why real intelligence llc

Helping Advisers Connect to Clients

The days of relying on referrals to generate new business relationships are nearing an end. The middle-market investor is no longer interested in paying 1% or more for risk management advice they don’t take seriously anyway. The evidence behind that statement is found in their blind trust in an unmanaged index. In order to successfully connect with the middle-class millionaire, consultants will have to learn new behaviors, new clients service models, and deliver an exceptional experience that improves the lifestyle of the entire family. Real Intelligence LLC is here to help.

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