“Retirement” sounds so final, but it needn’t be. What if there were a way to enjoy the best of both worlds?
If you’re not quite ready to let go, there is another option: keep your best clients while still profiting from the rest.
Do you want to:
We all know that not all clients are created equal. There are those you love to take for a regular game of afternoon golf – and then there are those you hardly see at all because they may be less active.
Shed your less productive, less engaged clients and focus only on those you enjoy working with.
While you now have more time to spend doing the things you love, the TAG TEAM will be hard at work gaining more revenue from your least active clients. Learn more about how TAG 2.0’s innovative TAG TEAM model can work for you.
We will determine if there are additional products and services they can benefit from, and we will reach out to the next generation of these clients (when applicable) to bring them on board.
Best of all, we will share any incremental revenue generated with you!
Contact us to learn more and see how we can help you transition to the next phase of your career while still serving the clients who got you where you are today. Simply fill out the form below and we will be in touch. Or, learn more about the TAG Full-Retirement Program here.
Fill in the form below for answers to this and any other questions about TAG and the TAG TEAM model. As a first step, we invite you to use the Truelytics Peer Benchmark Calculator to benchmark your firm against others in the industry.
At no cost to you, we will show you how a practice is valued and give you a planning concept that you can take to your clients immediately.