Progress Reminder
Week 21
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Review your progress so far. You are now at the midpoint of The Elite Wealth Manager. Assess your progress to ensure that you are on track for accomplishing your key goals with the program. Consider all of these activities:
- Defining and refining your ideal client profile and client avatar
- Researching potential niches and identifying your ideal niche
- Implementing the wealth management process
- Converting existing clients to the wealth management process
- Identifying and interviewing candidates for your professional network
- Identifying and releasing inappropriate clients
- Asking clients on a regular basis for additional assets to manage
- Crafting your statement of your value promise
- Writing, refining and telling your personal story
- Offering the second-opinion service and following up effectively with introductions
- Establishing yourself as an expert by using the thought leadership content from CEG Advantage
- Participating in effective peer coaching
- Conducting weekly learning groups with your team
If you are dissatisfied with your progress in any of these key areas, let your coach know so that she can offer assistance as needed.