Progress Reminder

Week 15
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1. Complete release of inappropriate clients. If you are continuing to serve clients who are not ideal for your practice, take steps to release them to be better served by another financial advisor. If you are still hesitating to release clients, conduct a cost/benefit analysis to assess the revenue your inappropriate clients provide compared to the time they take away from focusing on your current ideal clients and building your business to attract additional ideal clients.

2. Offer the second-opinion service at every Mutual Commitment Meeting, 45-Day Follow-up Meeting and Regular Progress Meeting. Make sure that the offer is on each meeting agenda so that you do not miss making the offer. This is one of the easiest routes to bringing in new ideal clients.

3. Continue your progress in building your professional network. Do not lose momentum in assembling your network. Set aside time each week to conduct interviews with likely candidates. We recommend that you interview at least three candidates for each position in your network. Then use the criteria found in Strategy 6 to select the optimal professionals.

4. Write and refine your personal story. To connect on a meaningful level with affluent clients, you must be able to tell your personal story. Use the guidelines found in Strategy 4 to draft and then refine your story.