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WRP understands our role in your business. Therefore, we do our best to focus and excel in the areas of compliance, administration, licensing, transition, and trading. However, if you should need guidance, want to grow your business, or just seek improved efficiency within your practice, we can be of value. When thinking about your overall practice, we think it can be best divided into three areas: Prospecting, Process and Servicing. Prospecting consists of developing and implementing methods of attracting new prospects. Asking for referrals, web site development, mailings, advertisements and seminars are the most common methods. The Process you put your prospects through to acquire them as clients can consist of many different methods. Fact gathering, projections, hypothetical illustrations, financial plans, yellow pad note taking, and written recommendations are some of the most utilized methods. Servicing your clients affects overall retention and can consist of annual reviews, consolidated statements, newsletters, or an occasional phone call. The business development team at WRP can help you navigate through the universe of vendor resources available to you today. Together we can pinpoint what method and appropriate vendor, might work best for you, based on where you want to take your business. Below you will find a few of the resources that WRP has partnered with and firmly believes can impact your business the most. Prospecting:
Process:
Servicing:
We encourage you to take advantage of some of the above resources. What is most important about them is that they are stand alone firms that focus only on their niche. They are utilized by dozens of broker dealers and thousands of advisors nationally. That fact alone, speaks volumes on the push each of the above firms has to be the best at what they do. Our Non-Proprietary technology and product model at WRP allows our representatives access to the best of the best in our industry. More detailed information regarding our firm is outlined further within this site. For any additional information, you can contact us at the number below. All inquiries are held in the strictest confidence. Member: |