Progress Reminder

Week 39
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1. Continue building your wealthy client pipeline. Your partnerships with centers of influence can be your most important source of introductions to qualified affluent prospective clients. But these partnerships will not run on autopilot. Continue to invest the time needed to make each partnership successful and to continue to explore additional partnerships.

2. Assess and refine your wealth management process. By now, your wealth management process has been set firmly in place. That makes this a good time to step back and assess each step in the process to determine whether it could be even more impressive to your clients and more efficient to implement for you and your team. Make any fine-tuning adjustments as necessary.