Video: Assets Held Away

The most powerful acquisition strategy is uncovering and bringing your clients assets held away into your practice.

Watch Dave Mullen’s video as he describes the 4 steps to bring in assets held away:

  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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