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Lever Two:
World Class Client Experience
Strategy 5: Nail The Wealthy Client Experience
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Overview
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Tools: Nail The Wealthy Client Experience
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The Total Client Profile
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Introduction to The Client Meetings
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Discovery Meeting, Pt. 1
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Discovery Meeting, Pt. 2
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Discovery Meeting, Pt 3
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Investment Plan Meeting
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Mutual Commitment Meeting
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45-Day Follow Up Meeting
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Regular Progress Meeting
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Rediscovery Process
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Key Success Factors in Asset Capture
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Second Opinion Service: Making The Offer
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Second Opinion Service: Following Up Effectively
Strategy 6: Build & Mange Your Professional Network
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Overview
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Tools for Strategy: Build & Manage Your Professional Network
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Why You Need a Professional Network
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The Right Professionals for Your Network
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Define Ideal Professional Network Member
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Identifying Candidates
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Advisor: Discovery Meeting
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Selecting The Right Professionals
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The Professional Network Meeting
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