Try a different way of approaching a client. Dont sell them anything, find their lost money. In Switzerland, there are around CHF 55 billion in vested benefits. Today, very few advisory firms are exploiting the potential of the vested benefits.
Until now, the process of searching the 1,500 pension funds in collaboration with the 2nd Pillar Central Office was rather lengthy and required several contacts with the client, all to finally repatriate an average of "only" CHF 10,587.
Now imagine that you were to carry out this search systematically with your clients and that you spent 3 minutes of your time searching for their pension assets. Every client you see is statistically CHF 10,587 invested, and this can be done in one appointment or even by phone for your existing clients.
Thanks to Kala for Business, you can carry out this research free of charge for your clients and receive remuneration from our various banking partners.
Contact us to find out more.