We don’t want you to sell software licenses, we want you to sell your service. Do you tell your team or clients about the what printer or phone system you use to get the job done? Focus on what matters – the insights.
Fed up with competitors claiming they are the “best”? Take action and demonstrate it isn’t true by making yourself known in your marketplace as the firm that isn’t just talking about being proactive, but actually delivering.
The quickest way to get your team onboard is to make it theirs. When ownership and pride are involved, your entire firm will perform better.
Monitor your client’s business and then automatically send them emails (in your branding) alerting them to risk or rewards. Your client won’t be able to thank you enough so everyone wins.
Documented processes are integral for an efficient business. But, they take time and if you’re relying on your team to manually bring systems together (ie spreadsheets), good intentions will fail. FUTRLI solves that for you.
Your clients need help running their business, not a history lesson. Some of the best ideas come from talking through an opportunity or problem – guide them to the answer.
"Compliance services are a commodity. I’d much rather charge a client for adding 20% to their bottom line, rather than tell them they’ve got to pay $20k in tax! White labelling offers our clients more value."Read the Case Study
"FUTRLI is everything we wanted to do but we didn’t want to invest in building it ourselves. We need to focus on being better advisors, we’re not software engineers."Read the Case Study