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ClientsFirst

ClientsFirst

 is designed specifically to help our advisor grow their business. This program positions advisors to capture the enormous new client opportunity the current economic and market conditions have created by powerfully delivering the message of independence to a receptive audience of investors concerned about their financial future.

Three core principles form the cornerstone of this program: Find, Convert and Keep new clients.

ClientsFirst Promo
For more information view our ClientsFirst Video

AdvisorFirst Promo
For more information view our AdvisorFirst Video

This comprehensive client acquisition program includes:

  • A dedicated website with tools and tips to implement the program
  • Compliance-approved customizable direct mail letters
  • Ad Campaigns and local media messaging
  • Email campaigns
  • Professional lead list acquisition for targeted segments
  • Compliance-approved seminars and invitations
  • Sample client agendas for follow-up meetings

We have partnered with key sponsors to provide actionable referral programs and retention programs with targeted client materials to secure and keep new accounts.

In addition to the powerful tools and resources included in ClientsFirst , we are proud to announce AdvisorFirst, a new platform under ClientsFirst that offers proven tools to help you target clients more effectively, enhance your business-building efforts, and grow revenue to sustain your practice as you focus on building the American Dream for your clients.