Seed Analytics has produced lockdown files for all our advisors with no extra fee. The file is available under file portal. The lockdown client provides a list of clients on your book ordered by risk. Here is a breakdown of the columns found in this file.
Targeting families
Wealth often passes out from an advisors book when older, wealthy, clients regrettably pass away. One way to overcome this kind of exit of assets under management is to build a relationship with the family as soon as possible.
Follow these 2 steps to generate a lead file from your book
Step 1. Download and open the file
Download the file off of our file portal by following these 3 steps.
Step 2. Filter by age
A. Open the file in excel;
B. Filter the file;
C. Navigate to the Age_Categories column (Column L) and sort from highest to lowest and;
D. Identify older clients through who you would like to build a family-based relationship with. Be sure to use your consolidated investment portfolio to give the family a good understanding of the wealth they will have to manage in the future.
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