Solved! The Three Problems Advisors Face
Prospecting, Retaining Prospects And Getting Them To Refer Others.
We’ve been in the business long enough to have been through the industry’s version of the school of hard knocks. When we first started there was no one to show us the way, so we learned through decades of trial and error. Today, most of those mistakes are unnecessary. We see advisors reinventing the wheel when they don’t have to
Helping Advisors With A Total System
The industry doesn’t have a total system to ensure success. There might be some product specific training, but no one to tell you how to care for clients or generate referrals. The managers are often people who have less than one year of experience in doing the job they are teaching.
Zero To Hero Or Hero To Super Hero
“Working smart” is tough to do. To get “smart” requires many years of trial and error. To fast track your career, you need a complete system, and most don’t have time to build it. You need prospecting, reactive portfolios, as well as a referral generator. Protection Point Advisors has built all that.
What Advisors Say