How Can I Be Successful?
Q: How have affiliates been able to introduce the concepts to group practices?
A: Knowledge of your current contact base is very important – successful representatives usually find that their Leveraged Planning® program clients are already in their existing book of contacts. GFD will work with you to identify those clients or prospects you have who are likely candidates for a Leveraged Planning® program and we will help you to identify the best ways to develop those prospects into clients. For some advisors, prospecting and cold-calling have been successful as well. If you are interested in identifying previously untapped channels of business, GFD can provide marketing and prospecting support to help you open up those new markets.
Whether you’re working your existing contact base or developing new leads, the most important characteristic of any successful associate is understanding of how Leveraged Planning® works and how it can be applied to the planning needs of potential and existing clients.