Being an advisor today is tough! QE helps solve these problems:

  • differentiating yourself in a commoditized industry
  • securing client relationships against competitors
  • driving higher revenues per client
  • landing new clients is time consuming and expensive
  • becoming the client’s “most trusted advisor” is harder than it looks
  • reluctance of clients to fully disclose information prevents you from adding value
  • connecting with a client’s family and friends is challenging
  • losing business when clients pass away is disappointing and frustrating
  • there aren’t enough hours in the day to provide holistic wealth management
  • CRM’s are an ineffective way to collect the data you need to truly leverage your practice