Progress Reminder

Week 9
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1. Complete your ideal client profile and client avatar description. By now, your description of your ideal client and your client avatar should be nearly or fully complete.

2. Continue your niche research. With a clear picture of your ideal client in place, continue your investigation to understand all the opportunities your ideal client’s market niche has to offer. Do so through influencer interviews and background research.

3. Continue to conduct rediscovery meetings. These meetings with clients who already know and trust you will help you to refine your wealth management process while providing you with important early wins as you implement your new business model.

4. Identify and contact the specific clients you will release. If you have not already done so, create a list of the clients who are not ideal for your practice moving forward. Schedule meetings with each to explain how they will be better served by another financial advisor. Then begin to release them according to the plan you have developed.