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Andy Lucas (Business Basics ($2MM PCs, Wants to spend more time getting…
Andy Lucas
Business Basics
$2MM PCs
Wants to spend more time getting business
Has done a good job upgrading clients
New clients are coming from existing client families
Chicago, Cin, NY, FL, etc.
Potentials
Peter Five
Andy
J Levy
Lori
Laurie
Want's to bring in brother to see you.
Referral Convo.
Transition
Referral-only practice
That's how we met you
Who can you introduce me to?
Growth
Prospects
Attorney Cousin - $900k
Banking client - $6MM
Prospect in Los Angeles
Couple with $250k
Lauri
Social Prospecting
Language
Country Club
Dramatic Approach fits your personality
"remind me again, who manages your money?"
"What's your advisor telling you?"
"Why do you ask?"
Bbid
Masters
Katz
Newman
COIs
Morris
Domonic (team member)
Father is attorney
Value Proposition
Value investors
Focus on LT performance
Facebook
Personally connect with clients
Palm Beach Country Club
Be a good "sleeve" manager
Over the long term we significantly over perform