Dollars & Sense
Part of the Platform
"Proven Solutions for the Financial Services Industry" 

Dollars & Sense Marketing Niche Insurance Marketing Niche'

Learn the answer to that million dollar question faced by all Advisors in the financial services industry:  How do you take a long-term need and make it an immediate-need conversation?

Dollars & Sense Referrals

Customized Referrals

Pre-screened referrals who have requested an interview with a qualified financial professional.  These are families that are eager to discuss their current and long-term planning goals.

Dollars & Sense Grow Your Practice

Grow Your Practice

Incorporate progressive, forward-thinking strategies and innovative platforms to grow your practice.  Remember, long-term clients pay much better than long-term prospects.

Dollars & Sense Training & Support

Training & Support

There's no need to drastically change your current structure, or take on additional admin work.  Programs easily integrate with any size practice and include ongoing support.
    Financial Services Professional