Let go of the bottom 80% of clients and retain 90% of your revenue!
Caboodle specialises in partnering with Australian financial planning firms to liberate them from their passive or C & D clients. We work best with firms that have clearly identified their ideal client, and wish to focus their team and processes on providing a service tailored to suit that niche.
Simply put, Caboodle proposes to take over responsibility for servicing your passive clients and will reward you by paying you 50% of the trail revenue we earn for those clients for the next 10 years.
This offer represents great value for this low value set of clients, and is a model that is easy to execute, requires no due diligence and where a client is transferred in error, we simply arrange to transfer them back.
Interested in Embracing your Niche? Get in touch to find out more.