How Can Our Multi-Advisor Firm Sort Prospects

A strong client relationship begins long before someone signs on the dotted line and transfers assets to your firm for management. Nurturing lifelong client relationships starts when an individual or family enters your pipeline as a prospect. Intentional prospecting helps you to build a strong pipeline and create meaningful relationships right out of the gate. Unfortunately, multi-advisor firms often struggle with creating a seamless prospect experience.

Today we will discuss the challenges multi-advisor firms face when prospecting effectively and how they can solve them to create a scalable solution.