Brokerage firms can utilize WealthComplete to quantify growth opportunity and help FAs prioritize their efforts.
By comparing WealthComplete’s total assets estimates for a firm’s clients against those clients’ assets under management at the firm, a brokerage firm FA, Branch Manager, or senior executive can:
- Quantify how much untapped potential exists within their current client base
- Enable financial advisors to segment their books of business and pinpoint those clients with incremental asset opportunity
