Progress Reminder

Week 11
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1. Continue to conduct rediscovery interviews with current clients. Using your client segmentation plan, continue to convert your existing ideal clients to your new wealth management approach.

2. Continue your niche research. As you narrow down your niche choices, interviews with niche influencers will be especially effective in providing insights into your niche community and the opportunities to serve it.

3. Continue client release. Again using your client segmentation plan, continue releasing clients who are inappropriate for your service and who could be better served by another financial advisor.

4. Craft your value promise statement. Being able to succinctly articulate your value promise will enable you to capture huge opportunity when the moment is brief. Use the formula found in Strategy 3 to create a value promise that will motivate qualified prospective clients to meet with you.