Asset Protection Leader Target asset protection and wealth preservation services for high-risk professionals and business owners (medical professionals, real estate investors, small business owners, employers) leveraging Lodmell & Lodmell’s established national reputation.

High Growth Scope Explore cross-sell opportunities with existing clients as asset protection needs expand, given a client base of over 3,500 and assets under protection exceeding $4 billion.

Consultative Upsell Position high-value, confidential consultations as a gateway to customized structures, emphasizing the firm’s 50+ years of combined experience and the potential for scalable protection programs.

Digital Enablement Leverage the firm’s tech stack (Keap/Infusionsoft, CRM and analytics tools, and digital marketing hardware) to streamline lead capture, nurture campaigns, and client onboarding for larger, repeatable engagements.

Strategic Partnerships Identify opportunities to partner with complementary professionals (CPAs, financial planners, risk management consultants) to expand referral networks and co-market comprehensive asset protection solutions.