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Wednesday, July 1, 2020

Video: Deliver Amazing Value Proposition with 5+ million High-net-worth prospects

We have changed the way advisors use risk management and prospect. These processes used to be artificially separated workflows that belong together. If you have a great prospect, assessing risk of the portfolio will help in bringing them onboard. Portfolio Crash Testing with Prospects of Wealth brings all of this together. Prospects of Wealth 2.0 also contains the names of an additional 4 million wealthy individuals with wealth indicators (i.e. luxury yacht ownership), contact information, mailing address, etc. so that you never run out of leads.


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