The Client 4 Life Group,LLC

Investment ManagementTexas, United States11-50 Employees

The Client 4 Life Group, LLC created and manages The Client 4 Life Management System™ (C4L), a team-based process that helps a "time poor" advisor improve productivity. C4L helps the advisor to stay organized, sell more, work smarter, and achieve a balanced lifestyle. 

Simply stated, C4L is a program designed to:
Fill an advisor’s calendar with qualified appointments
Develop client loyalty
Increase practice efficiencies 
Give an advisor up to 30% more time each day to focus on what is important to them

With an impressive eight-year track record, C4L is a proven system that drives advisor and organizational revenues via a team-based approach.  Proprietary appointment-management workflows track every client and potential client through a sales pipeline management process. C4L utilizes frequent and effective communication methods to establish and build trust leading to  “trusted advisor status”. Trusted Advisors produce a better client experience and a better client experience leads to cross-selling opportunities and referrals.

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