As a Lawyer you have spent years (blood, sweat and tears) building and maintaining relationships with your clients and communities. You are the best in your area at designing trust, Irrevocable Life Insurance Trust, Estate Planning, and more. Once that contract/Document is prepared your clients find themselves in a position of having to locate someone to execute your recommendation. You may have Referral partners that you send your clients to. Typically, once the referral partner writes business, they send you a “referral thank you” fee. Typically, something of small nominal value. Then you rely on that person to stay in the business, stay in the area, be available when you need information on your client. With none of these being a guarantee, you never know how the relationship will play out. That is where Back Office Advisory Desk come in.
With our Partnership Platform it allows you to seamlessly build a Life, health and retirement division with no added expense or training required. By plugging into BOAD’s platform and white-labeling our process (as your own) you will instantly be able to help your existing and future clients with all of their Life, Health and Retirement needs.
This allowing you to generate additional income that would have typically gone to someone else. As a bonus, you get access to our custom-built CRM allowing you to track all of your clients at any given time. Never needing to wait for a return phone call or an envelope with a “thank you” gift card in it.
Since you have spent the time, energy and money to acquire your Loyal Client base, let’s make sure you have the ability to fully maximize your opportunity with them. Our goal is to allow you to have control in the process and make sure business is being conducted in a way you would yourself.
Contact Back Office Advisory Desk now to Learn more