How One Advisor Dramatically Deepened Client Relationships

How One Advisor Dramatically Deepened Client Relationships

Life insurance advisor, Susan Lee considered her approach to uncovering client needs as vital to her success, but also an unexpected bottleneck to the growth she envisioned for her practice. The solution she found transformed her business.

Read the case study to get:

  • Details of how she doubled the number of products sold to each client
  • Practical tips on boosting your efficiency and profit
  • Guidance on dramatically increasing the value of your book of business
Equisoft

Download Now

Related Articles

Power Socket 1200x630

Financial Needs Analysis

Financial Advisor CRM and Asset Allocation Software Pitfalls

Avoid making the wrong financial advisor software choice both for financial advisor CRM and asset allocation software
Read Article
Case Study How One Adviosr Dramatically Deepened Client Relationships

Financial Needs Analysis

How One Advisor Dramatically Deepened Client Relationships

Read the case study to find out how one advisor grew her business after the distributor she worked with implemented Equisoft/plan in their advisor force.
Read Case Study
Ebook Invasion of the robo advisor Is the threat real

Financial Needs Analysis

Invasion of the robo-advisor: Is the threat real?

There is clearly an opportunity for traditional dealer and advisor businesses to harness powerful robo-advisor technology solutions to improve efficiency, enrich the customer experience, build new customer bases and grow their businesses.
Read eBook