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Delivering innovative technology to advisors since 1969.
90.3% of advisors receive at least one referral per plan.
64.7% of advisors make at least one product sale per plan.
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After offering a new fee structure that helped develop long-term relationships with his clients, one advisor used Advicent™ tools to illustrate recommendations and show where he exceeded client expectations. This led to a steady stream of warm leads and referrals from current clients.
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May 23, 2016
Narrator Connect from Advicent enables organizations to exceed client expectations through customizable API technology London, United Kingdom - May 23, 2016 Consumers of financial services today are far more knowledgeable than a decade ago due to the eruption of the internet. However, never before has the community of bankers and…Read More