Financial Advisor - Portal
As a financial advisor, are you having trouble standing out from competitors, getting more leads and generating more business?
Need a “hook” to get attention and get an introduction? Want to find high-net-worth prospects who have more assets to manage? Need a way to value a business owner’s company to be included as part of their financial plan?
Perhaps you should consider the Synergy Asset Management Business Financial Planning Program–using a FREE valuation as a way to generate leads (using Online Business Valuation).
Partner Program Benefits
Online Business Valuation (OBV) is the #1 purely market-based online business valuation software. It is used by Synergy Asset Management partners to provide an excellent ballpark estimate of the value of a client’s business in about 45 minutes! The following are several benefits:
Sales & Marketing Materials
The portal contains everything you need to generate more leads by using Online Business Valuation.