Do your affluent clients like all the paperwork, statements, mailings, etc., they receive from the financial institutions they do business with? No! You are about to become positioned as the “go-to” financial professional in the mind of your affluent clients. In our research project on affluent investors, we uncovered that one of the top 3 criteria used by the affluent in selecting a “go-to” financial coordinator was “helping them coordinate and organize all of their financial documents.”
Proper use of a Financial Organizer will do three things:
Order 6 or more for a reduced rate of $15 per organizer.
*Price does not include shipping.
*Organizer does not come with tabs.