Family Office Services
Article By: AAG Advisor
If you are like many financial advisors, you may think you already manage all of your clients’ assets. But guess what? You almost certainly do not.
The good news? When you truly stand apart from your competition through thought leadership and top-notch client service, you are poised to capture additional assets from existing clients. And getting additional assets is much easier and faster than the expensive and time-consuming process of prospecting for new clients.
The benefits of receiving additional assets from your existing clients go beyond additional income. The new assets give you more opportunities to serve your clients extremely well. This in turn enhances client trust and loyalty, paving the way for you to receive yet more assets to manage in the future, along with qualified referrals.
To get those additional assets? You just have to ask.