Progress Reminder
Week 35
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1. Deliver your private client presentations. Leverage the tools found in Strategy 7 for creating and then conducting highly effective presentations. Then move forward according to your presentation schedule. Be sure to follow up immediately after each presentation on prospective clients who expressed interest in your second-opinion service. Also, keep in mind that joint presentations with strategic partners can be very effective in drawing in new clients.
2. Continue the strategic partnership building process. As you gain commitments from professionals for forming strategic partnerships, be sure to put written agreements in place. Do not simply assume that your partners know everything you will deliver and what is expected of them in return. As your partnerships evolve, update your agreements accordingly.
3. Continue your learning group. Your team is essential for your successful implementation of the strategies of The Elite Wealth Manager. To convey the knowledge team members need, you should be conducting a learning group once a month. By actively engaging your team members in your new initiatives, you will not just gain their support, you will help them become more successful in their own right.