Membership Has Its Benefits

You can go it alone, but with no one to guide you, the process is difficult and confusing. Even if you get it right, it will take years of trial, error and lost revenue. Norton Consulting delivers the two things that matter most: more money in less time. 

Why Work with Us?

Membership Has Its Benefits

You can go it alone, but with no one to guide you, the process is difficult and confusing. Even if you get it right, it will take years of trial, error and lost revenue. Norton Consulting delivers the two things that matter most: more money in less time. 

Why Work with Us?​

Increase Revenues & 
Monetize Your Staff

On average, each advisor you employ needs to generate $10m AUM just to break even. Insurance fills this gap, allowing you to monetize your staff faster and easier.

Compress Time

Could you do all of this yourself? Yes. But it will take years of trial and error. And in this business, time really is money . We compress severals years into 30 days, so you can start earning now.

Increase Client Retention

Like all of us, today’s clients are incredibly busy. They want all of their financial needs filled by one firm. Even if you offer great service and high returns, many clients will opt for convenience over performance.

HNW clients always have life policies, which pay out when they pass. But here’s the catch: if another firm holds those policies, the beneficiaries won’t stay with you – they’ll go to whichever firm is managing the distributions.

If you want to make more money, your choices are simple: find more clients or sell more to the ones you have. Selling new insurance products to existing clients significantly reduces sales cycles and overhead, while increasing revenues.

Retain Your High Performers

The best advisors will always go to where they can make the most money. If you don’t offer insurance, you’re capping their commissions. And once they realize they can make more money somewhere else, they can – and will – jump ship.

Become a Destination for the Industry’s Best Talent

The best talent wants two things: more money with less effort. Insurance check both boxes, because it offers much higher commissions per client, with payouts the recur passively after the first sale.

Increase Your Margins Across Your Book of Business

Selling new insurance products to existing clients increases your revenue per man hours across the board. With higher revenue-to-cost ratios, you’ll increase your firm’s margins across the board.

Higher Multiple if Selling 
Your Firm

The math is simple: the more revenue streams you have, the more your business is worth. And because insurance pays passive, recurring commissions, it automatically increases your firm’s value.

Increase Revenues & 
Monetize Your Staff

On average, each advisor you employ needs to generate $10m AUM just to break even. Insurance fills this gap, allowing you to monetize your staff faster and easier.

Compress Time

Could you do all of this yourself? Yes. But it will take years of trial and error. And in this business, time really is money . We compress severals years into 30 days, so you can start earning now.

Increase Client Retention

Like all of us, today’s clients are incredibly busy. They want all of their financial needs filled by one firm. Even if you offer great service and high returns, many clients will opt for convenience over performance.

Retain Your Clients’ Heirs

HNW clients always have life policies, which pay out when they pass. But here’s the catch: if another firm holds those policies, the beneficiaries won’t stay with you – they’ll go to whichever firm is managing the distributions.

Sell More to Current Clients

If you want to make more money, your choices are simple: find more clients or sell more to the ones you have. Selling new insurance products to existing clients significantly reduces sales cycles and overhead, while increasing revenues.

Retain Your High Performers

The best advisors will always go to where they can make the most money. If you don’t offer insurance, you’re capping their commissions. And once they realize they can make more money somewhere else, they can – and will – jump ship.

Become a Destination for the Industry’s Best Talent

The best talent wants two things: more money with less effort. Insurance check both boxes, because it offers much higher commissions per client, with payouts the recur passively after the first sale.

Increase Your Margins Across Your Book of Business

Selling new insurance products to existing clients increases your revenue per man hours across the board. With higher revenue-to-cost ratios, you’ll increase your firm’s margins across the board.

Higher Multiple if Selling 
Your Firm

The math is simple: the more revenue streams you have, the more your business is worth. And because insurance pays passive, recurring commissions, it automatically increases your firm’s value.

Talk to Us

Find out how we can help you build your business, grow your revenues or get your deal completed. Contact us to learn more.