“If you get a 25% conversion rate… if I want one new client… I just have to call… four clients. If I need 10 new clients… 40 potential clients.”
PL
Preston Lee
Freelance to Founder ·
“By then we raised our minimum to 10 mil. QSBS is not a low network strategy. It's a much higher end.”
Michael Yoder · Financial Advisor Success · Creating Effective Discovery Meetings To Convert 100% Of (High-Value) Prospects Into Clients with Michael Yoder
Play from 30:29
30:29
Audio streams from the publisher’s own feed. Verbatim does not host or copy it.
What was described
Raised the minimum client asset threshold to $10 million to focus on high-net-worth equity-comp clients
$10 million minimum
Said nearby on the same subject
“The surge prompted the company to, quote, throttle growth by raising the minimum investment for some new accounts from $1 million to $10 million.”
♫
Said on WSJ What’s News
“We post seven days a week… how to attract more organic, high net worth clients… follow me on LinkedIn… successforadvisors.com”
♫
Said on The Efficient Advisor: Tactical Business Advice for Financial Planners
“We have a saying, clients at the centre, putting people first… our number one asset, our key product of our firm, will be able to serve the client well”
DI
Deloitte Indonesia
With Interest ·
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