Advanced Planning:

Long Term Planning

Process 1

Potential Clients

Step 1: Prep "Don't go Broke in a Retirement Home" - gift to potentials at events 

Step 2: Add them to the Snappy + Constant Contact appropriate tags

Step 3: Curate a special email/snappy campaign to reach them

Clients:

Step 1: Touch base and update their plan with time. Check in every ________

Resources

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