How top producers attract new clients…
and transform them into advocates

Combine Velocity and Total Client Engagement for the fastest way to grow your practice.

The secret to success for America’s top advisors is surprisingly simple: They attract a steady stream of new clients and provide stellar client service to ensure client loyalty and referrals. Click here or read on to learn how.

Our advisors benefit from a 20-year track record of direct marketing that drives clients to live events and one-on-one meetings. Results from 17 million mailings give you an inside track on what works best.

Live Events

Every element is taken care of, from location selection, invitation design, audience targeting and list procurement, postage and mailing and RSVP calls, freeing you from the burdens of worrying about mail delivery or missing a reservation call.

You can target your mailings by specifying the following criteria:

  • Age
  • Household Income
  • Homeownership
  • Geography (Zip Codes, Mile Radius, County or Metropolitan Areas)
  • Income-Producing Assets (Additional Charge May Apply)
  • Net Worth (Additional Charge May Apply)

One-On-One Appointments

High-net-worth clients may prefer to meet privately with you. Our Concierge Call Center uses a proven pre-qualification process to ensure each prospect satisfies your criteria.

To fast track conversion of prospects to clients—and then to advocates—we offer Total Client Engagement, a quick-to-implement practice management process. Searching for new ways to make you successful, Shurwest developed this system in partnership with Duncan MacPherson and Pareto Systems, icons in financial-industry practice management, offering you:

  • 3 linked and sequential consultations to ensure successful implementation
  • Access to all scripts, tools and templates
  • Resources to ensure clients identify with the person, the practice and the process.

Contact us to speed up your success today.