Progress Reminder
Week 17
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1. Assess your delivery of the wealth management process. Ensure that you are delivering your wealth management process in a systematic and time-efficient manner. If you have not already done so, customize all meeting agendas and client emails so that they are always ready for use. Use the wealth management meeting tracker available from the Tools section of Strategy 5 to make certain that you and your team are not missing any steps in your delivery of the process.
2. Continue your influencer interviews. By now, you should be seeing the clear value you receive from these interviews. While you should have completed at least five interviews by this point, you will benefit from conducting even more. We recommend that you set time aside each week for these interviews.
3. Customize your second-opinion flyer. Customize the second-opinion flyer for your practice. Be sure to work with your compliance professionals as needed. The flyer is available for download from the Tools section of Strategy 5.
4. Attend CEG Advantage’s monthly video conferences. These will serve as an excellent introduction to everything you can get from CEG Advantage. Mark these on your calendar:
- The Team Implementation Video Conference: first Wednesday of every month at 11:00 a.m. Pacific/2:00 p.m. Eastern.
- The Elite Wealth Manager Video Conference with John Bowen: second Wednesday of every month at 11:00 a.m. Pacific/2:00 p.m. Eastern.
- The Private Wealth Video Conference with Russ Alan Prince: fourth Wednesday of every month at 11:00 a.m. Pacific/2:00 p.m. Eastern.
5. Tell your personal story. You have two important opportunities to share your personal story: when you deliver your value promise and at the close of every Discovery Meeting. Don’t miss these opportunities to establish rapport with prospective clients.