This one’s going to be fun!
Without bringing on any new clients, you can significantly increase the assets you manage just by asking the right questions. It’s true! The solution is sitting right under your nose.
If you manage personal wealth for clients who own businesses, you should be looking at their corporate assets too. If not, you’re probably missing out on a huge opportunity to put their idle cash to work.
This isn’t a complicated business strategy. It’s a simple way to make life (insurance) easy. Based on the excellent feedback from our last webinar, Tim Ash is back to explain:
Literally BILLIONS of dollars are sitting in the coffers of businesses, earning next to nothing. Don’t let any more cash walk out of your office. Save your seat today!