Lever Two:

World Class Client Experience

Strategy 4:

Articulate Your Value Promise

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  • Overview

  • Your Value Promise

  • Your Personal Story

Strategy 5: Nail The Wealthy Client Experience

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  • Overview

  • Tools: Nail The Wealthy Client Experience

  • The Total Client Profile

  • Introduction to The Client Meetings

  • Discovery Meeting, Pt. 1

  • Discovery Meeting, Pt. 2

  • Discovery Meeting, Pt 3

  • Investment Plan Meeting

  • Mutual Commitment Meeting

  • 45-Day Follow Up Meeting

  • Regular Progress Meeting

  • Rediscovery Process

  • Key Success Factors in Asset Capture

  • Second Opinion Service: Making The Offer

  • Second Opinion Service: Following Up Effectively

Strategy 6: Build & Mange Your Professional Network

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  • Overview

  • Tools for Strategy: Build & Manage Your Professional Network

  • Why You Need a Professional Network

  • The Right Professionals for Your Network

  • Define Ideal Professional Network Member

  • Identifying Candidates

  • Advisor: Discovery Meeting

  • Selecting The Right Professionals

  • The Professional Network Meeting