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It is difficult to attract high net-worth prospects and even harder to motivate them to take the time out of their busy schedule to focus on financial planning.

Luxury Experience Prospecting solves this problem by combining the allure of VIP experiences with carefully tailored education that captures their attention and drives action.

“The private Rose Bowl event that UFC helped me arrange wildly surpassed my expectations! 10 prospects showed up and four became clients. I earned $2.2 million off just one event! I was skeptical at first, but now I’m a believer.” 
- TOM G., F I NANCIAL ADVISOR

LET'S TALK. 

800-661-6596  I  marketing@ufc.bz

Information provided is general and educational in nature, and is not intended to be, and should not be construed as, legal or tax advice. Universal Financial Consultants does not provide legal or tax advice. Laws of specific states or laws relevant to a particular situation may affect the applicability, accuracy or completeness of this information. Federal and state laws and regulations are complex and subject to change. Universal Financial Consultants makes no warranties with regard to the information or results obtained by its use. Universal Financial Consultants disclaims any liability arising out of an agent’s use of or reliance on, the information.

 

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