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℠.

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.

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 the ProRRT℠.

Having too many choices and too much information about them can make deciding which to choose paralyzingly difficult, if not practically impossible.