My Client Leads identified client trigger events, such as withdrawal of superannuation funds, and provided opportunities for advisers to make contact with a client to discuss a potential advice need, MLC & NAB Wealth executive general manager of advice and marketing Richard Nunn said. “It leverages life stages, regular events or circumstance changes to encourage contact with clients and kick off a further advice needs conversation,” Nunn said.
The My Client Leads tool is available to advisers who use MLC platforms and insurance and the leads are refreshed every night.
