XT sales professionals will expend the necessary time to ensure their client's asset gathering expectations are fulfilled. XT’s professionals are skilled in knowing how to qualify prospective investors to ensure efficiency and effectiveness in asset gathering and to optimize the time required of investment professionals in the sales process. XT takes a consultative approach to sales and prides itself on achieving the highest level of technical understanding of the product.
XT uses its extensive experience to determine at what point in the sales cycle an investment professional is needed to increase the probability of garnering assets from a prospect. The investment professionals’ time will be highly respected, as XT knows how important it is for investment professionals to focus on producing Alpha for their clients. XT manages the entire sales process from identifying prospects, moving the prospect to “semi-final” status on to the “final” stage, until “client” status is achieved.
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