Did you know that Prestige family grouping can help you generate new leads as well as offer your clients better capital growth thanks to reduced management fees?
With the family grouping strategy, your clients and their family members could access Prestige preferential pricing more easily by combining their savings to reach the $300,000 target.
Here's how they can benefit in three simple steps:
- Examine the financial situation of family members living at the same address to determine whether they qualify for preferential pricing.
- Use the grouping tool in the My Clients tab of the Advisor Centre to create a family group in less than 3 minutes.
- Once eligible, help your clients share the benefits of Prestige with their extended family, whether or not they live at the same address and regardless of their asset level.
This sales approach will help you improve your service offering to your clients, in addition to helping you obtain new referrals.
To learn more
- Prestige page in the Advisor Centre
- Prestige page on ia.ca (for your clients)
