Sometimes the smartest move is reactivating the ones you’ve overlooked.
In the constant pursuit of new business, it’s easy to fall into a familiar trap: chasing prospects while your most valuable opportunities sit idle in your existing book.
We get it. Growth targets demand action. Pipelines need to stay full. But here’s the truth most advisors already know deep down—some of the best opportunities are already in your ecosystem. And often, they’re sitting just a few feet away in the form of dormant or disengaged business-owner clients.
Every advisor has them: former clients you haven’t spoken to in a while. Business owners who paused communication. Clients who outgrew the original service they came in for. Over time, these relationships quietly fade—not from neglect, but from the pace of daily business.
But what if they haven’t moved on? What if they’re just waiting for you to show up again with something that feels relevant to where they are now?
Enter the Reactivation Strategy
Reactivation isn’t about pitching a product or launching a drip campaign. It’s about earning the right to engage again—by leading with value, not volume.
Start with something simple, actionable, and incredibly effective: a current business valuation.
Why? Because it immediately speaks to where your client is today—not where they were five years ago. It acknowledges the work they’ve put in, the changes they’ve weathered, and the future they’re trying to plan for.
And most importantly, it invites a conversation that matters.
When you say:
“We’d love to reconnect and share what your business may be worth today—it’s likely changed more than you think.”
You're not just offering data. You’re demonstrating awareness. You’re recognizing their progress. And you’re opening the door to deeper, more strategic conversations.
What Happens Next Might Surprise You
Once you lead with relevance, momentum builds quickly:
- You uncover new insurance or risk management needs that weren’t on the radar last time you spoke.
- You find out that they’re now thinking seriously about retirement—or grooming a successor.
- You spot the opportunity to adjust their financial plan to match a business that’s doubled in size.
- You position yourself as the go-to advisor who sees the full picture—not just the portfolio.
This isn’t about rehashing the past. It’s about helping your clients navigate the present—and prepare for what’s next.
Reactivation Is a Growth Strategy Disguised as Stewardship
That’s where you come in.
If your goal is to grow your practice this year, don’t just cast a wider net—look inward. Reconnect with the people who already said yes. The ones who trusted you once and may be ready to trust you again.
Because the smartest growth isn’t always about new leads.
It’s about earning a second conversation—with the clients you’ve had all along.
And with the right data, the right outreach, and the right mindset—interVal makes that easier than ever.