Progress Reminder

Week 7
________________________________________

1. Continue to conduct influencer interviews. Not only will these interviews greatly enhance your knowledge of your potential niche, they will likely uncover opportunities to serve members of the niche. Remember that your goal at this stage is to complete five interviews.

2. Continue conducting rediscovery meetings. Your rediscovery meetings with all clients who are qualified for your wealth management process should be well under way.

3. Continue interviews with potential members of your professional network. Conduct Advisor Discovery Meetings with the most likely candidates you identified for your professional network.

4. Develop a plan to release inappropriate clients. Consider your options for releasing the clients who are not optimal for your practice and who would be better served by another financial advisor. Decide on how you will proceed and then begin.