新媒网 · 跨境数据社区

Most advisors spend a lot on marketing. They have relatively low closing ratios and high expenses…which means profit is far from ideal. What your firm needs is less marketing expenses, higher closing rates, and more profit. But how? Part of that answer lies in the “Virtual Family Office” secret. It’s a model that gives you more opportunity to go holistic with new or existing clients on their entire wealth portfolio: ➡️ Tax planning advice ➡️ Estate planning advice ➡️ Business succession planning ➡️ Wealth transfer advice ➡️ Trust services ➡️ Banking services ➡️ Loan & credit management ➡️ Real estate advice ➡️ Educational financing advice ➡️ Life insurance advice ➡️ Long-term care insurance advice ➡️ Non-liquid asset management ➡️ Health insurance advice ➡️ Property & casualty insurance advice You don’t want to be doing only wealth management & financial planning, rather, leverage a Virtual Family Office to bring in revenue streams you’re currently leaving on the table! Our VFO has over 75 specialists from across the nation ready to partner with you while helping your clients…without more work needed from you. The best part? You get to share in revenue from these opportunities. Learn more at https://elitert.com