Progress Reminder
Week 33
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1. Plan your private client events. Set a clear target for the number of new clients you wish to obtain from each presentation. With this target number in mind, plan your presentation schedule for the next 18 months. We recommend that you aim for a minimum of one presentation per quarter. As you create your plan, always keep in mind your one major goal for your presentations: to attract qualified prospective clients into your wealth management process through your second-opinion offer.
2. Continue conducting discovery meetings with potential strategic partners. Continue contacting and meeting with the potential partners you have identified. Always keep in mind that you are offering these potential partners something very valuable—assistance in growing their practices—so you can afford to be very selective about whom you work with.