The Client 4 Life Group,LLC Email Formats

Investment Management • Richardson, Texas, United States • 1-10 Employees

Key Contact at The Client 4 Life Group,LLC

Margaret Connor

Vice President - Client Services at The Client 4 Life Group,LLC

Company overview

Headquarters	3513 Spectrum Blvd, Suite 200, Richardson, Texas 75082, US
Phone number	+19727553499
Website	client4lifems.com
NAICS	5231
Keywords	Sales, Expense Management, Practice Management, Salesforce, CRM, Appointment Management, Practice Valuation, Client Loyalty, Practice Inefficiencies, Fractional Staffing
Founded	2017
Employees	1-10
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About The Client 4 Life Group,LLC

The Client 4 Life Group, LLC created and manages The Client 4 Life Management System™ (C4L), a team-based process that helps a "time poor" advisor improve productivity. C4L helps the advisor to stay organized, sell more, work smarter, and achieve a balanced lifestyle. Simply stated, C4L is a program designed to: Fill an advisor’s calendar with qualified appointments Develop client loyalty Increase practice efficiencies Give an advisor up to 30% more time each day to focus on what is important to them With an impressive eight-year track record, C4L is a proven system that drives advisor and organizational revenues via a team-based approach. Proprietary appointment-management workflows track every client and potential client through a sales pipeline management process. C4L utilizes frequent and effective communication methods to establish and build trust leading to “trusted advisor status”. Trusted Advisors produce a better client experience and a better client experience leads to cross-selling opportunities and referrals.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Vice President

Funding Data

The Client 4 Life Group,LLC has never raised funding before.

The Client 4 Life Group,LLC Tech Stack

Discover the technologies and tools that power The Client 4 Life Group,LLC's digital infrastructure, from frameworks to analytics platforms.

Swiper

JavaScript libraries

Google Maps

Maps

Hello Elementor

WordPress themes

Elementor

Page builders

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

jQuery

JavaScript libraries

PHP

Programming languages

WordPress

Blogs

YouTube

Video players

Yoast SEO

SEO

GoDaddy

Hosting

Frequently asked questions

The Client 4 Life Group,LLC is located in Richardson, Texas, US.

You can reach The Client 4 Life Group,LLC at +19727553499.

The Client 4 Life Group,LLC was founded in 2017, making it 9 years old. The company has established itself as a significant player in its industry over this time.

The Client 4 Life Group,LLC has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at The Client 4 Life Group,LLC

Margaret Connor

Vice President - Client Services at The Client 4 Life Group,LLC

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