2018 Industry Awards Winner 2018 Industry Awards Winner >

Working with Prospects

You are here:

For advisors, who you don’t know can be as important as who you do know. In some cases, who you don’t know can even be more important. StratiFi’s technology helps advisors open doors, spark interesting, impactful conversations, and create meaningful relationships.

With just a few clicks of the mouse, and typing in a few bits of information, advisors can send a link to prospects that enables them to upload their investment accounts at other brokerage firms. Once that is completed, a StratiFi advisor can truly introduce that person to their account. Advisors tell us that prospects are often stunned by what they learn, and by what they did not know, about their own portfolios. Knowledge is power.