Convert
Traditional Accounts
to Fee-Based Business
Outline
45 – 120 minutes
Introduction
Today's Goals
Why Convert to
Fees?
The Benefits of
Conversion
How to Convert
100% of Your Appropriate Accounts to Fees
Making a
Profitable Transition
Increase Your
Income While Building Recurring Revenue
Identify
Resources to Help You Make the Transition
How to Convert
Existing Accounts to Fee-Based Money Management
Compliance Issues
Pitfalls to
Avoid
Four-Step
Conversion Process
·
Identify Convertible Assets
·
Communicate Benefits of Your New Service
·
Meet with Each Client to Prepare a Proposal
·
Open Accounts with Appropriate “Fit”
Create a
Systematic Service Process
Meet
Periodically to Review Progress
Add Value Beyond
Your Core Products and Services
Conclusion
Summary
Close
For more information
or to book a presentation, call Steve Moeller at (714) 505-8030.
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