Personalise your approach and research existing clients' current wealth, their business engagements, background, acquaintances, hobbies and interests to derive extra knowledge that helps deepen the relationship.
Identify and target new leads. Don’t waste time chasing low-value, low-quality leads. Use NETZ to find a lead’s advice needs based on family status, career milestones, wealth and property ownership.
Get referrals from your client base. Use NETZ to find your clients' acquaintances and qualify each contact to make sure you are not wasting your time pursuing them.
Get started with NETZ today!