• Improved client retention
• Recaptured ROI of resource overhead
• Increased profitability of larger accounts
• Improved development of staff synergy
  

• A 64% increase in hit ratios on larger accounts*

*(Source: 2009 Consultative Brokerage Network Survey - on avg. firms reported a 64%  increase in hit ratio utilizing Consultative Brokerage techniques on accounts larger than $25,000 in commissions and fees)