Progress Reminder

Week 5
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1. Implement the wealth management process. Implement your new wealth management process for all new qualified prospective clients.

2. Conduct rediscovery meetings. Contact all clients who are qualified for your wealth management process. Conduct a rediscovery meeting with each. Once the client has agreed to move ahead, conduct the balance of the wealth management process.

3. Begin interviews with potential members of your professional network. Define your ideal professional network member and then identify specific candidates to fill each role. Make your initial calls to schedule Advisor Discovery Meetings.

4. Make the second-opinion offer. Beginning with the Mutual Commitment Meeting, and in every client meeting following that, make your second-opinion service offer.