Strategy Highlights

Week 22
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Strategy 5: Nail the Wealthy Client Experience

Overview of the wealth management process

We believe you will find the wealth management process to have one of the most significant impacts on your business that you have ever experienced. It is built around a series of five client meetings, each one designed to help you systematically build trusted, high-quality client relationships that ensure a high degree of client satisfaction and loyalty.

Goals of the Discovery Meeting

Goals of the Investment Plan Meeting

Goals of the Mutual Commitment Meeting

Goals of the 45-Day Follow-up Meeting

Goals of the Regular Progress Meetings