Client Acquisition Report

Client Acquisition Report

$199.00
Client Acquisition Report

Client Acquisition Report

$199.00
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  • Description

Includes:

  • Customized report for up to 15 funds, reflecting a prospect’s current fund list
  • HCO Scores, HOC Trends, and HCO Shares
  • Performance-based flags
  • Tailored talking points to explain to the prospect why their account should be transferred to you