Terry Dennis, is President of Dennis Financial Group and was actually the first person to license our newly released “Professional RapidReview Tool℠ (“ProRRT℠”). 

He submitted an article to the International Association of Registered Financial Consultants (IARFC^®), of which he’s a member at their request. Read the article here.

The ProRRT℠ was specifically designed to recruit clients away from competitors . . . i.e., to uniquely increase the number of clients, AUM, gross revenue, and firm value of those investment advisors using it.

You’ll see “how” – discussed on the ProRRT℠ site, here. 

Testing our description of how the ProRRT℠ can be used to recruit new clients, Terry found it so effective that he made it “the centerpiece” of his client recruitment strategy for his new, online “RetirementCheck” platform.

He’s using this brief video (only 26 seconds) to encourage prospective clients to take “The RetirementCheck Challenge:” https://youtube.com/shorts/KnGIZnvlRoA, which he uses the ProRRT℠ to perform. Among other things worth reading in his account, he reports that:

“This technology brings prospective clients from a common, “why do I need you?” attitude to a whole new “why do I need THEM?” attitude – usually in just one visit! 

Once this ‘shift’ has taken place, they’ve realized that the opportunity to get into (and remain in) better performing funds (often much better) can create a very substantial difference in their managed funds performance and their financial security. (emphasis his)

With the help of this technology, we’ve been successfully onboarding clients during the latter part of this year.

How successful? 

Well, within one 30-day period, we successfully recruited $3.4 million in new AUM – one client with $1.8 million and another with $1.6 million. The ROI is tremendous, and we are capitalizing for 2024 to expand our reach to a much broader audience of prospective clients. “ 

The important point is simply this. He tried it and it worked. 

It should do so for you as well. All you need to do is simply try it in the way described.

You may well find yourself doing even better than Terry. What do you have to lose? Try it and see.