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In a six-year case study, Client 4 Life advisors using fractional support staff increased production by an average of 176%!

See How
"It's given me back a balanced lifestyle, deepened the relationship with my clients and freed up the time to do what's important to me and my family but still being able to run a successful practice."
Tyson King - Inspire Financial Group
"I have not prospected a client in about a year
because 98% of my clients come from referrals."
Gerald Brooks - Momentum Financial Group
"The Team-Based Approach has opened up my selling window. I can hold a lot more appointments."
Chad Harris - Inspire Financial Group
"What Client 4 Life has done for me is made me a better mom, be there for my kids and triple my income."
Tana Barker - Inspire Financial Group

WILL YOUR PRACTICE THRIVE OR FAIL IN THIS UNPRECEDENTED OPPORTUNITY?

Wealth Transfer

​According to PwC, 50% of surviving spouses and heirs don’t necessarily want to work with the same financial advisor.

The Road to Independence

According to a survey by Cerulli Associates, 69% of breakaway advisors said that a "desire for greater independence" was a "major factor" in their decision to move firms.

What to do when AUM plummets

​The Top 5 Ideas

Subscriber Results & Six-Year Case Study

The Client 4 Life Management System® is a Team-Based Approach that helps an Advisor increase production.

The best money I have ever spent on my business was adding
Client 4 Life.

- Matt D.

Client 4 Life ......"the new foundation for practice success"

Why It Works

  • Frees up time to increase production
  • Fills the calendar with qualified appointments
  • A comprehensive turn-key messaging platform that strengthens client loyalty and reduces client attrition
  • Helps cost-effectively manage the 80% of the book that drives 20% of the revenue
  • Process-driven KPI approach to managing the practice

We Get It

  • The Client 4 Life Team is built on 40+ years of hands-on experience in the financial industry and practice management. Our team knows what advisors need to succeed, and we passionately believe that The Client 4 Life Management System® is the game changer that will revolutionize your practice!

Tailored practice support solutions start at JUST $525.00 per month!

Call Now: 1-855-9CLIENT

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