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