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.

Learn More

Like this tip?  We have many powerful lessons and proven strategies to help you become a million-dollar plus financial advisor and beyond.  Contact us today about our coaching programs.

Altius Learning

888-569-0586, info@AltiusLearning.com

www.AltiusLearning.com 

Forward to a Friend