Progress Reminder

Week 31
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1. Conduct discovery meetings with potential strategic partners. Meet with potential partners to conduct discovery and determine whether you should work with him or her. Use the assessment instrument found in Strategy 9 to help ensure that you gain a good understanding of the professional’s key traits and suitability as a strategic partner. If you believe the professional could become a valuable partner, determine his or her own commitment to potentially working with you. Always remember: You chose the COIs you work with, not the other way around.

2. Continue influencer interviews. It would be difficult to overstate the value of structured interviews with the movers and shakers in your niche. If you have not yet focused on this activity, review Strategy 3 and set up at least five interviews with influencers. If you have already conducted at least five interviews, we encourage you to do even more. Because these interviews can be so valuable, many successful financial advisors report that they continue to interview niche influencers long after they have completed The Elite Wealth Manager.