Progress Reminder
Week 13
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1. Continue to conduct rediscovery interviews with current clients. Conducting the Total Client Profile interview with clients who already know and trust you is the best way to refine your interviewing and mind mapping skills. Your goal at this point should be to conduct a minimum of 15 rediscovery interviews.
2. Request additional assets to manage. Once you have introduced your current ideal clients to the wealth management process and they have experienced the benefits of your new approach, use our recommended script at each Regular Progress Meeting to capture additional assets.
3. Continue to interview influencers in your niche or potential niche. These interviews will help you finalize your decision on your niche (if it is not yet final), provide you with important information on how to best serve members of the niche and reveal additional opportunities within the niche. Your goal at this point should be to conduct at least five influencer interviews.
4. Refine your value promise statement. Practice delivering your value promise with partners and team members. Polish your statement until it becomes second nature.