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
888-569-0586, info@AltiusLearning.com
www.AltiusLearning.com