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Asset Retention


Acquiring new assets is never fun when old assets walk right out the back door.

We can stop that from ever becoming an issue.

Once you are consistently gathering new assets, it's time to take a different approach. Your method of communications along with the content becomes more important, especially at this level. Much like a professional golfer changes their swing, your method of seeing clients and the types of communications you send must evolve as well.

Advisors increase sales 26.9% within the first year, on average.