Video: The Lever of Expansion with Dave Mullen

Dave Mullen, Founding Partner at Altius Learning discusses the Lever of Expansion and how that can increase productivity of your practice.

Use our formula to reach a goal of 100% wallet share with your most affluent clients:
 P + D + E = 100

P=Positioning yourself to your clients, it is in their best interest to have all their assets with one Financial Advisor and that is you.

D=Discovering the assets that your clients are doing away from you.

E= Exposing clients to new opportunities.  This will allow you to assume control of every aspect of their financial life.

Watch the attached 3-minute video for more insights on expanding your client relationships.

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 and find out how we can help you grow your practice and achieve your goals.

Altius Learning

Forward to a friend