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