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.
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