Leverage Groups are buying groups. Because they have many members they can
contract to work with InKnowVision on a priority discounted fee basis.
Examples of leverage groups include life insurance producer groups,
brokerage groups, career agencies, broker dealers (regional and national),
estate planning attorney groups and CPA groups.
InKnowVision adds
value to these groups in several ways.
We add a high net worth planning
capability that is unique in the industry.
We help drive new members to your
group.
We can structure customized
education and marketing programs for members and prospects for
your group.
We help you retain your best
members by offering unparalleled capability in the high net
worth arena.
The head of one of our leverage group members is the owner of an
insurance brokerage and an estate planning attorney by training. He uses
InKnowVision to help his current roster of producers excel in the high net
worth space and also markets our relationship, access and capability
nationally to attract the country’s top producers.
In another
situation, we worked with a number of estate planning attorneys as a
leverage group. They saw a significant and measurable increase in their high
net worth planning engagements as a result of their work with InKnowVision.
If you own or manage a Leverage Group and want to investigate how
InKnowVision could add value to your success, give us a call.
