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Program Outline

Introduction

  • Strategy 1: Welcome

Organize Your Self:

Learn how to set up Targets & Goals and make the best use of your time.

  • Strategy 2: Your Ideal Life
  • Strategy 3: Your Legacy

Organize Your Clients

Create your Ideal Client, understand your Knock-out Factors, sort and organize your existing clients, and deliver excellent client service to your clients — always.

  • Strategy 4: Ideal Client Identification / Knockout Factors
  • Strategy 5: Client Classification
  • Strategy 6: Client Count
  • Strategy 7: F.O.R.M
  • Strategy 8: Advocate Service

Organize Your Team

Understand who does what and how to bring a high level of accountability and professionalism to every aspect of your business.

  • Strategy 9: Organization and Structure
  • Strategy 10: Procedure Manual
  • Strategy 11: Procedure Manual Implementation

Advocate Process New Clients:

Learn to develop trust, rapport & refer ability from day one with your new clients.

  • Strategy 12: Advocate Process
  • Strategy 13: Pre-Appointment Process
  • Strategy 14: Introduction Kit
  • Strategy 15: 1st Appointment
  • Strategy 16: Rapport
  • Strategy 17: Agenda
  • Strategy 18: Critical Financial Events
  • Strategy 19: Client Goals & Objectives
  • Strategy 20: 2nd Appointment
  • Strategy 21: Introductions
  • Strategy 22: 3rd Appointment
  • Strategy 23: The Personal Financial Policy Statement (PFPS)
  • Strategy 24: 4th Appointment
  • Strategy 25: New Client Welcome

Advocate Process — Existing Clients

Reposition yourself with your existing clients. They will understand your process and become predisposed to introduce you to others.

  • Strategy 26: Existing Client Advocate Process
  • Strategy 27: Pre-Appointment Process
  • Strategy 28: 1st Appointment
  • Strategy 29: 2nd Appointment
  • Strategy 30: Existing Client Welcome
  • Strategy 31: Introduction Revisited
  • Strategy 32: Client Advisory Council

Creating Professional Alliances

  • Strategy 33: Strategic Partners

Business Plan

Learn how to keep it all on track and be accountable to yourself.

  • Strategy 34: Reality Check