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Delivering innovative technology to advisors since 1969.
90.3% of advisors receive at least one referral per plan.
64.7% of advisors make at least one product sale per plan.
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After offering a new fee structure that helped develop long-term relationships with his clients, one advisor used Advicent™ tools to illustrate recommendations and show where he exceeded client expectations. This led to a steady stream of warm leads and referrals from current clients.
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May 27, 2015
Advicent Solutions looks to expand sales and promote value Milwaukee, WI – May 27, 2015 Advicent Solutions, the leading provider of SaaS technology solutions for the financial services industry, announced the addition of Loren Brockhouse to the executive team as senior vice president of Global Sales. Loren will leverage his…Read More