Welcome to Your Weekly Emails
As a participant in The Elite Wealth Manager, you will receive many levels of coaching support, including live sessions, expert coaching, The Elite Wealth Manager web portal, peer coaching and webinars. This support system will give you all the help you need to make your most important goals a reality over the coming months.
You will also receive an email each week that will help you sustain your momentum throughout the program. This is the very first of those emails. Please take a moment to read it and the emails that will follow each Monday morning.
Your weekly emails will include both progress reminders and strategy highlights. The progress reminders will help keep you focused on the actions you should be taking at each stage of the program. The strategy highlights will focus on the key points to remember about the nine strategies throughout The Elite Wealth Manager. Together, these emails will reinforce your key actions and keep you focused on what is most important as you build a simple and elegant wealth management practice.
We wish you the best of success in The Elite Wealth Manager.
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Progress Reminder
Week 1
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1. Review your goals. Review the goals you set during Session I and modify them if appropriate. These are the goals that we will strive to help you achieve or exceed.
2. Review your short-term commitments. During Session I you also made commitments to complete key actions prior to the next session. Review these now to affirm your commitment.
3. Create your action plan. Complete your action plan for all the Session I strategies, listing your specific actions with a target completion date for each. (A template of the plan is available from The Elite Wealth Manager web portal.) Send a copy of the plan to both your CEG Worldwide coach and your peer coach(es) by the end of this week. This plan will be the subject of your next coaching call.
4. Cement your knowledge of the affluent. You received an introduction to the affluent during Session I, but reinforce your learning by reading the content and watching the videos in Strategy 2: Implement Wealth Management on the web portal.
5. Set the groundwork for wealth management. Assess the changes you will need to make in your practice to convert to or to fully embrace the wealth management business model. Also, begin to practice describing the wealth management formula and conducting the Total Client Profile interview with partners or team members.
6. Segment your existing clients. If you have not already done so, finish segmenting your existing clients. You may not be able to fully complete this process until you make a final decision on your market niche, but complete a preliminary summary of your existing client base using the client information spreadsheet supplied during your pre-work.
7. Begin peer coaching. Complete your first peer coaching call with your peer coach(es). Download the peer coaching action guide from the web portal.
8. Prepare for your next coaching call. Prepare by reviewing your progress toward achieving your goals and noting the questions, issues and problems that you have encountered since Session I.