As a professional, you receive high marks from your clients, yet the industry landscape is changing. Client aggregation to a team approach is a danger unless you are the one doing it. Commoditization of services threatens profitability. Other firms are fighting for market share of the client—no longer just within their specialty. Have you been offered car insurance at your bank yet? Estate planning by your favorite charity? Investments through your automobile club? Who else is your client seeing for advice? How strong are your ties?
AvantiPro provides support and product solutions to professionals in all areas of financial services to improve results for their clients as well as the growth of their practice. Professional money managers, attorneys, accountants, insurance agents, and others know they do best in their area of expertise. But where can they turn for unbiased advice in other specialties? Too often clients seek advice through advertising or referrals that are unsuitable for their particular needs. AvantiPro is your solution.
Explore our service offerings,
then give us a call to learn how
we can improve your professional future.
Call us at 407.331.7330 toll-free 1.877.282.6840
AvantiPro, LLC 110 Crown Oak Centre Drive, Longwood, FL, 32750-6166