Cost of Losing Clients Calculator

Cost of losing clients

CRM2 Environment

Ativa Interactive is helping advisors retain clients in the current CRM2 environment by introducing ValueBuilder, an online app that lets them summarize the valuable services they provide in a one page PDF document. There is enterprise version and an individual advisor version of ValueBuilder.

Discover Value Builder – Enterprise Discover Value Builder – Individual Advisor

Cost of Losing Clients

Use the calculator below to estimate the loss in trailer fee revenue of losing clients to another financial service provider.