Advisor Success Story

Ryan C.

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.

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