New Clients in The Door?
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- New Clients in The Door?
New Clients in The Door?
Advisor's Edge
Let's be honest here... Most RIA's have similar offerings, on the investment side. You might provide a multi-faimly office approach, or a holistic planning methodology, but the underlying investments are similar. Unless you have some investment program that you invented, that no one else has, clients can get a "similiar" portfolio at the RIA down the street. I know, I know, yours is different. But what if it really was? What if you had a portfolio process they literally couldn't get anywhere else, that generated more income, more alpha and less risk than whatever they have with their current advisor? How many more clients could you bring on? How much better would your marketing work, if you literally had a physical differentiator you could show in black and white that they couldn't get anywhere else? The Franklin method changes all of that, and gives them a clear message to brag about, and brag they will. Join us and Dr. Darryl Franklin for our upcoming virtual Lunch and Learn: "Alpha Accelerator: How the Franklin Method Supercharges Portfolio Performance. On this virtual lunch and learn you will discover: How the Franklin Method can generate new clients in the door, helping you breakthrough to a new level of AUM.
Date: Tuesday, May 14th Time: 11AM - 12:30PM Eastern (Yes the 90 minutes will be well worth it - that's why we will buy you lunch). Place: Zoom Register HERE Your Advisor's Edge Team |