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WHAT TO EXPECT
CUSTOMIZATION
We work on a national, regional, and local level targeting prospective clients including those near retirement and determine if they are a good match for your company. It doesn’t matter where you’re located or who you’re looking for, we can connect you to them.
INSIGHTS
Access your individualized portal and better understand your prospects with clear and accurate information. If you have any questions about your new potential clients, connect with your account manager who is familiar with your client growth needs.
SUPPORT
Collaborate with professionals who are knowledgeable about your client goals. Our accounts team is dedicated to providing you with the support you need to meet your objectives and address any concerns you may have along the way.
TRANSPARENCY
Save time, money, and effort when you work with us. Pay only when you are connected with a legitimate prospect through our matching process. We charge a flat fee per potential client, so you won’t waste resources with bad matches.
HOW WE SUPPORT ADVISORS
Resources that help you gain insights to optimize your financial services and stay up-to-date on the latest financial trends.
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