We not only help our advisors meet new clients, but we also help them close business – especially large clients – through the services of our financial planning team. Because we serve hundreds of advisors, our team runs thousands of plans each year; they know what works, what doesn’t, and what high-value clients are REALLY looking for.
In 2018, advisors that utilized our planning team closed over $600 million in new AUM, combined, at an average of over $3.4 million per advisor – not including annuities or life insurance policies, which can be included in our plans when appropriate. Seasoned advisors landed dozens of clients and added over $15 million in new AUM to their books. Last year, 29% of all plans that were requested by our advisors converted the prospect into a client, with top advisors closing over 50% of prospective clients.*