Progress Reminder

Week 23
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1. Begin conducting professional network meetings. By now the core of your professional network should be in place and you likely have clients who have progressed far enough in the wealth management process that it is time to create their advanced plan. In preparation for your first meeting, review Strategy 6 for our guidelines on conducting the meeting. You should also customize the professional network meeting agenda template, available from the Tools section of Strategy 6.

2. Follow up effectively on your second-opinion introductions. Every time you receive an introduction through your second-opinion offer, follow up to optimize the chances that the prospective client will schedule a Discovery Meeting with you and that the client will provide more introductions in the future. The Tools section of Strategy 5 provides scripts and email templates for effective follow up.

3. Begin to send VFO Inner Circle Special Reports each month. The reports are designed to help you start conversations with specific clients and prospective clients. Aim to send 10 reports every month. Each one should be customized with your cover sheet and sent with a personalized email or letter. Commit to following up each one with a phone call.