Progress Reminder

Week 3
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1. Refine your ideal client profile. You began creating your ideal client profile in Session I. Review it now and make any refinements based on your research into your niche or potential niche.

2. Refine your client avatar. You also created your client avatar during Session I. Take a moment to review and refine it, adding as much detail as possible.

3. Complete client segmentation. By now your client segmentation should be complete. This segmentation will be your road map for how to proceed with each client. If you have not yet finished your segmentation, do so now.

4. Begin to conduct influencer interviews. Reach out to influencers in your niche to schedule interviews. Your goal at this stage should be to complete five interviews.

5. Conduct background research on niche. This secondary research into your niche will turn up additional information that may not come up in your influencer interviews.

6. Prepare to implement the wealth management process. Prepare the agendas and letters/emails that you will need. Master all aspects of the Discovery Meeting, including the Total Client Profile interview. Conducted well, this meeting will set the stage for profitable long-term client relationships.