Start now with a powerful new way to recruit investment clients from your tax client base. Recruiting investment advisory clients from among your own tax return clients can be explosively supercharged with this simple method.

During the interview, Eric Smith (one of the ProRapidReview℠ Tool creators) used it to quickly score and rank a fund that Seth selected. When you watch that demonstration, you’ll likely be as surprised as Seth was at both how quick and easy it was to do that and, more importantly, at the large performance gap between that fund and the top scoring alternatives.

One of the key uses of the ProRRT℠ is to enable you to recruit new clients, including the clients of your competitors. In fact, that was one of our original goals in developing the ProRRT℠.

In a rapidly declining market, how can you determine which mutual funds and ETFs are better positioned or are adjusting better to deal with the rapidly changing…

If you’re looking for some independent evaluation of how well our technology works for new client recruitment, please take a look at a now published story about one advisor’s experience using the ProRRT℠.

DTC’s Professional RapidReview Tool℠ “ProRRT℠” now makes online meetings with client a competitively advantaged and more profitable preferred choice.