Seize The Opportunity

Three Things You Must Know Now

Three Things You Must Know Now

Introduction

Why You Need a Professional Network

The Right Professional for Your Network​

Define Ideal Professional Network Member

Identifying Candidates

The Advisory Discovery Meeting

Selecting The Right Professionals

The Professional Network Meeting

Stand Apart with Wealth Management

Consultative Client Management

Know The Potential Partners

Implement Consultative Strategic Alliance

Key Stakeholder Meetings

Strategic Action Plan Development

Launch a Pilot Program

Offer Second Opinion Service

Private Client Events

Irresistible Offer

Billionaire Money Rules