2. Assume ownership of those assets.
  3. Develop a list of top 50-100 clients with their assets held away.
  4. Create a positioning statement.

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