Large clients are swamped with requests for meetings from financial professionals. The ThirdBox Process™ immediately grabs their attention and has them asking “What do you need to get started?”
ThirdBox Conversations™ lead you and the client to their largest opportunity…the unseen collateral damage caused by uncoordinated financial decisions. We’ve discovered most clients are losing between $2 - $5 million over their lifetime that can be stopped.
We believe in getting paid to learn. The ThirdBox Process™ pairs you with one of our founders. These seasoned experts help you open conversations and win large cases while you learn. When you’re ready, you take over!