Advisor Success Story
CEO of a Mid-Sized Investment Advisor
A CPA firm had a tax client and referred him to Ryan, who offered to conduct a tax and risk analysis. In describing their situation, the prospect said, “When things were going well in the market, we weren’t capturing the full upside. And when things went bad, I took more of a hit.”
Learn how Ryan used LifeYield to convert this prospect into a client.